Designed to facilitate and foster interactions between investors, intermediaries and issuers for better capital raising and allocation. Our solution is a capital market focused CRM leveraging on Microsoft Dynamics technology.
KEY FEATURES
Contacts Database: Large and global contact database of 100K+ portfolio managers, analysts, investor relations, etc.…with first and last names, emails, job titles, LinkedIn URLs, location, related accounts, etc…
Account Database: +5K accounts of investors, intermediaries, and issuers organizations with LinkedIn URLs, email formats, assets under management, etc…
Interaction Capture: Tagging, Recording, sharing and tracking of interactions with issuers, investors, and research providers directly from MS Outlook
Case Management: Creation, track, and collaboration of cases for Financial and ESG investments with timelines and milestones, and linking them to research, documents, notes, and activities,
Reporting: Automated reporting of activities and cases to track consumption, engagement, and progress
Delivered Benefits
Ready-to-use contact and account database with clean, validated, and up-to-date information
Better collaboration by enabling interaction information to be easily accessible and shared
Facilitated reporting, management oversight and compliance via automated and customizable reporting
Improved ESG engagement by having access to activities and cases history
Cost reduction by closely tracking interactions with research providers
Removed Pain-Points
Time-consumption to acquire and retrieve contacts and accounts details
Ineffective ESG engagement by lacking tracking history and milestones
Challenging compliance with different regulations and labelings