Services
Private market firms often struggle with fragmented data across various systems, making it challenging to have a unified view of client interactions and relationships. This fragmentation impedes decision-making and hampers client servicing efforts.
Integrating CRM systems with other critical platforms like accounting, portfolio management, and reporting tools is often complex and time-consuming in the private markets. This lack of seamless integration leads to inefficiencies and redundant data entry, impacting productivity.
Private market firms have unique workflows and requirements, necessitating extensive customization of CRM systems. However, this customization process can be intricate and costly, requiring specialized expertise and ongoing maintenance to ensure alignment with evolving business needs.
Adopting CRM and deal flow technologies often entails significant organizational change, including process redesign, workforce training, and cultural shifts. Private market firms may encounter resistance from employees accustomed to manual processes or apprehensive about the implications of automation on their roles. Effective change management strategies are essential to overcome resistance and ensure successful adoption of BPM and Automation initiatives.
System selection, peer benchmarking and health checks.
Current state assessments, future state recommendations and target operating model based on your business requirements.
Assist or lead in data migration, transformation and sanitization activities. Transition existing or constructing new reports and workflows.
Tailor an out-of-the-box experience to one matching the way you operate via requirements discovery and gathering, system configuration, project/program management.
Provide training sessions and change management controls, supplying interim external resources through managed services agreements.
We specialise in alternative investment management. Understanding market trends and practices.
We are technology subject matter experts. Keeping our clients one step ahead by being at the forefront of the technology developments, new technologies and new entrants
We combine industry and technology expertise into one service offering.
We can rapidly deploy our proven templates and methodologies to accelerate sustainable change.
Lionpoint helps private equity clients navigate complex operations by leveraging our expertise and track record of implementing best-in-class technology solutions to optimize performance and drive growth.
Find out moreWe help align intersection of technology and operations transformation to support.
Find out moreWe work with our clients to build out their ecosystem by driving optimization of operation and technological processes and systems.
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