Client relations

• It makes financial data of coverage universe available on the website thereby giving access to client to play around with data
• Your interactions with clients over phone or email are directly updated in CRM with outlook and voice integrated module
• Automated client sheets for servicing clients on a regular basis
• MIS and email triggers on client interest to help mange client profile
• Targeted distribution of reports and content
• Plan and share Road show and corporate access schedules from DREAMS