The hedge fund industry can learn a lot about monetizing data, especially through the lens of CRM - Customer Relationship Management.

In this episode, long-time Salesforce executive Kyle Johnson joins us to discuss how CRM went from a fringe business concept to a core driver of today’s corporate environment. And here’s the key, CRM is really all about data. Names, phone numbers, emails, dates, etc. The genius comes in structuring that information in a format that salespeople can use to drive revenue and improve customer relations overall.

And when it comes to hedge funds, customers are investors.

Kyle explains how hedge funds can apply this CRM analogy directly - taking numbers from behind the scenes, structuring the data, then employing it through a platform that works specifically for the fund’s investor relations.

It’s what CRM did for sales, yet customized for hedge funds.

Key points include:

• automating investor outreach
• using CRM to scale investor relations
• enhancing brand perception and engagement via social media
• developing a customer-centric sales model
• analyzing investor data
• integrating CRM systems
• implementing technology solutions for operational efficiency

The time is now for hedge funds to learn from the sales world. Structure their data. Improve investors relations and set new standards of customer care through technology. Thankfully, Kyle reveals it all in this critically valuable episode.

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Welcome back to the Hedgineer Podcast, where we delve into the fascinating world of AI, data, and technology for hedge funds, asset managers, and prop trading. In this episode, we’re thrilled to have Brian Lee as our guest. Brian, a former colleague, is a true thought leader when it comes to user interface (UI) and user experience (UX) in the hedge fund space.

Brian’s journey has been nothing short of remarkable. From his early days at Citadel to his recent role as a senior engineer at Figma—a world-class UI development platform—he has honed his skills in creating intuitive tools and systems for portfolio managers and risk analysts. Figma, a powerhouse in the UI design realm, has provided Brian with a unique perspective on the interplay between UI/UX and asset management within hedge funds.

Join us as Brian shares insights from his career journey, including his software engineering work at Intel, where he dived deep into C++ and the inner workings of compute systems. His passion for understanding fundamental system principles led him to explore web technologies and backend development during internships at unicorn companies.

Tune in to gain valuable insights into the dynamic world of UI/UX in finance, straight from the Hedgineer Podcast! 🎙️

Remember to subscribe and stay tuned for more thought-provoking discussions on the intersection of technology and finance. If you’re curious about how UI/UX impacts asset management, this episode is a must-listen! 🚀

For more exciting info and other podcast episodes visit hedgineer.io

Feel free to share your thoughts and questions in the comments below. Happy listening! 🎧🌟

Disclaimer: The views expressed in this podcast are those of the speakers and do not constitute financial advice.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.