Carmignac Gestion

Carmignac is a leading European asset management firm managing investment funds for institutional investors, distributors, and private clients worldwide. To strengthen client relationship management and improve visibility across its distribution network, Carmignac launched a CRM modernization initiative.

360Asklogix supported the implementation of a Salesforce Sales Cloud platform designed to centralize investor and distributor data, improve sales activity tracking, and provide better reporting for management.

Carmignac operates in a highly relationship-driven industry where managing distributor networks and institutional investors is critical. Key challenges included:

• Client and distributor data stored across multiple tools and spreadsheets, making it difficult to obtain a consolidated view of relationships.
• Limited visibility on distribution activities, with sales teams lacking a unified system to track meetings, opportunities, and mandates.
• Manual reporting processes requiring significant consolidation of sales activities and fundraising pipelines.

The Goal: A centralized CRM platform to consolidate investor and distributor data, track fundraising opportunities and mandates, and support collaboration across distribution teams.

360Asklogix implemented a Salesforce Sales Cloud architecture tailored to the needs of asset management firms, enabling:

• Centralized information on institutional investors, distribution partners (banks, wealth managers, platforms), and investment consultants.
• Tracking of fund distribution opportunities, institutional mandates, and investor engagement activities.
• Structured management of meetings, calls, and investor interactions, improving coordination between distribution and investor relations teams.

Following the Salesforce rollout, Carmignac achieved the following outcomes: