ANALEC ClientManager 3.1.0

ANALec ClientManager provides a comprehensive platform for a global investment bank's brokerage division to proactively address client needs and strategically allocate resources to enhance profitability.

Support your client service operations with an integrated suite of intuitive tools that document every interaction—calls, emails, meetings, roadshows, conferences, research consumption, and client feedback—ensuring continuous refinement of service processes.

Enhance client profitability by addressing the traditional 80:20 challenge, where a minority of clients generate the majority of revenue. The platform helps optimize sales and trading efforts according to client importance, priorities, and revenue potential.

Leverage versatile management reporting capabilities that accommodate both standard and customized analyses, facilitating prompt insights and improved decision-making across the organization.

The solution includes a unified call list management system, providing a centralized interface for tracking individual client priorities, service requirements, and pending tasks. It integrates activity data into the account management framework, ensuring comprehensive oversight without manual intervention.

Active management of "To Do" items allows users to oversee assigned tasks and follow-ups, both personally and collaboratively within the team. The platform also enables setting minimum service standards for clients and offers proactive alerts to ensure these benchmarks are met.

Roadshow management features an intuitive workflow with drag-and-drop functionality for planning and executing client events. The system prioritizes appropriate clients based on relevance or interest, and seamlessly integrates Thomson Reuters' buy-side portfolio holdings and contact database to enhance invitation targeting.

It facilitates itinerary creation, appointment scheduling within MS Outlook, logistics coordination, and collection of post-meeting client feedback—all accessible within a cohesive interface.