ANALEC ClientManager™ is a relationship management platform specifically geared to the investment banking and brokerage industries. It brings together vital aspects of the client servicing functions such as research, sales, trading, settlements, and equity/debt capital markets into one electronic platform. This ensures high quality service with careful attention to individual client preferences and requirements in the servicing process. In addition, ClientManager™ facilitates revenue versus of cost-of-service analyses across the business as well as at the individual customer level.

Product Highlights
  • A complete client service management solution
  • Totally secure and within your control
  • Sharing of information across divisions made seamless and effortless
  • Designed for efficient response times and speed of data retrieval
  • Integration with telephony and settlement systems
  • Empowers business managers like never before
  • Offers value-added features to measure client service activity
  • Maximum performance with minimum data input