Your Trusted Capital Markets Technology Partner

Superior Customer Engagement | Insightful Customer Intelligence | Domain-Centric Workflows | Knowledge Management | Third-Party Integrations | User-Centric Capabilities | Ease of Deployment & Support

Content Authoring Tools | Workflow Management | Compliance and Regulatory Risk Management | Fully Integrated within Microsoft365 | Product Automation | Digital Delivery and Engagement | Readership Analytics | Proactive User Support

Company Overview

We pride ourselves on understanding the capital markets domain and its unique challenges when it comes to business processes and customer engagement. We deliver a range of out-of-the-box capabilities from across our product suites, helping you achieve superior customer engagement and decision-making intelligence.

We work across the capital markets space, involving investment banks (i.e., corporate finance, M&A, ECM/DCM and advisors), broker-dealers, investment research organizations, institutional asset managers (including private equity and venture capital firms), and wealth advisors.

21+

Years of empowering financial services organizations

15,500 +

Users globally over the years

8.5 +

Years of average duration of each customer engagement

6.5 +

Million individual instances of content delivery to customers

Our Products

Customer Relationship Management

Customer engagement workflows to support your business success

InsightsCRM is the ultimate domain-centric CRM that goes way beyond traditional CRM systems to support capital markets professionals. Eliminate information silos, embrace intuitive workflows, and drive superior customer engagement across your client activities. Achieve superior productivity, and closer collaboration, and promote superior decision-making across your business.

Content Management and Publishing Workflows

Superior content authoring, workflow approval, and digital delivery

ANALEC Resonate leads the way in versatile content authoring and workflow approval management across investment research organizations. Coupled with intelligent content distribution and digital engagement (with the end customer), we bring you the entire value chain out of the box. Not only do we meet your content automation needs, but also deliver peace of mind when it comes to internal and regulatory compliance.

Capital Markets

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

Banking, M&A and Advisory

Support your corporate finance team and deal bankers with the most intelligent tools to drive revenue growth and superior customer engagement. Ensure confidentiality across deal teams and the organization when it comes to working on transactions.

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Research, Sales & Trading

Address the complexities of your institutional broking business with a set of robust and intelligent tools that promote impactful client targeting, and improved customer engagement level transparency. Platform to support your corporate access and investor conferencing needs. Digitize your investment research organization workflows and boost your tactical research marketing capabilities.

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Explore ANALEC Resonate

Institutional Asset Management

Empower your sales organization to grow assets under management and intelligently manage their prospecting lifecycle management when it comes to growing incremental institutional money flows. Impact your internal research team (supporting your investment managers and traders) with a set of content creation and delivery tools.

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Private Equity & Venture Capital

Digitize your investment lifecycle when it comes to evaluating new investments and create the appropriate post-investment tracking and engagement to meet your reporting and monitoring needs. Maintain your outreach intelligence across companies in your watch list or radar screens, building intelligence and insights over time, leveraging such intelligence in the final investment decision.

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Awards & Accreditations

TMT Awards - ANALEC's CEO voted Best Tech CEO of the Year (India)

Top 25 Workflow Solution Providers - 2017

Best Broker - Dealer Software Company 2017

Fintech Innovator in the Capital Markets Space of Investment Research and Client Servicing

ANALEC Distinguished as a 2013 Red Herring Top 100 Asia Company

Resources