Sales and Trading Organization

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. ClientManager as a CRM platform has pushed the boundaries when it comes to comparisons with traditional CRM-type solutions by delivering to the client service organization the ability to measure profitability of each individual client organization; increasingly relevant to aid efficient resource allocation decisions with the service organization.

Empower your client service organization

Boost client profitability

Actionable business intelligence

Account Management made easy

Play Intro Video × ANALEC ClientManager Introductory Video

A capital markets CRM suite offering arrange of integrated and easy to use client servicing tools that ensure each touch-point of the client servicing relationship – calls, emails, meetings, roadshows, conference, research consumption, client feedback etc. – are not only captured but iteratively feeds the client service process.Helps your organization fight the classic 80:20 challenge, wherein 20% of your clients are responsible for 80% of your business. The ClientManager CRM optimizes your sales & trading footprint across your clients, on the basis of importance, priorities, and revenue generation potential.A CRM without user friendly management reporting tools is suboptimal. ANALEC ClientManager CRM offers versatile management reporting tools that are able to meet your regular but also bespoke reporting needs, without delay or tedium; improving quality of decision-making across the organization.ClientManager CRM delivers proactive and easy to use account management capabilities, thereby ensuring at all times, the client is central to all discussions and activities. In other words, a CRM that is client-centric as opposed to sales-centric.