Comments for Financial Blog

Comment on What’s Hedge Fund CRM? by Steve @ Asset Management CRM

Steve @ Asset Management CRM — Tue, 07 Feb 2012 14:56:00 +0000

Some good points made here. There’s no denying that improvements to marketing and communications, segmenting contacts and creating unique, targeted campaigns to keep old investors happy, improve transparency and marketing to new investors are going to benefit the fund regardless of it’s on site implementation or SaaS.

As for privacy, I think it’s a case that whilst it was always an issue, these concerns have been put to bed, hopefully for good.

Regardless of what solution is chosen (and on-site isn’t actually more expensive than SaaS in the long run, just the short term), a hedge fund CRM system is going to benefit funds in a number of ways.

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Comment on Traveling Long Distance In The Car With Children Doesn’t Have To Stress You Out by rose

rose — Tue, 27 Dec 2011 16:00:00 +0000

These are some great tips and I thought I would share some of the things I do and add a little to your tips. I plan my trips weeks ahead of time and start writing out list of things to pack, so I don’t forget anything. I let the kids pack a small backpack full of activities they would like to do in the car. I leave my house early in the mornings so that the kids will nap in the middle of the ride. I also make sure there is plenty of time so we can stop and see sites and have a picnic so the kids can get out and stretch their legs. As you said some kind of DVD player or game system is always a lifesaver in the car. I use my iPad because they have all the options. They can play games, read, watch movies, and watch TV. Through my long time provider DISH Network, I have the DISH remote Access app and with the Sling Adapter hooked up to my receiver, the kids can access all our subscription channels and DVR recordings. They can watch live TV from anywhere we can get a Wi-Fi or 3G connection. They love watching all their favorite shows while we are on the road and it keeps them quiet for hours. Working for DISH is how I learned about this product and I am so glad I did because it has been such a lifesaver on this last trip. Another cool tip is to go to the dollar store, grab a few toys, and give them to the kids throughout the trip as surprise gifts. The kids really enjoy that.

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