Leverage insights to truly understand your client needs, ensuring effective coverage of client organization across Research, Sales & Trading. Manage high-value services like analysts and corporate access seamlessly across the service value chain.
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One of the greatest challenges facing institutional brokers is to drive greater accountability across the client service value chain. We drive both organization and individual level accountability to the client across the Research, Sales & Trading functions.
Your client’s commercial priorities and focus are forever evolving based on market events and performance pressures. Meet your clients’ expectations time after time by accurately mapping their requirements and tracking their delivery.
All CRMs in the institutional stock-broking domain consume tonnes of data but few deliver valuable insights to feed the client service value chain. Drive stronger customer engagement with smart data insights.
Your research product and ability to deliver high-performing corporates as well as emerging corporates to your institutional investor client base accounts for bulk of your revenues. We deliver you seamless capability to target your top-paying as well as potential top-paying clients with an effective access management tool.
Your research analysts are not merely passive producers of content. We ensure your research product proactively engages your client-base despite their diverse investment priorities and focus, building a stronger brand recall and engagement across your client-base.
Most institutional broking CRMs fail to deliver a seamless experience on dataflows and customer engagement when meeting your conference management needs. We ensure a seamless experience for your conferencing team with robust workflow and reporting tools.
Reaching out to your clients and corporates; capturing their preferences and availabilities; matching clients to their priorities and interests; and responding to last-minute changes. We take down your stress levels every step of the way!
Institutional stock-broking continues to remain extremely competitive with clients expecting more and more value while looking to pay for such services in a more discerning manner. We empower business decision makers with the right data insights to maximize wallet-share and overall business level revenue management.
