Product
Built for buy-side professionals
Mariner CRM is a specialist platform created for investment managers, private bankers, wealth advisers, and IFAs who need more than a generic CRM.
Feature overview
Comprehensive entity management
Create, edit, track, and report on:
Engagements
Engagements and relationship tracking
Capture every interaction with structured detail: who, what, why, where, when, how.
Track outcomes, next steps, and follow‑up actions.
Dashboards and reporting
Insights for both sales executives and client managers:
Compliance and auditability
Usability and navigation
Why Mariner CRM works better than generic CRMs
Generic CRMs rely heavily on expensive customisation and still fail to capture the nuance of buy‑side relationships.
Mariner CRM is pre‑configured with industry‑specific data fields, workflows, and reporting structures, all for a reasonable monthly price
