Custom Solutions
CRM Solution for Investment Banking
Assist your clients to make better decisions.
Overview
Client Relationship Management is a key factor in achieving success in any business. Investment Banking Industry has specific needs when it comes to management of their clientele base. Information flow and ability to deliver research material and market advisements is detrimental to success.
The core of AZN Research CRM is team collaboration. Analysts from different departments can submit their research to central broadcast. Senior analysts are notified via email when there is new material to approve. Once research is approved, it can be submitted to broadcasts such as “Early Money” (Pre-market opening), “Mid-day Summary” , “After the bell”. All broadcast are scheduled in advance which assures that clients do not miss their notifications.
Our CRM is can be integrated into corporate website, which allows publishing of research material to become a team effort. Management of Research Center area of the website comes with visitor reports and statistics.
CRM can assist with tracking phone calls and meeting facilities. Senior analysts can review notes and monitor progress of their junior staff.
Key Features and Advantages
Modular architecture allows you to use only what you need and always add more when you need it. If you require something custom for your content, it can be easily incorporated.
- User restricted access
- Content Management groups
- Publish > Review and Deploy live mode Team Work Module
- “Early Money”, “Mid-day”, “After the Bell” and other automated email broadcasts
- Company, Sector, Index tracking
- Corporate website integration
- Research Center publication
- Work from home operations
- Standard Client Relationship Management functions
To review all options and schedule online demonstration please contact crm@aznnet.com
Reach higher sales goals and quality of service levels with our custom solutions .