The Sell-Side Platform Built Around Adoption
CRM, activity tracking, and coverage analytics for capital markets. Built into the workflows your teams already use.
Connect Client Engagement to Business Performance
One platform. Every interaction. No exceptions.
CRM — Connected Engagement Tracking
Client interactions — digital and in-person — are captured and connected to contact and account records in real time. Coverage teams get a current, complete view of every relationship, with no manual reconciling across separate systems.
Consolidated Data Across the Firm
Data from multiple systems flows into a single source, eliminating the silos that slow reporting and distort the picture of client revenue, resource utilization, and business performance across teams.
Real-Time Visibility into Priorities
Senior management and desk heads see client activity, revenue contribution, and resource usage as it happens — not in a quarterly report assembled from five exports by someone who had to chase three teams to get the numbers.
Consistent Reporting, Limited Manual Work
Actionable insights and standardized reporting are available across research, sales, trading, corporate access, and investment banking — from the same platform, with no separate reporting workflow running alongside it.
The Adoption Problem — Solved
92%
Prism user adoption
30%
Industry average
Prism was built to solve the adoption problem that has held back most CRM deployments in capital markets. Clean data requires consistent input. Consistent input requires a platform people actually use. That's where Prism begins, and why the adoption numbers look the way they do.
The Gap Between Data and Decisions
Sell-side firms have the data. It just lives in fragments, stays incomplete, and is inconsistent.
Workflows are fragmented
Teams use separate tools for CRM, analytics, event management, and distribution — so the data those tools generate never connects into one view of the client relationship.
Visibility is incomplete
There's no consistent link between coverage activity and business performance — so resource and client decisions get made without a full picture of revenue and engagement.
Adoption is inconsistent
CRM data quality depends on consistent input across teams. When input is inconsistent, data deteriorates fast, and reporting becomes impossible to trust.
One Platform. One Client Record.
Coverage, distribution, events, analytics — every interaction lands on the same client record, in the same platform. Not tools stitched together after the fact, but one system that stays whole no matter who's working in it.
Nothing to reconcile. Nothing to chase.
Every Relationship. Every Interaction. Every Insight — Finally Visible.
Prism connects CRM, analytics, and activity tracking across the sell-side firm — in one platform, built around the workflows your teams already use, without rebuilding how the desk operates.
Adopted. Connected. Always on.
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