Yardi Client Success | Cohen Asset Management Inc.

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Yardi helped Cohen Asset Management Inc. enhance investor relations and reporting efficiency through Yardi Investment Manager. The CRM and investor portal compiled portfolio performance into a single database, automating customized correspondence, tracking prospects and activities, and enabling fast, accurate responses to inquiries. This improved data accuracy, reduced manual follow-ups, and boosted investor confidence with timely access to returns, distributions, and deal information, strengthening service quality and professional image.

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Yardi Client Success | Cohen Asset Management Inc.

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