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An advanced Client Relationship Alignment Management System for the complex needs of a financial institution which sells intellectual product(s) manifesting as opinion (backed by research), market insight, know-how and capability.
Spyder incorporates specific concepts that transform the system from being just a ‘useful client database’ to an essential tool that helps identify and coordinate revenue opportunities, reduce operational costs, and manage distributed resources. |
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Features |
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Customer Interest/Product Matrix
Ability to track who in the client base is interested in what products and ensures that service coverage and communications are aligned with those interests. |
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Comprehensive correspondence logging
Fully Audit logged. Single consolidated view of client interactions – e.g. Email, Voicemail, Meetings, etc. |
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Information sharing to distributed resources
Fully-integrated Document Management, Workflow and Distribution Systems – automatic distribution of product to specific contacts. |
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Road show planning
Plan and manage campaigns/events with targeted marketing using sophisticated contact identification tool. |
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Benefits |
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Assigns appropriate staff to customers based on staff expertise and customer interest |
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Identifies gaps in client coverage and service |
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Flexible reporting capabilities |
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High Adoption Rate – Click-to-Dial, send personalized bulk messages (Emails and Bulk SMS) |
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Systems Requirements |
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Spyder is a Web-based (Internet Explorer) application installed on Windows 2003/2008 server supported by MS SQL Server 2005+ as Database server. Based on the number of users, configurations of the above servers are recommended by us. |
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Business Solutions |
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Investment Banking |
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Investor Relations |
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Fund Management |
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Alignment Increases Revenues |
Communications with Investors |
Unique Solution For Fund Managers |
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Most investment banking products have a relatively short lifespan: Typically investment ideas are based on a stock, industry sector, current market conditions or a capital raising exercise. |
Today's "global marketplace" means that enterprises may have investors who are located on different sides of world & electronic communications facilitate more frequent exchanges of information. |
A "useful client database" to an essential tool that is proven to help identify and coordinate revenue opportunities, reduce operational costs and manage distributed resources. |
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