Corporate Marketing
EventManager is an enterprise-wide, web-based calendar of all corporate marketing activity allowing for seamless communication between syndicate, roadshow, marketing, research, and sales and trading. EventManager enables coordinators and salesforce to arrange 1-on-1 and group meetings for their clients. Additionally, EventManager captures client feedback and allows the salesforce and capital markets to view their clients' orders and allocations for new issues and maintain their client contact information.
ConferenceManager offers enterprise-wide centralized access and administration over all conference activity. ConferenceManager provides increased efficiency using automated scheduling tools, interactive conflict resolution to avoid double-booking clients, and web-enabled real-time secure access from any location. ConferenceManager interfaces with EventManager to provide a comprehensive corporate marketing and event management solution.
Integrates share ownership and new issue performance with your proprietary client information and deal activity. Client Analytics combines critical proprietary and third-party information to provide a comprehensive view of all client activity including client profitability, buying patterns, event participation and more. Client Analytics blends information from DealManager or SynDesk with aftermarket price data and ownership information without the need to manipulate data in Excel. Simply select an account and date range to generate a complete profile.