Business Intelligence that powers your success

Eliminate Information Silos | Leverage Intuitive Workflows | Aid Superior Decision-Making | Build Profitable Relationships

65%

Reduction in data entry and manual tasks

80%

Reduction in information silos across the board

90%

User adoption rates with superior UI/UX engagement

75%

Reduction in turn-around-time on support issues*
*compared to peers

Domain-specific CRM for capital markets

Drive insightful exchanges, push for deeper engagement, and create enduring and profitable relationships

What makes us special?

Superior UI/UX experience for users

Easy onboarding experience

Easy to customize workflows

24x5 high touch support and handholding

Significantly lower total-cost-of-ownership compared to peers

We understand your business workflows and challenges

Deal-management and origination simplified
Create a single source of truth across the organization
Improved customer intelligence and engagement
Power your institutional broking business to the next level
Granular alignment with client expectations
Integrated Analyst & Corporate Access Management
Drive higher conversions and increase asset base
Intelligent task management tools
Align sales team to avoid outreach conflicts
Supporting your fund-raising and investing lifecycle
Business development and outreach activities
Investment evaluation and funding decisions
Deal-management and origination simplified
Create a single source of truth across
the organization
Improved customer intelligence and
engagement
Power your institutional broking business to
the next level
Granular alignment with client expectations
Integrated Analyst & Corporate Access
Management
Drive higher conversions and increase asset
base
Intelligent task management tools
Align sales team to avoid outreach conflicts
Supporting your fund-raising and investing
lifecycle
Business development and outreach activities
Investment evaluation and funding decisions

Third-Party Integrations – Applications Marketplace

We have designed a marketplace that brings under it a growing list of frequently used applications by our customers that can be easily integrated within the workflows of InsightsCRM. Our integrations are designed from scratch to deliver meaningful value to our customers.

Our overriding philosophy behind this has been based on the principle that no system today is an island. The ultimate power of our offering rests on how easily we allow users to “talk” to and “engage” other frequently used third-party applications in their normal working day to boost their user experience and productivity.

Email Integrations
Virtual Meetings
Click-to-Dial Telephony
Lead Generation
Cloud Storage
Smart Contracting
Third-Party Data

Interested to know more!

Book a Demo

Thought Leadership