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A Complete Client Service Management Solution
We believe the client servicing challenges (and it subsequent measurement) within a stock brokerage or an investment bank are complex and require a domain specific solution. Most sales-driven CRM solutions deal with a “point of sale” approach and the associated supply chain. However, client servicing within a brokerage firm is about capturing the various “touch points” between the brokerage and the client on a daily basis, with a view to facilitate a superior quality of service to the client.
Totally Secure and Within Your Control
Unlike on-demand solutions that require a customer to upload client specific and sensitive data to their hosted servers, ClientManager™ is a deployed solution that is held and maintained on servers either within the customer premises, or in a location of their choice. Consequently, one is able to leverage ones business inputs far more acutely in order to aid the decision making process within the organization, with little worry about confidential information being held in remote servers beyond the control of the customer.
Seamless and Effortless Sharing of Information Across Divisions
At any point of time there are multiple servicing agents servicing the same customer organization across multiple recipients of that service. ClientManager™ enables a brokerage to ensure that information and activity across all service agents and across business units (e.g., research, sales, and trading) is captured appropriated and made easily accessible on demand.
Designed for Efficient Response Times and Speed of Data Retrieval
ClientManager™ is a Windows application based platform that is designed for swift response times for information requests/updates from the server, boosting user adoption rates across the business. Given the fast paced nature of the stock broking business, our focus on swift response times on requests or functionality is clearly appreciated by our customers.
Seamless Integration with Telephony and Settlement Systems
ClientManager™ delivers seamless integration with telephony systems and settlement platform within the brokerage organisation, thereby significantly enhancing the ease of information capture and reporting within the business to facilitate proactive and well-informed decision-making. The integration with the settlement system delivers complete transparency on client trading activities, thereby delivering vital information to the servicing organization on future client servicing requirements.
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