#1 AI-Native Product Suite for Capital Markets
One platform for Sales, Trading, Research, and Investment Banking — purpose-built for sell-side firms.
92% adoption rate vs 30% industry average.
Trusted by Premier Sell-Side Firms Globally
Managing sell-side businesses is complex.
Datazoic brings all your data in one central place, connects the dots and presents an actionable single pane glass view of your business so you can manage and grow your business easily.
CRM
Centralized Client Relationship Management
Prism helps sell-side capital markets firms manage client relationships, track engagement, and analyze business performance in one centralized platform.
Meet Donna
Datazoic's AI agent for capital markets — always on, watching your book, drafting your work, surfacing what matters.
Morning Brief
90 minutes of overnight triage, compressed into 5 — ranked by who in your book holds the affected names.
Live Reel
Watches your book all day, surfacing engagement signals and proprietary insights the moment they happen.
Prompt-Defined Feeds
Tell Donna what to watch for in plain English. Each feed runs on your own natural-language prompt.
Personalized at Scale
Reach every client with a unique, personalized opener — sent in one click, compliance built in.
Morning Brief
90 minutes of overnight triage, compressed into 5 — ranked by who in your book holds the affected names.
Live Reel
Watches your book all day, surfacing engagement signals and proprietary insights the moment they happen.
Prompt-Defined Feeds
Tell Donna what to watch for in plain English. Each feed runs on your own natural-language prompt.
Personalized at Scale
Reach every client with a unique, personalized opener — sent in one click, compliance built in.
How we do it differently
What we believe sets us apart, beyond the basics
Founder Funded
Our mission is to remain 100% self-sufficient, prioritizing customer obsession, innovation, independence, and organic growth over other P&L metrics.
Customer-obsessed, employee-driven.
Our team is built around strong client relationships — made up of professionals who understand the industry from the inside out.
End-to-end support
From onboarding to adaptive optimization, our support scales alongside your business.
Growth-centric values
Leveraging a nuanced approach to your business growth, we embody “your growth, our momentum.”
Know your clients before they know they're leaving.
Datazoic surfaces wallet share, client profitability, ROI by coverage, and commission attribution — metrics your current CRM doesn't track.
A CRM only works if the desk uses it.
92% of Datazoic users are active vs a 30% industry average for generic CRMs. It's built around sell-side workflows, not adapted from sales software.
One source of truth for the front office.
Datazoic pulls from OMS, Bloomberg, commissions, expenses, market data, research distribution, and voice/video — continuously, not as a weekend import.
Real ROI
adoption rate vs 30% industry average across generic CRM deployments
active users across multiple Wall Street sell-side firms
reduction in manual reporting time
stronger client relationships through deeper coverage insights
“Before Datazoic, wallet share was a spreadsheet exercise that happened once a quarter. Now I can see it in real time by account, by coverage team, and by product — and act on it.”
Head of Institutional Sales
US Sell-Side Firm
Who it's for
Institutional Sales
Coverage management and wallet share analytics that show where revenue is at risk before it walks out the door.
Research Analysts
Distribution analytics that prove which research reaches clients, gets read, and drives commissions.
Corporate Access Teams
NDR ROI, investor targeting, and roadshow operations in one place — not three different tools.
Traders
Flow attribution and equities analytics that link desk activity to client profitability.
Investment Banking
Deal pipeline tracking, relationship intelligence, and origination data without a traditional CRM implementation.
Front Office Leadership?
Get a single pane of glass across every desk, every metric, and every client — updated continuously.
Seamless Integration
Datazoic integrates with OMS platforms, Bloomberg, Charles River, commissions and expense systems, market data providers, research distribution tools, and voice/video — bringing all front-office data into a single, continuously updated view.
See what your desk is missing.
Book a 30-minute demo. We'll show you Datazoic against your current setup — specifically for your coverage model, research workflow, or trading desk.
Book a Demo