Most CRMs are great at collecting and storing lots of information, though few ever manage to transform information into actionable insights. We believe driving effective knowledge management across the organisation ensures superior decision-making, supported by:
InsightsCRM fulfills the need for efficient knowledge management in the capital markets space. From ensuring continuity in client engagements and creating a progressive culture across the organization.
Your customers are ever more demanding and discerning when it comes to their needs and objectives. Consequently, efficiently organizing customer data and eliminating information silos becomes critical to promote superior decision-making. Our focus is to drive value in the following ways:
With InsightsCRM you effectively remove information silos and create a single source of truth across your organization and ensure easy hassle-free maintenance of client data over time.
Every organization has specific deal management workflows that relate to their disciplines and controls. We ensure our clients can customize their deal workflow steps, milestones, and triggers from within the administrative interface, rather than requiring software engineering effort at our end. Our easy to set up workflows, deliver immediate benefits in the following areas:
InsightsCRM ensures closer collaboration across your organization and addresses your workflow needs.
In the world of financial services, each professional guards his/her client relationships very closely. Imagine if such successful relationships at an individual investment professional level can be tapped into for greater success across other areas of the organization. We ensure you get the best out of each relationship in the following manner:
With InsightsCRM, each user can maintain discretion while ensuring the best relationships across the organization drives stronger teamwork and participation.
When it comes to M&A or private funding transactions, as bankers you run outreach campaigns targeting counterparties that may be suitable participants in the transaction – either as buyers/sellers of an asset or as potential investors. Managing counterparties on a transaction until you have financial closure is critical to the process. We support the prospecting activities in the following ways:
InsightsCRM ensures your prospecting activities and lifecycle management delivers you deal success.
Over the last few years, the nature of the workplace has changed considerably. We believe no single application operates in isolation. We provide a growing set of deeply embedded integrations across a selection of popular applications helps to boost productivity and ease of use. At InsightsCRM, our marketplace initiative delivers a range of native integration benefits:
With InsightsCRM unleash another dimension to your productivity ambitions.
We understand your desire to stay in touch and engage when it comes to your needs on-the-go. Our native mobile application that focusses on a set of capabilities that you need the most when out of the office (on the road!). Stay in touch with you clients, colleagues, and reference vital customer intelligence; while help you execute a set of tasks and activities.
Let InsightsCRM ensure you are never out of touch when on the move.
Across capital markets the capabilities surrounding roadshow management cater to the needs of institutional brokers, investment banking and asset management. We bring seamless and specific workflows and business logic to create and manage roadshows, ensuring your clients interests are best served over time.
Let InsightsCRM seamlessly bring such capabilities to help you deliver high value to your customers.
The uniqueness of the institutional broking business requires deft account management and planning, focussing on client delivery and engagement. Coupled with that you need proactive management and budgeting. Tiering of client accounts to reflect commercial importance or potential, coupled with setting engagement considerations, helps to drive value.
InsightsCRM brings deep domain knowledge of your business planning needs and drives a high degree of accountability.
Many of our customer verticals (and specifically institutional broking) deliver investment content to their client base. Our set of robust tools allows you to deliver content intelligently to your clients based on their preferences and priorities. Capturing client preferences and finally tracking their consumption pattern around your content boost transparency and insights.
With InsightsCRM you can deliver rich content to your clients and drive greater accountability.
We have paid careful attention to ensure total peace of mind when it comes to protecting your account and data within InsightsCRM. With AWS as our trust cloud partner, we ensure from a server-side perspective you have total comfort. Periodic reviews and checks ensure our offering remains reliable, stable, and robust from a scale of use perspective.
InsightsCRM will give you maximum comfort on all your data security and compliance requirements.
Our users are our greatest brand ambassadors. We believe managing the user experience both within the CRM suite as well as responding to user queries with quick resolutions, goes a long way to securing their vote of confidence. Our 24x5 support desk is manned by trained product professionals who can address user level queries swiftly.
At InsightsCRM, we give you total peace of mind when it comes to getting the necessary help from a trained professional.
The difference between information and intelligence is relevance and timeliness. Business leaders should not be expected to sift through clunky reports, trying to find relevant insights with little or no guarantee of success. InsightsCRM is developed and designed keeping efficient knowledge management and collaboration paramount. With client data smartly organized across profiles and dashboards, you can:
Benefit from timely action and drive deeper and sustainable engagements with InsightsCRM.
