Together, we make a great team
Enfusion partners with clients to achieve enterprise-wide goals such as cost reduction, technology transformation and business scaling. Our partnerships are founded on reliability, efficiency and proactivity. We invest in our people and in your success, recruiting and training top talent and focusing 50% of our employee base on customer service.
our customer service approach
Client-centric philosophy
High
Collaboration
We don’t pay lip service to partnership, we deliver. We’re driven by meeting our promises and your goals.
High-touch
service
Our award-winning service, with a 94% AITE satisfaction rating, keeps your fund always on the move.
High-speed
innovation
We’re known for our industry-beating speed of innovation, with rapid system enhancements introduced every week.
Highly tailored
teams
We support clients with regionalized, multi-skilled teams and named pods.
customer success
Becoming an expert and staying one just got easier
Meet our Client Success Managers, they navigate your needs and stay with you for the length of your partnership with Enfusion*
*Our client retention rate is 99.8%, so you’ll really get to know the team.
GETTING YOU UP AND RUNNING
Onboarding experience
Our implementation process is regularly finessed. From new funds to system conversions, our onboarding experience is expansive, managed by a team with deep and broad investment management experience.
New clients in 2019
above $1b in AUM
Clients
onboarded 2019
Conversions from
legacy systems 2019
Clients using
Enfusion every day
Designated for success
Our onboarding process
Client Success
Manager
Your lifetime manager starts to learn about your business and introduce you to Enfusion.
Connectivity
Assessment
Assessment of existing systems, third party vendors, integration points and data feeds.
Connectivity
Set-up
Configuration of third party vendors, custodians and admins. Conversion from legacy system, as required.
Training
Specialist training, overseen by an onboarding project manager, equips you with functional skills.
Custom needs
Set-up of custom reporting and reconciliations to smooth system live launch.
Transition
Extended period of transition, with post lauch check-ins and further optional training.
evolving with you
Customization and partnership
Our client collaborations include custom projects, built for a fund’s specific needs, and developing multi-tenant system enhancements that benefit all users.
Keeping you successful
Follow-the-sun product consulting
Global support
Enfusion product support teams are based in Chicago, New York, Dublin, Mumbai, and HK.
Training our team
Classroom training, bug fix clinics, financial deep dives and mentorship get our team ready for action.
Ticket speed
Our skilled Ticket Lieutenants ensure that each request is rapidly matched to the most appropriate consultant.
OEMS specialists
To ensure vital trading time is not lost, we have strategically situated Enfusion OEMS experts within our support teams.
Connectivity experts
We keep connectivity with vendors and prime brokers friction free.
Rapid escalation
We escalate complex and market sensitive issues, providing access to specialist internal resources.
Fund diversification
Our product consulting teams are multi-skilled, allowing you to flexibly adopt new trading strategies.
Customization
We assess custom requests to ensure that client enhancements receive the right technical support.
global offices
We forge strategic partnerships worldwide
Globally situated developers, technologists, help desk support and customer success.
Chicago
125 South Clark Street, Suite 750 Chicago, IL 60603
+1 312-253-9800
New York
120 West 45th Street, Suite 1100 New York, NY 10036
+1 917-475-4736
London
44 Davies St, Suite 1S Brookfield Mayfair, London W1K 5JA
+44 (0) 20 3880 5951
Dublin
9 Fenian Street, Suite 400 Dublin 2, Ireland, D02 RX24
+353 (1) 588 1020
Hong Kong
Club Lusitano Suite 6F 16 Ice House St. Central, Hong Kong
+852-3892-8434
Singapore
20 McCallum Street #19-01 Tokio Marine Centre Singapore 069046
+65 69327548
São Paulo
R. Prof. Atílio Innocenti, 165 São Paulo, SP Brazil 04538-000
+55-11-4280-7697
Mumbai
The Centrium Phoenix Marketcity, Suite 1-1 LBS Road Kurla West, 400070 Mumbai, Maharashtra, India
Strength In Our Numbers
New clients
Customer support staff
Increase in implementation and customer support staff in the last 3 years.
Client satisfaction
Independent studies by Aite show Enfusion as a clear leader for client service amongst our peers.
Global locations
With 8 Global offices, we provide 24/6 support for our clients.
24-hour Helpdesk support
We use a ticket system to field your support needs. See us in action.