Take a coffee break with Infinity. Join Infinity for a series of 15 minute webinars featuring QlikView. Watch the video demo and hear the audio presentation here: http://vimeo.com/28118712. How can you leverage pipeline information in order to increase assets under management? Today's webinar will focus on how to: Develop and manage the pipeline of potential investors as well as the associated relationships to close them faster; and Gain insight into future cash flows that would otherwise be unavailable.

1. Infinity Coffee Break Briefings:Leveraging The PipelineTo Increase Assets Under Management July 19, 2011

2. The Goal: Increasing Assets Under Mgmt Increase the velocity of new cash inflows Decrease cash outflows Reduce funnel leakage

3. The Goal: Increasing Assets Under Mgmt Increase the velocity of new cash inflows Decrease cash outflows Reduce funnel leakage

4. Key Information To Track Organization Investor Account Fund Dollars Relationship Manager Probability of Close Estimated Date of Close Stage

5. Hedge Fund Example In SalesLogix

6. Private Equity Example in Microsoft CRM

7. Investment Banking Example in MSCRM

8. Leveraging Effectiveness With Your Pipeline Send email/automatic alerts e.g. For any opportunity with no activity for two weeks For any opportunity due to close within two weeks For any organization where cash outflows are increasing Implement CRM/pipeline tracking on mobile device Print daily info package with background info for each client your meeting tomorrow

9. What Can You Learn From This Information As Portfolio Manager, what cash inflows and outflows can I expect next month? As Marketing Manager, is the pipeline balance across stage? Where are the bottlenecks? What’s stalled? As Marketing Manager, what market segments are we penetrating well/poorly? As Marketing Manager, how can I coach people on my team to be more effective? As CEO, what is the level of risk in our pipeline? As CFO, what cash flows should I be expecting

10. SalesLogix Welcome Screen Example

11. Microsoft CRM Dashboard

12. Qlikview Pipeline Dashboard

13. Qlikview Opportunities Dashboard

14. Qlikview Dashboard Views

15. Qlikview Last Touched For Coaching

16. Q & A