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.
Powered by artificial intelligence, our CRM capabilities equip advisors to meet their business needs.
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.Learn More about Roadshow Management arrow_forward
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.Learn More about Call Lists arrow_forward
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.Learn More about Collaboration arrow_forward
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.Learn More about Client Relationship Modelling arrow_forward
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.Learn More about Comprehensive Customer View arrow_forward
Designed to help our capabilities run at full capacity, our key technology components
help drive our CRM forward.
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.Learn More arrow_forward
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.Learn More arrow_forward
Book a demo today and learn why we are a global leader in the CRM space.Book a Demo keyboard_arrow_right