The investment research and related client servicing business model is under pressure. Innovation and differentiation are integral to its success. The primary goal of our research management and CRM software solutions is to make our clients more competitive and productive; and above all help them engage their clients in ways that lead to a longer lasting and profitable relationship.
Analysts author reports with minimum fuss and tedium, while maintaining the branding and consistency of the research product at all times.
Robust quality control right from ensuring integrity of analysts’ financial forecast models to ensuring checks and balances in the report approval process.
Create one global repository of financial estimates and forecasts, research reports and other client service related deliverables.
Ensure at all times your investment research goes out to your clients swiftly, while ensuring Supervisory Analysts and other workflow participants have the lowest turn-around-time.
Robust multi-jurisdictional research compliance, including US (NASD 2711 norms) and other European and Asian market considerations.
Best in class automation tools to produce research products and related client deliverables both ad-hoc and those scheduled for periodic release.
A rules-based research distribution platform that is able to reflect each individual client’s most specific preference and deliver on it without failure.
Know who is consuming your content and how. Track medium of delivery that is most popular and engaging with your clients. Real facts and granular data points.
Powerful MS Excel based investment screening and analytics capabilities that can be accessed by clients as well as deliver regular output to clients on a pre-set interval.
Leverage “new age” media and other interactive platforms to build greater mind share and engagement with your clients; while ensuring workflow approval and compliance considerations.
Individual client servicing call lists for each user ties into Account Management, ensuring both transparency and accountability in the client service process.
Powerful account management capabilities that involves individual level responsibilities assignment, as well as budget planning and revenue forecasting.
Integration with MS Outlook and Dropbox facility for other email systems; including click-2-dial capability ensuring ease of capture of each electronic touch-point of client interactions.
Set up and run individual or group campaigns on specific themes or events, and target specific clients for their specific expectations or service requirements.
Robust roadshow management capabilities including targeting clients on the basis of service priorities and preferences, including logistics planning.
Best in class management reporting tools with lots of bespoke capabilities to drive managerial decision-making on the basis of hard facts and figures.
Robust conference management platform that integrates with the client servicing CRM platform of ANALEC to deliver massive productivity and conference management ease.
Access to Thomson Reuters StreetSight global buy-side database of 160,000 investment professionals and funds; including their respective holdings to aid the client servicing process.
An intelligent first of its kind capability within a sales & trading CRM platform to build a sentiment index around instruments and themes, based on client feedback and inputs.
Seamlessly integrate your settlements data across clients within the CRM to gauge trading patterns and ensure your service organization prioritizes updates to clients more proactively.
ANALEC is a leading financial technology company offering platforms and solutions in the investment research and related client servicing space, working with a range of broker-dealers and investment banks globally. We combine deep domain knowledge of our client’s business and our ability to leverage the most appropriate technologies to design workflow and process automation and client servicing solutions, helping our clients to build more profitable and sustainable businesses as well as boost their competitive position in the market place.