IMPROVED CUSTOMER ENGAGEMENT STREAMLINED SUPPORT COMPLETE VISIBILITY OF PIPELINE “NOT ONLY CAN WE MANAGE INBOUND QUERIES THAT WE RECEIVE FROM CUSTOMERS BUT WE CAN ALSO USE WORKBOOKS TO TRACK OUTBOUND QUERIES THAT WE SEND TO VENDORS.” INTRO Multrees Investor Services Ltd is a specialist provider of investment administration, consolidated reporting and custody services to investment managers and family offices. The company started life in 2011 and has already grown rapidly to 45 employees. The company’s clients are mostly boutique wealth managers in the high net worth segment. What makes Multrees Investor Services unique is that they offer a service built around their client’s requirements. The team take the time to gain an understanding of the specific needs of the client busin

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