National Investment Company Service Association - Case Study | Fonteva
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NICSA Optimizes Administrative
Processes with Fonteva

Paperless event
registration

Staff is free to focus
on customer service

NICSA’s president can access Fonteva on the road
Administrative tasks optimized to save weeks of time

The National Investment Company Service Association (NICSA) is a not-for-profit trade association that connects global asset management industry participants in order to develop, share, and advance leading practices.

For over fifty years, the Association has offered a collective, timely view on evolving themes shaping the financial services industry. Deep expertise and unique perspectives come together in an open and collaborative environment to tackle the strategic implementation of the industry’s most vital issues.

The Challenge

NICSA’s legacy AMS was monolithic and didn’t allow for much flexibility or personalization. This caused their staff to take days per month processing rolling membership dues.

 

The Bottom Line

Mobile Membership Management, Built on Salesforce®

Everyone can  now access the system through any internet ready device, saving weeks per year with more flexibility and automated administrative processes.

“We were tired of having to go through our old solution’s customer support every time we needed something configured or a new report. Because Fonteva is built on one of the leading platforms in the world, it is so easy to customize our solution to meet our needs. But if we ever need help, they are always available.”

In selecting a new association software, NICSA’s top priority was identifying a cloud-based solution that could be accessed from anywhere at any time on any mobile device. Fonteva was ideal for meeting this need.

In addition, with limited access to technical resources, it was essential that staff members have the ability to personalize and make changes to the system on their own without having to rely solely on Fonteva. Fonteva was designed to give organizations the freedom to customize the solution to meet their unique needs without incurring expenses for costly upgrades.

“The Fonteva staff are incredible – smart, friendly, and very customer-focused. They took the time to get to know our business processes and came up with solutions to not only accommodate, but improve, our existing processes. Moving to Fonteva is one of the best decisions we’ve made.”

Michele Liston, Deputy Executive Director, NICSA

Learn More about the Fonteva Solutions Used by NICSA

Membership

Fonteva Membership has the features associations require to develop and nurture relationships, manage events, measure engagement, drive collaboration, and achieve their mission.

Events

Fonteva Events is an enterprise event management software powered by Salesforce®. From online registration to agendas and planning logistics, Fonteva Events works seamlessly with your event operation.

Communities

Fonteva Communities provides everything associations need to deliver their self-service member portal. With Fonteva, associations get the ability to create online directories, public and private member communities, and unique microsites, all mobile ready with single-sign-on (SSO).

eCommerce

Fonteva eCommerce provides full revenue accounting in one complete package. Manage multiple business units, create an eStore to sell anything, and handle all revenue accounting needs such as sales orders, invoices, and refunds.

Membership

Fonteva Membership has the features associations
require to develop and nurture relationships,
manage events, measure engagement,
drive collaboration, and achieve
their mission.

Events

Fonteva Events is an enterprise event management software powered by Salesforce®. From online registration to agendas and planning logistics, Fonteva Events works seamlessly with your event operation.

Communities

Fonteva Communities provides everything associations need to deliver their self-service member portal. With Fonteva, associations get the ability to create online directories, public and private member communities, and unique microsites, all mobile ready with single-sign-on (SSO).

eCommerce

Fonteva eCommerce provides full revenue accounting in one
complete package. Manage multiple business units, create an
eStore to sell anything, and handle all revenue accounting
needs such as sales orders, invoices,
and refunds.