how can activateclients help you?
DESCRIPTION
ActivateClients - White Label Business Intelligence Web Portals; Trading Relationship Manager (TRM), Strategy Hub and Trading Portals. Your Alternative CRM Software SolutionTRANSCRIPT
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How Can ActivateClients Help You?
Re-engage with your underserved client base
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A Blended Service Model of Dealers empowered by unique
technology.
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Proposition
• Activate an Existing but Unserved Client Segment– Communicate Dealing Relevant Information– Via SMS, eMail or Instant Messaging
• Generate more Deals• Lower Costs• Improve Compliance
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Traditional Market Structure
The Hard Core of any Financial MarketIntense IT services (from Reuters etc.) and intense tradersThe Professional Buy SideIT (esp. Bloomberg), Obsessive High Touch Service from Brokers and Sell Side
The Mass MarketIndividually low value, NO touch clients – usually served Online
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Market Structure
Underserved High Net Worth Individuals
Offers a Blended Solution
Reach out to Underserved Clients:• High Touch & Personalised• Automated Market Monitoring• Multiple Communication Channels IM Email SMS Twitter
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Service Impact
• Optimised and Relevant Communication• Direct Attention to “in play” clients.• Superior Relationship Management• Better Order and Risk Management• Automatic Compliance• No upfront license fees or hardware costs
More deals!
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Clients and Actionable Information Available within a Single Interface
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Pair Actionable Alert to Client
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Distribute Internal Research
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Integrated Communication
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All-in-One Trading Portal
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News and Opinion; RSS and Twitter Support
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Real-time Price Alerts with SMS and Email Support
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Intraday to Monthly. Over 40 Technical and Price Overlays
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Active Screening; Daily Delivery of New Opportunities
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Manage Client Portfolios
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Additional Benefits
• No software to install, no capital costs• Integration with Market Data Platform• Integration with CRM/CIF for client data• State of the Art Browser based Rich Internet
Application
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Arrange a Demonstration [email protected]