InsightsCRM
DealCloud
SugarCRM
Salesforce Financial Services Cloud
Redtail CRM
Simple
SmartOffice
DealCloud
Money Guide Pro
LearnVest
TAMARAC
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.
InsightsCRM Salesforce Financial Services CloudNo 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
DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
SugarCRM - SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
