Prism Anywhere — CRM, wherever you work
Access your Prism CRM from your phone — logging interactions, sending research, and managing contacts wherever you are.
Front-office teams rarely work from a single desktop workflow. Client meetings, calls, travel, and market activity happen continuously across all relevant platforms.
- Interactions logged hours later — Interactions are logged hours after meetings instead of immediately in workflow.
- Desktop-dependent CRM access — CRM access becomes dependent on desktop availability during client activity.
- System switching — Coverage teams switch between systems to update contacts and interactions.
- Slower research distribution — Research distribution workflows slow down outside the primary office setup.
- Partial mobile workflows — Mobile access remains limited to partial CRM workflows instead of full access.
Three workflows. Available across mobile and embedded CRM environments
Access CRM Wherever You Work
Prism Anywhere extends CRM access across various platforms. Coverage teams operate from the platforms already embedded in their daily workflow instead of switching back into a separate desktop system.
Capture Interactions in Real Time
Inbound emails are logged directly as CRM interactions without manual re-entry. Teams can search contacts, accounts, and tickers, log meetings and calls, and add new contacts directly from mobile or embedded workflows.
Distribute Research and Monitor Activity
Research can be distributed directly from the Anywhere interface while revenue tiles and dashboard data remain visible on mobile. Coverage teams maintain visibility into client activity and performance metrics while operating outside the desktop environment.
What Prism Anywhere Delivers
Mobile CRM Access
Access accounts, contacts, tickers, and CRM workflows directly from your phone. Coverage teams maintain operational CRM access while traveling, meeting clients, or working outside the desktop environment.
Embedded CRM Workflows
Prism Anywhere manages CRM activity within existing workflows instead of requiring a separate platform login.
Real-Time Interaction Logging
Log inbound emails, meetings, calls, and client activity directly into Prism without manual re-entry. Interactions remain connected to CRM records continuously across mobile and embedded workflows.
Research Distribution and Visibility
Send research directly to contacts while viewing revenue tiles and dashboard metrics from mobile or embedded interfaces. Client activity and engagement remain visible across front-office workflows.
Built across the platforms front-office teams already use
Prism Anywhere is designed for teams operating across mobile and embedded workflows throughout the trading day.
Core workflows connected
Front-office workflows do not stop at the desktop. Prism Anywhere keeps CRM access connected wherever coverage teams work.