ANALEC ClientManager 3.0.3
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Free Version
Publisher Description
ANALEC ClientManager empowers a global investment bank's brokerage business to proactively manage its customer needs and intelligently allocate resources to boost profitability
Empower your client service organization:
A suite of integrated and easy to use client servicing tools that ensure each touch-point of the client servicing relation – calls, emails, meetings, roadshows, conference, research consumption, client feedback etc. – are not only captured but iteratively feeds the client service process.
Boost client profitability:
Helps your organization fight the classic 80:20 challenge, wherein 20% of your clients are responsible for 80% of your business. Helping to optimize your sales & trading footprint across your clients, on the basis of importance, priorities, and revenue generation potential.
Actionable business intelligence:
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.
Call List Management:
Unified user interface to list your individual clients, their priorities, their service needs, and any pending tasks against any of them
Individual client lists feeding activity into the Account Management structure to ensure all servicing activities is tracked at both the individual and account level without any manual process
Active management of "To Do items" and related tasks, both that are assigned to other colleagues as well as assigned to the logged in user from the rest of the business
Set minimum standards on service for individual clients (against specific logged in users) and have proactive alerts to ensure fulfillment
Roadshow Management:
Simple to use, intuitive workflow, and drag-n-drop capabilities to run and manage roadshow preparations
Ensure the most appropriate clients (in terms of either priorities or interests) are targeted for specific roadshow invitations
Seamlessly integrate Thomson Reuters’ buy-side portfolio holdings and contacts database to feed your roadshow invitation capabilities
Generate itineraries; commit meetings in MS Outlook calendar; incorporate logistics planning; and capture client feedback (on meetings) all within easy reach.
Aug 30, 2023
Version 3.0.3
Minor bug fixes, Roadshow Meeting Location View functionality
About ANALEC ClientManager
ANALEC ClientManager is a free app for iOS published in the Office Suites & Tools list of apps, part of Business.
The company that develops ANALEC ClientManager is ANALEC Infotech Private Limited. The latest version released by its developer is 3.0.3.
To install ANALEC ClientManager on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2023-08-30 and was downloaded 2 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the ANALEC ClientManager as malware if the download link is broken.
How to install ANALEC ClientManager on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the ANALEC ClientManager is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After ANALEC ClientManager is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
