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.