Backstop’s Investor CRM System to Integrate with Leading Investor Database
Backstop Solutions Group – a leading provider of cloud-based solutions purpose-built to help the institutional investment industry save time, increase productivity and make better investment decisions – announces a partnership with Preqin Ltd. With this partnership, a new Backstop feature allows Backstop users to seamlessly integrate Preqin investor data into their Backstop CRM platform.
“Many of our clients are already using the Preqin database to source potential clients, so this partnership will further streamline their sales and marketing efforts and help them work more efficiently.” said Robert Goldbaum, Backstop’s Vice President of Product & Market Strategy. “With this integration, Backstop clients will have access to the Preqin Institutional Investor databases from within the Backstop interface, providing a seamless information flow when searching for appropriate contacts to build relationships and raise institutional awareness for their investment products and services.”
For Backstop users that subscribe to the Preqin database, the Preqin Hedge Fund and Private Equity investor data can be easily queried and linked into Backstop. Users will be able to search the Preqin database from within Backstop and then quickly upload relevant data to their Backstop contact cards.
“As the alternative asset industry’s leading source of data and intelligence, we’re thrilled to be partnering with another industry leader like Backstop,” said Tim Friedman, Preqin’s Chief Commercial Officer. “The integration of our database with their CRM / Investor Servicing system will further enhance funds’ fundraising, marketing and investor relations services.”
Beyond adding and updating investor contact data, this integration allows users to leverage work across their business. Maintaining Preqin data within Backstop gives all team members access to up-to-date information from one, centralized location, which saves time and facilitates effective communication internally, as well as with current and prospective investors.
Backstop users wishing to utilize this feature must have current Preqin user licenses.