ANALEC ClientManager vs Broker2Broker

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.

Commercial Real Estate Brokers- Get more *lease comps* and stay on top of your lease expirations. This is NOT a pay-for-comps scheme like the other guys. Broker2Broker replaces the painful process you use today to scramble, find, and trade comps manually.   With Broker2Broker: Enter lease information with the simple iPhone app or using a web browser. Get a warning notification when one of your leases is going to expire. Even when you change companies, your leases travel with you. Search for lease comps on a map and filter for the ones you want. Trade comps with *only brokers you know and trust*. Accept trade requests, reject them, or counter for a better lease comp from the other broker. Enter and *lock* a comp to track it but not trade it. *Trust the comp data.* When you see a comp, you will know if the parameters are certified by one or both sides. If both landlord and tenant brokers agree on the comp, it gets a gold stamp. NOTICE: You must submit your current Commercial Real Estate license when you create your account. This is an app created by commercial real estate and software industry veterans. We are excited to finally offer a solution to this big problem of getting more lease comps. Comps + Trades = Power to the Broker!