Background
Lightman Investment Management is an independent investment management company specialising in European equities. Founded in 2019, and based in London, Lightman manage the assets of a UK domiciled OEIC and a Luxembourg domiciled SICAV. With a small, highly focussed team, Lightman provide high levels of customer service, with a focus on relationship management and a transparent all-inclusive charging structure.
Objectives
As existing users of Mailchimp, Lightman required their contact lists, Mailchimp campaigns and subscriber lists to be synched with Salesforce data. Furthermore, this information needed to be interacted with in Salesforce, enabling Lightman to manage Mailchimp data without having to switch between the two platforms.
