âHaving founded ProTrak in 1988, Iâve been privileged to witness the maturation of the global institutional industry and with it, the growing need for outside counsel in evaluating best practices and new applications for our software and services,â Koziel says, âMs. Minard has been a loyal client, sound advisor and dear friend to our business for over 15 years; it seemed natural to extend her the offer of Chairman for our new Advisory Board.â Koziel confirmed Ms. Minardâs ideas in the application for ProTrak both in her own business and for their global clients have resulted in forward-looking innovation for the firm, including insight into best practices for client service and the role technology can play in this outreach.
âHaving watched Ms. Minard raise over $7 billion in assets across 18 countries, I have seen first-hand how she fine-tuned the applications, queries and profiles needed to ensure consistency in that personal touch to clients and consultants, and the ProTrak applications that she uses every day to most effectively raise global institutional assets,â Koziel says.
âProTrak is the backbone of our marketing and client service teams,â Minard, President and Partner of Cogo Wolf Asset Management, LLC, confirms. âIt is the library and archive for all information between our firm and our clients, consultants, peers and prospects. Iâve built several marketing teams from scratch over the past decade, and ProTrak is the first step in organizing a thoughtful, strategic marketing and client service program.â
The ProTrak Advisory Board will grow judiciously over the coming years. Mr. Koziel confirmed he has identified âtwo other top professionals, one in Europe and one in the U.S.,â that will round out the Board.