Banking, M&A, Advisory CRM
Client Intelligence
Building insightful intelligence on a customer and driving better curation of follow-ups and opportunities to the customer is increasingly a competitive factor for bankers.
Deal Flow Management
Managing the complexities of transactions and the ability to customize your flows linked to transaction types.
Transaction Confidentiality
Maintaining confidentiality and discretion on all client exchanges is critically important within transactions and across teams.
Ease of Customization
Our Building Block methodology within workflows, along with custom fields management allowing for ease of customization across client organizations.
Third-Party Integrations
An open API framework for engaging other tools and applications, driving better intelligence and engagement.
Publication Workflow
Authoring
Automate report authoring in MS Word and/or in the web browser
Workflow Approval
Transparent and consistent and enhancing quality of output
Compliance
Ensuring regulatory compliance no matter the jurisdiction
Content Distribution
Control content distribution to digitally approved customers
Readership Analytics
Insightful analytics on content consumption patterns across client base
Sales & Trading CRM
Customer Engagement
Automate report authoring in MS Word and/or in the web browser Interactive Call Lists, Click-2-Dial, Personalized Emails, Active To-Do List tracking, Custom List Creation capabilities
Account Management
Proactive, transparent and data-driven decision-making within a powerful UI based framework
Analyst/Corporate Access
Seamlessly integrated roadshow management capabilities; driving better customer satisfaction levels
Contacts & Ownership
Insightful integration of portfolio holdings and contacts data from Refinitiv StreetSight
Bespoke Reporting & Analytics
Flexible and robust analytics on customer engagement activities as well as Revenue and Cost-of-Service performance.
Awards & Accreditations
Silicon Review publication identifies ANALEC as one of the Top 10 Software Companies out of India
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
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