EXOTIC BOND MANAGER SCRUBS NEW ISSUES, ACQUIRES AUM, TRADES & SERVES CLIENTS – FROM SALESFORCE IMPLEMENTATION WITH FORTIMIZE
- Developed Due Diligence Process to Ensure SAS 70 Compliance for New Bond Issues
- Leveraged workflows to drive client acquisition, trading and client management processes
- Content management and delivery for reporting (Prospectuses, Excel, Mathematica models, etc.)
“Fortimize took a hands-on approach towards helping us augment and customize our Salesforce installation. Our consultant listened to our needs, advised us on possible solutions and executed those improvements. They have deep knowledge of the product and is both skillful and efficient with their use of their client’s time.
Salesforce is a complicated beast, and we benefitted from our collaboration with Fortimize. Moreover, we plan to enlist their services for future projects.”
— Dr. Adam Schwartz, Director of Research and Development
Fermat Capital Management is a specialty investment management firm recognized as a leader in managing portfolios of insurance-linked securities for institutional investors around the world. So when they wanted to improve operational efficiencies while preserving overhead through growth, FCM turned to a partner who could customize Salesforce to their unique business.
Fermat Capital Management’s team is empowered tools to collaborate with everyone on the same page and automation of previously manual tasks. Maintaining trade checklists for SEC compliance, tracking bond prices and a report object which can be updated by stakeholders are all helping FCM maintain a high-touch relationship with an increasing client roster.
Fermat had all of the data needed to make reports effective but lacked the automation to streamline generating financial, analytical, and compliance reporting. And now with a customized implementation, Fermat Capital Management stands poised to increase their performance.
ABOUT FERMAT CAPITAL
Fermat Capital Management, LLC is a specialty investment management firm founded in Westport, Connecticut in 2001. With over US$4 billion in assets under management as of 30 April 2013, Fermat Capital manages institutional portfolios of Insurance-Linked Securities (ILS) with a particular emphasis on catastrophe bonds. As a complementary overlay to its long-only, fundamental value approach to investing, the firm develops and employs an active trading strategy supported by proprietary systems that adapt and consolidate traditional insurance industry risk estimation models for the continuous-time trading of ILS. To learn more about FCM, please visit www.fcm.com.
Fortimize has completed over 300 implementations for Salesforce.com Clients from Honolulu to New York, and we are committed to helping our clients to realize the full value of the Force.com platform across the entire operation.
Fortimize carries a 5 Star Rating on the Salesforce.com AppExchange because teams are led by seasoned financial services professionals who employ a highly disciplined, yet flexible project management strategy. Our results speak for themselves: successful projects done right, done on time, and done affordably. Fortimize also provides its clients with a full suite of training services, ongoing administrative support and data integration consulting.
Our singular ability to speak the customer’s language, listen carefully to their goals, and then construct solutions that drive business growth and profitability, are what have made Fortimize a leader in Financial Services on the Salesforce.com platform.