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Digitally transforming asset management product sales processes

First Metro Asset Management, Inc. (FAMI) uses QuickReach to build flexible digital solutions that fit the exact needs of the organization and accelerate the effectiveness and productivity of asset management/financial product sales processes

Solution Overview


Sales Lead Management

Development Time

Less than 1 month

Business Value

Visibility on leads
Time savings on manual data encoding

Development Time

App accessible by account managers and sales teams for lead monitoring


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About FAMI

About FAMI

First Metro Asset Management, Inc (FAMI) is among the most trusted and best-performing mutual funds in the Philippines. They committed to providing every Filipino the best opportunity to make their wealth and assets grow even further.


The Process Before Using QuickReach

The Process Before Using QuickReach

FAMI engages in the mutual fund business and promotes savings mobilization, and advocates investment literacy among Filipinos

A key initiative for FAMI was to improve sales processes and to veer away from manual data encoding into spreadsheets that cause inefficiencies

How QuickReach Helped

In a matter of days, FAMI was able to create their own lead management app for the sales team to use in tracking the progression of their leads

This provided better visibility on leads and improved data accuracy and security

How QuickReach Helped
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