How Can ActivateClients Help You?

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ActivateClients - White Label Business Intelligence Web Portals; Trading Relationship Manager (TRM), Strategy Hub and Trading Portals. Your Alternative CRM Software Solution

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How Can ActivateClients Help You?

  1. 1. How Can ActivateClients Help You? <br />Re-engage with your underserved client base<br />
  2. 2. A Blended Service Model of Dealers empowered by unique technology.<br />
  3. 3. Proposition<br />Activate an Existing but Unserved Client Segment<br />Communicate Dealing Relevant Information<br />Via SMS, eMail or Instant Messaging<br />Generate more Deals<br />Lower Costs<br />Improve Compliance<br />
  4. 4. Traditional Market Structure<br />
  5. 5. Market Structure<br />Offers a Blended Solution<br />Reach out to Underserved Clients:<br /><ul><li> High Touch & Personalised
  6. 6. Automated Market Monitoring
  7. 7. Multiple Communication Channels
  8. 8. IM
  9. 9. Email
  10. 10. SMS
  11. 11. Twitter </li></li></ul><li> Service Impact<br />Optimised and Relevant Communication<br />Direct Attention to “in play” clients.<br />Superior Relationship Management<br />Better Order and Risk Management<br />Automatic Compliance<br />No upfront license fees or hardware costs<br />More deals!<br />
  12. 12. Clients and Actionable Information Available within a Single Interface<br />
  13. 13. Pair Actionable Alert to Client<br />
  14. 14. Distribute Internal Research<br />
  15. 15. Integrated Communication<br />
  16. 16. All-in-One Trading Portal<br />
  17. 17. News and Opinion; RSS and Twitter Support<br />
  18. 18. Real-time Price Alerts with SMS and Email Support<br />
  19. 19. Intraday to Monthly. Over 40 Technical and Price Overlays<br />
  20. 20. Active Screening; Daily Delivery of New Opportunities<br />
  21. 21. Manage Client Portfolios<br />
  22. 22. Additional Benefits<br />No software to install, no capital costs<br />Integration with Market Data Platform<br />Integration with CRM/CIF for client data<br />State of the Art Browser based Rich Internet Application <br />
  23. 23.
  24. 24. Arrange a Demonstration Today<br />Demo@activateclients.com<br />

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