September 08, 2010 13:17 ET

FIPPEX Introduces Second Generation Platform Providing New Functionality for Managing Clients and Information Flow

Innovative Communications Portal Helps Firms Manage Investors More Efficiently; Reducing the Sales Cycle and the Time It Takes to Engage With Clients and Raise Capital

CHICAGO, IL--(Marketwire - September 8, 2010) - FIPPEX, an interactive client communications and relationship management portal for the financial services industry, today announced the launch of their second generation platform. Enhancements to the FIPPEX portal include the addition of a fully integrated Client Relationship Management (CRM) module and new business intelligence tools that provide added efficiencies and valuable insights on how clients or investors are interacting with the information being shared within the FIPPEX system. 

"The improvements we made to the FIPPEX platform were the direct result of our ongoing conversations with current and potential clients and reflect their need to improve client relations and differentiate their offerings. In a highly competitive environment, the more comprehensive, consolidated and accurate the information an investment firm can gather about their clients or investors, the better they can service and address their needs," said David A. Pessis, Co-founder and Chief Executive Officer of FIPPEX.

The new CRM feature is fully integrated within FIPPEX's existing information management, document sharing, investor reporting and capital raising functionality, making it simpler and more efficient to track client activity and interest from one central location. In addition to the new CRM, new functionality was added allowing the FIPPEX portal to be seamlessly integrated with Microsoft Outlook or other contact management systems to provide a more complete solution for clients. 

Other enhancements include additional automatic tracking and management tools that provide better business intelligence including the ability to develop effective and timely management reports or alerts that help identify client interactions or issues; provide success measures; set up internal assessments; or create projections. With FIPPEX you can improve workflow by setting up alerts or automated actions when specific events occur within the client portal allowing firms to react quickly to fact based events.

FIPPEX is an interactive client communications and relationship management platform for the financial industry. Built on a secure web-based platform, FIPPEX allows firms to exchange information with their clients and obtain critical business intelligence with just the click of a mouse. FIPPEX integrates relationship management, capital raising, investor reporting, document sharing, due diligence tracking, information archiving and facilitates legal compliance. With FIPPEX, clients are able to simplify their workflow so their focus can be placed on managing relationships, raising capital and improving returns.

Contact Information

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