The most sophisticated financial services CRM Apps. Period
Sales and Trading – Equities, Fixed Income, Foreign Exchange and Derivatives Workflow Acceleration – Tools to quickly execute key tasks such as searching, logging calls, collaborating with colleagues, sending emails, booking meetings, setting follow-up tasks, etc. with as few clicks as possible. Visualization – A UI that makes it easy to quickly access all relevant client information in an intuitive manner, in context, without having to launch multiple windows. Business Intelligence – The ability to view essential relationship data for your clients such as revenue & expenses (with coverage-based security controls) together with historical and planned activities, in order to develop strategic action plans and ensure they are carried out by the appropriate coverage and product teams.