ANALEC ClientManager vs PipelinePlus

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.

This app requires a paid PipelinePlus account. If you don’t have a corporate PipelinePlus account, ask your administrator about implementing PipelinePlus at your firm or visit https://www.pipelineplus.com/pricing/ to view pricing options. PipelinePlus is a user-friendly relationship management system that focuses on the relationships that matter most to you and your business. The all-in-one tool tracks existing contacts, converts new customers, and provides guidance throughout the business development life cycle. It has five key features that help you grow your pipeline. 1. TARGETS. Our clean interface helps you prioritize and stay connected to the people in your network with the highest business potential. Because business development is about people, not just tasks. 2. SHARING. Collaborate with your colleagues to close more business. Cross-sell more easily, expand client relationships, and gain better visibility into your business opportunities. 3. ASSETS. If you’re in a management role, we provide access to industry news, PipelinePlus toolkits, and much more. 4. TRAINER. Our e-learning curriculum of videos, worksheets, and action steps delivers tried-and-true techniques that every business developer needs to be successful. 5. REPORTS. If you’re in a management role, we provide a performance oversight dashboard, so you can direct a more productive team. PipelinePlus integrates with your Outlook calendar as well as most CRM platforms, eliminating the need for double-entry.