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
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.
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.
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.
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.
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.
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.
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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