Specialist
CRM system for the
buy-side industry
What is Mariner?
Mariner is a cloud-based CRM system for buy-side industry professionals.
If you are a client-facing, front-office professional at an investment management firm, an IFA, a private bank, or a wealth management house, Mariner helps you manage your clients and grow your business.
Mariner is available as both a mobile app and on your desktop, meaning you can access it anywhere and anytime.
Mariner’s unique selling points
Straight out of the box solution
Standard version comes pre-configured with buy-side specific data fields.
Minimum fuss
No need for dedicated CRM consultant or dedicated IT team to get started - you are ready to go as soon as you create your account.
Daily dashboard and other tools to support your productivity
Features include a dynamic daily dashboard to help you prioritize their activities and identify opportunities and risks. And email and reporting templates for standardizing and automating your low-value tasks.
Benefits
Mariner is designed to make your engagement with existing and prospective clients a highly valuable and stress-free experience.
- It automates data capture, saving you time and effort.
- Once the data is in the system, there is no need for you to re-enter the data in another part of the system.
- It centralizes and displays critical information in real-time and in a single view. You do not have to navigate multiple systems and reports.
- It relieves the burden of administrative and manual tasks, allowing you to focus on higher revenue activities.
- There is a core suite of only three functions, which makes for higher usability. And no need for you to take regular refresher training.
- The standard version of Mariner comes with industry-specific configurations, so no additional customization costs.
About us
Founder & CEO
CTO
Adviser
Why the buy-side industry needs Mariner
Specialist CRM for a regulated industry
Existing CRM systems are too generic for such a highly regulated industry like the buy-side industry.
Easy and secure
Mariner gives you all the usability of a consumer tech with the robustness and security of an enterprise system.
Automate tasks, maximize client time
Mariner automates manual and administrative tasks to give client-facing professionals more time for their clients.
Our mission
We want Mariner to become the CRM system of choice for
buy-side industry participants by supporting users pursue
deeper engagement with their clients, facilitate their
business growth, and give them insights and tools to manage
their costs.
How Mariner works
Create an account and download the mobile app
Transfer legacy data
Start using Mariner anywhere, anytime
Putting the C back in CRM
