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National Investment Company Service Association (NICSA): Momentive Success Story

"Our old AMS system was outdated. It was difficult to configure and use, and we didn’t feel like a priority to our vendor. With Nimble AMS, we now have a fresh, modern, updated system that’s much easier to use. And, the Momentive team has been so transparent, patient, and human from the get-go. We have never felt like we’re a number or a sales goal."
Allison Walsh
Vice President of Marketing, Nicsa
Products
Key Features

Reliable and worry-free updates 3x/year

Real-time reports and dynamic dashboards

Member Portal to enhance member experience

100%

of system updates delivered automatically, 3x a year, at no extra cost

12,000+

members and 175+ member firms with optimized member satisfaction

Immediate

improvements in staff efficiency and system configurability

In 2019, the National Investment Company Service Association (NICSA), a trade association for the global asset management industry, had been using its Salesforce-based association management software (AMS) for six years. They decided to upgrade it as part of an initiative to integrate all of their technology platforms. When they discovered they would have to pay the same price as a new customer just to upgrade to the latest version of the product, they recognized an opportunity to implement a solution that better met their needs.  

They chose Nimble AMS for a modern solution that includes:  

✓ Easy configuration to address their specific processes  

✓ A modern member-facing portal to deliver a great member experience  

✓ Regular upgrades so they always have the latest technology at no additional cost  

✓ A positive vendor relationship for help when they need it  

Challenge & Solution

NICSA was stuck on an outdated AMS system. They could not configure the system without going to their AMS vendor for help, and they often ended up being charged an additional fee. The organization needed a system that would help them work more efficiently while always staying on the latest version of the product. 

NICSA worked with the Momentive team to migrate to the modern, easy-to-use Nimble AMS system, which is backed by excellent customer service. 

Results

NICSA now has a modern system with regular upgrades included, ensuring it will always use the latest technology. NICSA saw immediate improvements, including the ability to easily configure the AMS to meet its needs and save time through easier-to-use navigation. They also enjoy a friendly and approachable customer service experience with Momentive. 

About the organization

National Investment Company Service Association (NICSA)

NICSA is a not-for-profit trade association that strives to connect all facets of the global asset management industry to develop, share, implement, and advance leading practices. For over fifty years, Nicsa has aligned industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America and the Blackwell Scholarship.

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Solutions
Key Features

Reliable and worry-free updates 3x/year

Real-time reports and dynamic dashboards

Member Portal to enhance member experience

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