Yardi Client Success | Cohen Asset Management Inc.

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Yardi helped Cohen Asset Management Inc. enhance investor relations through Yardi Investment Manager, compiling portfolio performance into a single database for easy access to prospect tracking, activities, and correspondence. The CRM and investor portal automated customized messages, enabled fast responses to inquiries with accurate returns and distributions data, and improved reporting quality. This saved staff time, boosted investor confidence, and strengthened professional service without manual spreadsheets.

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Yardi Client Success | Cohen Asset Management Inc.

Yardi Client Success | Cohen Asset Management Inc.

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