ANALEC ClientManager 4+
ANALEC Infotech Private Limited
iPad対応
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- 無料
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説明
ANALEC ClientManager empowers a global investment bank's brokerage business to proactively manage its customer needs and intelligently allocate resources to boost profitability
Empower your client service organization:
A suite of integrated and easy to use client servicing tools that ensure each touch-point of the client servicing relation – calls, emails, meetings, roadshows, conference, research consumption, client feedback etc. – are not only captured but iteratively feeds the client service process.
Boost client profitability:
Helps your organization fight the classic 80:20 challenge, wherein 20% of your clients are responsible for 80% of your business. Helping to optimize your sales & trading footprint across your clients, on the basis of importance, priorities, and revenue generation potential.
Actionable business intelligence:
Versatile management reporting tools that are able to meet your regular but also bespoke reporting needs, without delay or tedium; improving quality of decision-making across the organization.
Call List Management:
Unified user interface to list your individual clients, their priorities, their service needs, and any pending tasks against any of them
Individual client lists feeding activity into the Account Management structure to ensure all servicing activities is tracked at both the individual and account level without any manual process
Active management of "To Do items" and related tasks, both that are assigned to other colleagues as well as assigned to the logged in user from the rest of the business
Set minimum standards on service for individual clients (against specific logged in users) and have proactive alerts to ensure fulfillment
Roadshow Management:
Simple to use, intuitive workflow, and drag-n-drop capabilities to run and manage roadshow preparations
Ensure the most appropriate clients (in terms of either priorities or interests) are targeted for specific roadshow invitations
Seamlessly integrate Thomson Reuters’ buy-side portfolio holdings and contacts database to feed your roadshow invitation capabilities
Generate itineraries; commit meetings in MS Outlook calendar; incorporate logistics planning; and capture client feedback (on meetings) all within easy reach.
新機能
バージョン 3.0.6
Minor bug fixes on roadshow meeting
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情報
- 販売元
- ANALEC Infotech Private Limited
- サイズ
- 83.3MB
- カテゴリ
- ビジネス
- 互換性
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- iPhone
- iOS 8.0以降が必要です。
- iPad
- iPadOS 8.0以降が必要です。
- iPod touch
- iOS 8.0以降が必要です。
- Mac
- macOS 11.0以降とApple M1以降のチップを搭載したMacが必要です。
- Apple Vision
- visionOS 1.0以降が必要です。
- 言語
- 年齢
- 4+
- Copyright
- © ANALEC Infotech Private Limited
- 価格
- 無料