ANALEC ClientManager

CRM for global investment bank's brokerage business.

Empower your client service organization:

A suite of integrated and easy to use client servicing tools that ensure each touch-point of the client servicing relation – calls, emails, meetings, roadshows, conference, research consumption, client feedback etc. – are not only captured but iteratively feeds the client service process.

Boost client profitability:

Helps your organization fight the classic 80:20 challenge, wherein 20% of your clients are responsible for 80% of your business. Helping to optimize your sales & trading footprint across your clients, on the basis of importance, priorities, and revenue generation potential.

Actionable business intelligence:

Versatile management reporting tools that are able to meet your regular but also bespoke reporting needs, without delay or tedium; improving quality of decision-making across the organization.

Call List Management:

Unified user interface to list your individual clients, their priorities, their service needs, and any pending tasks against any of them

Individual client lists feeding activity into the Account Management structure to ensure all servicing activities is tracked at both the individual and account level without any manual process

Active management of "To Do items" and related tasks, both that are assigned to other colleagues as well as assigned to the logged in user from the rest of the business

Set minimum standards on service for individual clients (against specific logged in users) and have proactive alerts to ensure fulfilment

Roadshow Management:

Simple to use, intuitive workflow, and drag-n-drop capabilities to run and manage roadshow preparations

Ensure the most appropriate clients (in terms of either priorities or interests) are targeted for specific roadshow invitations

Seamlessly integrate Thomson Reuters’ buy-side portfolio holdings and contacts database to feed your roadshow invitation capabilities

Generate itineraries; commit meetings in MS Outlook calendar; incorporate logistics planning; and capture client feedback (on meetings) all within easy reach.