ANALEC ClientManager - Call List Manager, Client Relationship Management, Account Management - PowerPoint PPT Presentation

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ANALEC ClientManager - Call List Manager, Client Relationship Management, Account Management

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ANALEC ClientManager is a client relationship management platform for stock brokers and dealers, meant for bringing together vital client servicing functions under one electronic umbrella. – PowerPoint PPT presentation

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Title: ANALEC ClientManager - Call List Manager, Client Relationship Management, Account Management


1
CRM for Capital Markets
  • ANALEC Infotech Private Limited

2
Why Choose Analec
  • ANALEC ClientManager is a CRM platform that
    caters specifically to the stock broking and
    investment banking industries. It seamlessly
    integrates investment research, sales, trading,
    and sales-trading divisions at the front end of
    the client servicing business to deliver a
    superior client service experience.

By source http//www.analec.com/ClientManager
3
Role of CRM

4
Dominance of CRM _at_ Analec
  • Call List Management
  • Account Management
  • Management Reporting
  • Conference Management
  • Roadshow Management
  • Email/Telephony Integration

By source http//www.analec.com/ClientManager
5
How to Reach Analec
  • ANALEC Infotech Private Limited6th Floor, Park
    Centra,Sector 30, NH-8, GurgaonHaryana
    122002Phone 91 124 4734058
  • Website http//www.analec.com/ClientManager
  • E-mail  indy.sarker_at_analec.com

6
THANK YOU!
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