Prism CRM

Complete end-to-end CRM to establish,
nurture, and expand your connections
and dialogue in the capital markets

  • Bulk Custom Email
    Intuitive, easy to use email
    composition and distribution

  • Event Management
    Seamless tight integration with
    your existing Prism for Distribution

  • Business Analytics
    Advanced Email engagement
    Intelligence Dashboards.

  • Research Subscription
    Analytics dashboard to get more
    insights on email readership and clicks

  • Commissions
    Instant notification of Email
    reads and link clicks within Outlook

Prism Blast

Mass Email Distribution and
Advanced Engagement Analysis Platform

  • Advanced Email engagement Intelligence Dashboards.

  • Create/Manage/Share Email templates from Outlook.

  • Robust List Management capabilities that integrates with your CRM.

  • Fraction of the cost of your
    existing provider if you
    have one.

  • No more dupes - a special
    kind of contact curation that
    keeps data recent & tidy.

Prism Analytics

Robust Capability for Analytics - PRISM

  • Dashboards

    Prism Dashboard brings analytical capability right into your CRM.

  • Team View

    Create a “Teams View” to follow your team's progress towards meeting their goals.

  • Client Info

    Consolidate all your
    client's information into one
    location for easier analysis.

  • ROI

    Identify which clients are over serviced using our ROI capability.

  • Revenue

    Breakdown your revenue by
    region, client tier, product
    segment to better
    understand your
    business.

Prism Deal Manager

Manage Deals/Opportunities Pipeline, Call Report & Banker Coverage

CRM & Outlook Connectivity

  • Web-based IB Dashboard
  • Content Management
  • Contact Alerts, Tasks and Meetings
  • Contact Search Visibility
  • Search Topics or Keywords

Data Analytics

  • Customized Team Views
  • Marketing Evaluation
  • Global Account Perspectives
  • Deal Tear Sheets
  • Coverage Management

Deal Management

  • Models and Deal Data
  • Capital IQ, Pitch Book, etc.
  • Contact Alerts, Tasks and Meetings
  • Fees and Mandates
  • Internal Data

Data Integration

  • Holistic Deal Visibility
  • Deal History
  • Track Marketing Stages
  • Opportunity Pipeline
  • Reports and Alerting
  • Staffing Matrix

Prism Event Manager

Utilised by sell side companies (client) to oversee and record events they organise, including tracking buyside investors and internal and corporate guests.

12

Event Activity

Events are logged as interactions in a activity module, which will also be reflected in Calendar.

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Event Settings

Changing the slot timings,adding tags, adding meeting venue cane be performed individually for each slot under the expanded view.

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Event Info

It's possible for users to create events by giving in event info, can manage meeting slots, mange meeting attendees, etc.

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PinSight

AI/ML Driven Insights for Capital Market Businesses

Interprets data created by and for your clients using artificial intelligence (AI) technology. Swiftly detects anomalies by keeping an eye on the trading, CRM, Holdings, Research, and Readership Data. Use "PinProfiles" to organize your clients according to specific criteria. Delivers "PinThoughts" and uses "PinScore" to gauge customers' interest in a specific business. Action on the insights via targeted email and calls

Prism Anywhere

Access your CRM wherever you are—on your phone, within Salesforce, MS Dynamics, MS Teams or directly through MS Outlook—ensuring flexibility and connectivity on the go.

Log an inbound email and record it as an interaction

Search for accounts, contacts, and tickers

Search for a contact and log an interaction

Add a contact

Send Research

View revenue tiles and other information on the dashboard

Prism Enrich

A data-as-a-service solution that ensures your CRM maintains clean, enriched, and accurate data for optimal performance and decision-making.

01
To Perform
Bulk Employment Changes
Bulk E-Mail Changes
Bulk Deactivation
02
Management of bounce data in a more efficient manner
03
To take quick actions using UI instead of referring to tables for data
01
Sync Agent gives an updated view of account, contact, user, and employee masters or various implementations at one stop.
02
Golden Source acts as a UI for the data stored in the repository. 
03
Weekly updated bounce data is available in Enrich.
04
Helps perform employment change and deactivation of contacts.
05
Helps identify the new contacts / accounts implementation wise.
06
Employment change data available in Data management module in Prism can be uploaded via EMT in Enrich.
07
Attribute update assists in identifying the email address changes of the contacts in the existing accounts.