Banking/M&A/Advisory CRM

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.

Research Publishing Workflow

Publication Workflow


Automate report authoring in MS Word and/or in the web browser

Workflow Approval

Transparent and consistent and enhancing quality of output


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 CRM System

Research, Sales and Trading

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 - Analec as Top 10 CRM Software

Silicon Review publication identifies ANALEC as one of the Top 10 Software Companies out of India

TMT Awards - Best Tech CEO

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

Analec into Top 25 Workflow Solutions Providers

Top 25 Workflow Solution Providers - 2017

Singapore Business Award

Best Broker - Dealer Software Company 2017

Most Promising Bank CRM Solution Providers

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

Analec CRM into Red Herring Top 100 Asian Company

ANALEC Distinguished as a 2013 Red Herring Top 100 Asia Company