PIMFA, the Personal Investment Management and Financial Advice Association, formerly known as the WMA (Wealth Management Association), formerly known as APCIMS (Association of Private Client Investment Managers and Stockbrokers), is a longstanding HUB client.
At the core of the PIMFA digital membership strategy sits the PIMFA website and PIMFA Trade Association CRM. With close integration between both platforms, the management of the membership becomes informed and intelligent, with visibility available for member online and offline activities and every step.
Each element was built from scratch by the HUB team, tailored specifically to PIMFA’s business needs. This consolidated trade association CRM supports the whole business, enabling staff in all areas to work more efficiently and in conjunction with members, therefore saving the company time and money, and providing organisational accountability.