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The specialist CRM for buy-side, client-facing professionals

Putting the Client Connection Communication Compliance Credibility
back into CRM

Mariner CRM helps client-facing teams at wealth managers, investment managers, private banks, family offices, and financial advisers manage relationships, capture institutional knowledge, and show compliance from a single platform
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The problem

Buy-side firms rely on trust, credibility, and long-term relationships. Yet many firms still manage information across spreadsheets, notebooks, and email folders. The result is fragmented information, duplicated effort, operational risk, and missed opportunities.
Fragmented data

Fragmented data spread across spreadsheets, emails, and legacy systems.

Low adoption

Low adoption because tools feel cumbersome and unrelated to real workflows.

Compliance gaps

Compliance gaps resulting from incomplete histories and missing audit trails.

The solution

Mariner CRM is designed specifically for client-facing professionals on the buy-side.

It provides a single source of truth for client relationships, organisations, contacts, and engagements, whilst it supports the governance and oversight requirements of regulated environments.

What makes Mariner different?

Straight-out-of-the-box solution
No expensive or lengthy post-purchase configuration and customisation required as happens with generic CRM platforms. Mariner can be used as it is.
Buy-side data model
The underlying data model is designed and built specifically for buy-side participants. Industry specific entities, fields, and workflows are available from day one.
Complex relationship mapping
Capture organisational hierarchies, mandates, consultants, trustees, legal advisers, beneficiaries, intermediaries and other stakeholders within a single relationship network.
Relationship centred workflows
Manage client reviews, consultant meetings, and all relationship activities in one place.
Visual dashboards
Understand your client base through dashboards and visualisations tailored to client advisers and relationship managers.
Compliance ready by design
Developed with regulated firms in mind, compliance capabilities are embedded into the platform architecture.

Core benefits

Capture every instance of client engagement in detail.
Strengthen client relationships through real-time dashboards showing AUM, revenue, tiering, at‑risk status, and more.
Improve sales outcomes through opportunity tracking, analytics, and workflow guidance.
Stay compliant with full audit trails, version history, and secure data governance.

Client and opportunity management

Everything your client-facing teams need:

Client dashboard and management
A centralised and consolidated view of clients, assets, opportunities, risks, activity and relationship history.
Engagement dashboard and management
Capture meeting notes, call reports, email summaries, and relationship interactions in a structured and searchable format.
Organisation and contacts management
Maintain a complete record of organisations and stakeholders, including their relationships to one another.
Audit log
Track changes across the platform with a complete audit trail.
No-hard-delete architecture
Maintain data integrity and reduce operational risk through built-in governance controls.
Role-based permissions
Role based permission controls access to features and functionality, with information access separately granted and tailored to each individual user.
Data migration and onboarding
Import legacy data and become operational quickly with optional onboarding support.

Latest news

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White papers and research April 28, 2025
Why CRMs Fail the Buy-Side?
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Discover how a specialist CRM can help your firm strengthen relationships, improve visibility, and reduce operational risk

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