DealCloud
Salesforce Financial Services Cloud
Redtail CRM
SmartOffice
TAMARAC
CRMnext
Affinity
DebtPayPro
InsightsCRM
SugarCRM
ANALEC believes technology and software can go a long way to fight the structural decline facing full service broker-dealers and help them reset their business models to remain sustainable. Our offerings help broker-dealers to raise productivity and cost competitiveness as well as improve their revenue generation prospects.
DealCloud InsightsCRMNo InsightsCRM videos yet. You could help us improve this page by suggesting one.
InsightsCRM's answer:
A CRM that offers Intuitive Designs and Navigation Features, Significant UI/UX advantages over competitors' offerings, transaction-level confidentiality across interactions, and Intelligent Email Integration Features while maintaining user-level discretion.
InsightsCRM's answer:
Zero-cost implementation Model with maximum flexibility and robustness
Domain-centric platform
Significant licensing cost advantages compared to generic CRMs
Effective Knowledge Management
Easy to customize processes and workflows
Powerful and efficient prospecting capabilities to boost the deal success rate
InsightsCRM's answer:
Investment Bankers, Capital Markets Professionals, Asset Managers, and Traders
InsightsCRM's answer:
To eradicate real-world challenges, such as Information Silos, Transaction-level Discipline &Discretion, Maintaining Client Trust & Confidentiality, Speed of Customer Engagement, and Success of Investment Bankers or Financial Advisors.
InsightsCRM's answer:
ASP.NET CORE, HTML 5, Bootstrap, JQUERY/JAVASCRIPT
InsightsCRM's answer:
Berenberg Capital, Erik Penser, and Ambit Capital
Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
SugarCRM - SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
TAMARAC - Financial Services CRM
CRMnext - CRMnext is a digital CRM solution with strong vertical solutions for banking, insurance, media, and telecom sectors.
