Designed to facilitate and foster interactions between investors, intermediaries and issuers for better capital raising and allocation. Our solution is a capital market focused CRM leveraging on Microsoft Dynamics technology.
Key features
Contacts Database: Large and global contact database of 100K+ portfolio managers, analysts, investor relations, etc.…with first and last names, emails, job titles, LinkedIn URLs, location, related accounts, etc…
Account Database: +5K accounts of investors, intermediaries, and issuers organizations with LinkedIn URLs, email formats, assets under management, etc…
Interaction Capture: Tagging, Recording, sharing and tracking of interactions with issuers, investors, and research providers directly from MS Outlook
Case Management: Creation, track, and collaboration of cases for Financial and ESG investments with timelines and milestones, and linking them to research, documents, notes, and activities,
Reporting: Automated reporting of activities and cases to track consumption, engagement, and progress
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