Case Study: Emcore Asset Management achieves 360° sales visibility and 5–7 hours/week time savings with Maximizer CRM

Emcore Asset Management - Customer Case Study

EMCORE Asset Management AG is a Swiss-based institutional asset manager (with offices in Liechtenstein) that has offered yield-oriented, risk-aware investment strategies since 1998. As the firm grew, relationship managers relied on individual Excel spreadsheets to track contacts and sales activity, which became unmanageable — making segmentation, pipeline visibility and timely follow-up difficult and causing missed opportunities.

EMCORE partnered with Maximizer to implement an on‑premise CRM with bespoke dashboards, training and support. The system delivered 360° sales visibility and custom lead-stage indicators, saving relationship managers an estimated 5–7 hours per week, improving forecasting, personalised outreach and team knowledge‑sharing, and giving management clear performance oversight to drive more consistent, efficient client engagement.

Emcore Asset Management

Carolina Newton

Relationship Manager