What We Do
We build world-class turnkey customer engagement solutions for the asset management industry powered by the Salesforce platform.
Why Kyloe?
Best-in-class Functionality
Designed from years of experience implementing Salesforce for many of the world’s leading Asset Managers, Kyloe features represent industry best practices. Additionally, economies of scale allow us to deliver superior capabilities which would be out of reach for custom Salesforce implementations.
Quickest Time-To-Market
Custom Salesforce implementations take months for requirements gathering and design alone. Our turnkey solution is ready to go — there is no faster way to get up and running. We also offer pre-built integrations and data migration templates to accelerate your conversion.
Say Goodbye To Project RIsk
Implementing Salesforce is hard. There are many risks and these cost money to mitigate. By installing Kyloe’s pre-built solution, your implementation is simpler yet it is more likely to meet your business needs. We also see improved user adoption, maximizing return-on-investment.
Non-Stop Innovation
Your license includes updates and enhancements. Also, the solution will always be aligned to the latest Salesforce features and standards. And you get to reduce maintenance overhead and avoid costly upgrades. Be a hero!
Save Money
Reduced implementation costs, improved time-to-market, reduced risk, superior functionality and on-going future enhancements significantly lowers your overall Total Cost of Ownership.
Our Clients
Our clients are asset management firms of all types. Our products are designed to empower firms across multiple channels, multiple investment vehicles and a broad user base.
Channels
INTERMEDIARY - Wholesaling mutual funds, ETFs and other investment vehicles through intermediary financial advisors, RIAs, broker dealers and banks.
INSTITUTIONAL - Selling of investment strategies & vehicles directly to institutional investor clients (e.g. pension funds) and working with investment consultants.
HIGH-NET-WORTH - Direct selling of investment strategies to high-net-worth individuals, often working with financial advisors.
RETIREMENT - Placing of investment vehicles into employee retirement plans
ALL OF THE ABOVE - Our all-on-one products are designed to work together across channels
Investment Vehicles
Our products support all vehicle types, from traditional vehicles such as mutual funds and separately-managed accounts to alternative investment private funds.
Job Functions
Our products are optimized to support the unique engagement models for all roles directly or indirectly facing off with clients and intermediaries, including:
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Internal wholesalers
External wholesalers
Hybrid wholesalers
National Accounts
Product Specialists
Sales Analytics
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Business Development
Relationship Managers
Consultant Relations
Client Service
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Executive Management
Sales Operations & Support
Portfolio Managers
Marketing
