Snyder Capital Management is a focused long-term fundamental high quality value manager that specializes in managing Small-Cap Value, Small/Mid-Cap Value, and Concentrated All-Cap Value U.S. equity strategies. Asset management remains the firm’s sole focus and business.

The Challenge

• With a constant need to build relationships, portfolio managers across North America required a better way to nurture high value accounts.
• The company sought a solution that would enable portfolio managers to spend more time with customers and prospects, and less time traveling.
• Always on the search for new accounts, Snyder needed a quick way to expand regions.

Why ProsperVue?

• Snyder Capital chose ProsperVue for its powerful feature set, analytic capabilities, and integration with Salesforce – all at a lower price point than in-house or competitors’ solutions.
• ProsperVue made an immediate impact at Snyder by streamlining the sales process, saving valuable time and miles while expanding territories and creating opportunities.
• Snyder Capital also found ProsperVue’s support teams helpful and knowledgeable about their financial services business and industry best practices.

The Results

• With ProsperVue, Snyder improved their pipeline for assets under management by $650 million within a few months.
• ProsperVue has saved thousands in travel costs by giving Snyder the features to plan ahead.
• Snyder Sales reps have successfully expanded from city to greater metro area territories, finding countless opportunities along the way.

Products & Services

Used to deliver these results: