“The biggest problems Affinity helps me solve are how to track all of my activity and how to prioritize my time. It makes me a better investor. All of the things I need to do on a day-to-day basis I now do in Affinity.”
“Our clients want to know that we have key access to decision-makers. We’re able to show them this by showing them the core of our CRM system — Affinity. It’s about being honest and truthful — that is what matters to clients.”
“Affinity enabled us to centralize, organize and use information on our ecosystem in a very effective way, leading to better data exploitation.”
Thomas Schneider,
Partner, ISOMER Capital
“Affinity has become a daily tool that is ingrained in our workflow. I get a richness of data that didn't exist before. When I am connecting with someone, knowing if anyone at my firm already has a solid relationship or has recently connected with them is key. It enables us to be able to move fast in the same direction without stepping over each other.”
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