IMS Platform vs. Meltwater

In our specific use case we used IMS to manage the investor acquisition process and manage reporting going forward. Basically, it's a powerful, real-estate focused CRM that understands our pain points and issues. Additionally, it was cost efficient for our organization since we weren't using any of the waterfall technology, nor did we have extensive complicated ownership structures that we needed to import. We were essentially starting from the beginning, with very few implementation needs. In this situation, the software worked perfectly. We have been very happy with the service and technology. That said, if you have an extensive investor relations apparatus and need something that requires a tremendous amount of implementation (i.e. an entire, existing, investor management system) it may be a more difficult process

Incentivized

If you practice media relations in your role, Meltwater is helpful. You can do research to find relevant publications and journalists, build media lists, export them to share with a team or client and you can also keep notes on your campaigns. I like using it for research, although I do research outside the platform, as well, to be sure to be thorough (and some of the info in the database is outdated). I would say if you don't practice media relations, it's probably not as useful. There are other tools that do a better job if you want to search for media or social media mentions, for example. If you are looking for an all-in-one media relations tool that's relatively easy to use, Meltwater is probably a good fit.

Incentivized

• Investor Management
• K-1 Distribution
• New Investment Pages
• Clear Dashboards
• Customer Support

Incentivized

• Up to date contact information. It is actually relevant and active info, not always the case with others.
• The user interface is better than most tools. While not perfect, it's pretty easy to figure out how to get what you want.
• Their support is excellent. Anytime I've needed help I can call, but better than this, they proactively call and assist.

Incentivized

• Confusing UI (Hard to Use)
• Implementation Issues
• Missing Functionality

Incentivized

• Their tracking system for media mentions isn't perfect - we have stumbled across several posts mentioning our company/product that were not picked up by the platform. While frustrating, we send these URLs to our rep and their tech team ensures that that website will be monitored moving forward.

Incentivized

We have had great success with Meltwater Buzz the past 2 years. The reporting has been great for our board reports, seeing the conversations going on between our followers helps us to learn who our audience is and what we can do better on our social media. The analytics we see on Meltwater Buzz we could not get anywhere else

Incentivized

Once you get some basic training it's pretty easy to use. I would like to see training manuals, or instructional videos to help me explore features I'm not currently using.

Our account rep at Meltwater went dark for a long time. Then, a couple of weeks ago, our new account manager reached out to set up a meeting. Apparently, they had a big shakeup in the company, and there were some personnel changes. Our new account rep was great in discussing the platform's capabilities that were available to us and even offered to schedule a follow-up meeting with his technical team to introduce our new social media team members to the platform and how it could help them with their jobs.

Incentivized

Again, really in-depth and helpful for a program that is really easy to use.

Walked step by step through program. Very informative on a program that doesn't require much training.

You are only allowed 15 users, so make sure you've identified who will have access to use the tool.

We evaluated IMS against Juniper Square and the Crowdstreet white label platform. IMS came to the top for us because of our specific use case (i.e. less implementation needs, primarily investor acquisition and investor management). Also, at the time, IMS was way more cost effective for the functionality that was offered compared to its immediate competitors

Incentivized

Meltwater serves as an all-in-one platform, so it has benefitted us greatly in being able to service a variety of needs in one place. Having a streamlined platform is important to our team since it can feel counterproductive to visit a variety of products to service one client's needs. So, Meltwater has been essential in ensuring our needs are met through one destination.

Incentivized

• Increased investor acquisition
• Increase investor engagement
• Saved significant time in managing investor
• Massive time savings in K-1 distribution
• High quality investor reporting system

Incentivized

• Improved PR reporting, for sure.
• Competitor analysis for clients and ourselves.
• A great ability to track the news and understand particular news drivers for certain industries, allowing us to get our client in front of the media at or before the perfect moment.

Incentivized