ANALEC ClientManager vs Gala Engine

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.

Gala Engine is the field app for party and event rental companies. Your crew opens it in the van and sees exactly today's run: which truck, which stops, in what order, and what goes on board for each one. • THE DAY'S ROUTE — every delivery and pickup for your truck, in order, with addresses, time windows and the customer's name and number. • WHAT TO LOAD — the full load list per stop: tents, inflatables, tables, chairs, generators. Counted out at the warehouse and counted back on at each address. • ON-SITE — site notes that matter ("soft ground, stake the north side only", "gate code 4412"), setup checklists, and photo capture as proof of delivery. • STATUS AS IT HAPPENS — mark a stop en route, arrived, done. The office sees it live instead of calling to ask. • PICKUPS TOO — the return leg is a stop like any other, so nothing gets left on a lawn over the weekend. • THE REST OF THE BUSINESS — bookings, inventory, customers and their history are all here when you need them, the same records your office uses on the web. Built for rental operators: bounce houses and inflatables, tents and marquees, tables and chairs, staging, power and concessions. WORKS WITH INFLATABLE OFFICE Already running your bookings in Inflatable Office? Gala Engine imports your open orders automatically — deliveries, inventory items, packing lists — and turns them into a routed delivery day for your crew. Your office keeps working the way it already does; your drivers get an app. A Gala account is required. Ask your administrator for access. Inflatable Office is a trademark of its respective owner. Gala Engine is an independent product and is not affiliated with or endorsed by it.