Achieve Success in the Capital Markets Space

Unlock Your Client’s Full Potential with our Sales, Trading & Research CRM Product

Boost the Performance of Your Sales, Trading
and Research Team

As subject matter experts in the Sales, Trading and Research space, we offer CRM products for those who are part of a corporate and institutional bank or a stand-alone capital markets firm.

Our Intelligent Customer Management solution leverages the power of artificial intelligence, machine learning, and analytics to help you strengthen trusted business relationships, deliver personalized service and maximize profit and optimize capital usage. By delivering a truly integrated CRM product that delivers on the real-time data requirements of each firm, we deliver a superior user experience, drive high user adoption rates and provide a competitive total cost of ownership.

Leverage Our CRM for Sales, Trading and Research to Meet Your Key Business Objectives

Our CRM is designed to address your key business challenges and drive your business forward. Through our cutting edge, digital technology, we help deepen relationships with clients and recommend better trades, modernize the sales and service model and help you meet regulatory requirements.

On top of delivering the superior performance, and usability associated with first generation cloud computing, our CRM for Sales, Trading and Research product was built to have deeper banking specific functionality and superior integration capabilities than other CRM options.

The Benefits

Our CRM is designed to address your key business challenges and drive your business forward.
Maximize profit and optimize capital usage
Improve collaboration between sales people and research analysts to enhance client servicing
Drive revenue predictability and optimize processes
Increase the number of opportunities and roadshows to drive revenue
Offer the best recommendations via the right channel at the right time
Demonstrate regulatory compliance


Powered by artificial intelligence, our CRM capabilities equip advisors to meet their business needs.

Roadshow Management
Effectively Manage Multi-Day, Multi-Location Product Events via Our Roadshow Management Feature

Designed to help users effectively manage multi-day, multi-location product roadshows, our Roadshow Management functionality helps to maximize profit and optimize capital usage. By providing a consolidated view of event agendas, contacts and activities, it simplifies and streamlines roadshow planning, tracking and execution, regardless of the scope or the number of events.

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Call Lists
Optimize Call Activity by Leveraging Our Score-Based Call List Capability

Developed to optimize the client calling process, our Call List feature ranks calls based on client profile and guides sales people through the call logging and distribution process.

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Strengthen Collaboration to Increase the Efficiency of Your Flow-Based Business

Developed to optimize the client calling process, our Call List feature ranks calls based on client profile and guides sales people through the call logging and distribution process.

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Client Relationship Modelling
Improve Data Analysis and Segmentation through Our Client Relationship Modelling Functionality

Developed to help users profile and segment data, on top of analyzing client interactions and relationships, our Client Relationship Modelling features equips users to make intelligent data-driven decisions. This way, they can identify spheres of influence, generate new opportunities, and calculate total customer value. Further, it allows them to automatically assign clients to the appropriate tier based on their value to action identified opportunities.

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Comprehensive Customer View
Spend Less Time Toggling and More Time Servicing Business Clients

Built to consolidate all key information across your firm, our Comprehensive Customer View equips users with the most informative, insightful and up-to-date information.

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Our Technology

Designed to help our capabilities run at full capacity, our key technology components
help drive our CRM forward.

Deployment Options

Flexible Deployment Options to Cater to Your Needs

We provide you 3 flexible deployment options to accommodate to your firm’s business needs: on-premise, hybrid and private cloud. We will also provide you a secure solution with full ownership of your data. Our point of differentiation is that your data is never co-mingled with that of other customers.

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Drive User Adoption Rates via Our Integration-First Approach

With our focus on integration and the customer experience, our CRM for Sales, Trading and Research product addresses the challenges around processing large volumes of data from existing systems by providing users a consolidated, easy-to-use interface. This, in turn, drives adoption rates.

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Standardize and Automate Processes through Our Workflows

Our rules-based SmartForms, workflows and activity plans are designed to standardize and automate scheduled and ad hoc tasks. Not only do these reduces risk levels (resulting from human error), they enable users to focus on revenue-generating activities.

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Rules Engines

Drive Accuracy and Efficiency with Our Rules Engine

Our rules engine, designed to enforce business rules company-wide, can be defined at any layer of the platform. At run-time, events, UI navigation, or business model updates, can set these rules to motion. In fact, rules can be configured for our key capabilities and features, including: alerts & notifications, workflows, coverage, categories & custom fields, NexJ NudgeTM and data validation.

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Drive Security through Our Industry-Recognized Rules-Based Model

Based on visibility rules, our dynamic, flexible, and centralized security model allows users to share information without worry. Founded on industry-wide standards, it allows us to directly map to existing security models and leverage existing entitlements models. Security rules are enforced by our main server and are centrally defined in the Business Domain Model. This way, they are applied across the board, regardless of your UI or access method.

Key components of our security model are: integrated user authentication, data visibility, functional entitlements and encryption.

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Run Your Team with Confidence Knowing that You’re Meeting Fiduciary and Regulatory Requirements

Designed to address the constantly-changing regulatory environment, organizations are under increased pressure to comply with fiduciary and regulatory requirements. That’s where our extensive experience working with leading global financial institutions comes in. Not only do we specialize in helping firms meet their regulatory obligations, we integrate with local and regional policies and standards.

We also provide data virtualization capabilities that you can use to satisfy complex in-country and cross-border data residency requirements across multiple jurisdictions.

We can help you comply with industry and government standards and privacy regulations through key features: data virtualization, security, business rules, Smartforms & workflows, reporting and auditing.

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Get started today and let us help you attain success.

Book a demo today and learn why we are a global leader in the CRM space.

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Have a question? Get in touch with us today.

We will be happy to answer any questions or concerns you may have.

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