The Institutional Broking business is predominantly people dependant and carries large risk areas. The business is often as good or bad the people behind it, presenting unique challenges. Information handling is often disorganized and individual driven. Even the best people do not have all the information available to them all the time. Most importantly, one can not differentiate on the product or its value. The differentiating factor remains in-depth research and personalized servicing.
Orchid is an Institutional Broking CRM that helps manage the entire client relationship through an intuitive, web-based platform. Its dashboard driven interface is easy to use and navigate. The system enables service level definitions and escalations yet keeping it personalized from a client’s perspective. Orchid also creates groups for sales and research teams and provides an easy to use relevant work system for efficient client servicing. It ensures that unavailability of a particular team member does not affect access to important data and client information.
Features:
- Completely Web based system
- Single view dashboard
- Define categories of clients based on their importance
- Set up scheduled interactions with clients based on their category
- System generates automatic reminder/ escalations to ensure that service levels remain committed and consistent
- Measurable performance indicators
- Consolidated view of client interactions and information
- Task and alert assignment and management
- Personalized Email
- Send customized emails to funds and clients.
- Relevant information helps position your firm better.
