smartBrokerSuite is the Number 1 – Business Management Solution for Institutional Equities Business in India.
Designed in collaboration with some of the leading industry experts, smartBrokerSuite integrates the functions of Equity Sales & Research, Corporate Access, Sales Trading and Research over a dynamic and scalable platform to improve the business productivity, efficiency and provide greater visibility and control over the crucial business operations.
smartBrokerSuite allows organizations to maximize the client service coverage through an integrated communication platform between Equity Research and Clients. Its unique features allow the Equity reasarch out to the clients in a timely manner with relevant information through the clients preferred channel of communication. The collaborative nature of smartBrokerSuite streamlines the communication between Equity Sales and Research, leading to a more coordinated, focused and value added service offering to the clients.
To know more about the solution, please visit – www.smartBrokerSuite.com
Unified communication platform to manage and track interaction with clients, Centralized Client and Contact Database with Mail Server, ePBX, and SMS gateway integration
Ensure preference based, Unique, traceable and easily reportable Research Communication to the Clients, gather intelligence on how the research is being consumed across all distribution channels
Provide Corporate Access a sophisticated platform to efficiently organize various Corporate Access events, including Conferences and Roadshows with powerful scheduling capabilities
Comprehensive range of dashboards and reports allow complete visibility into the client service activities, detailed analysis to ensure service activities are aligned to achieve the business objectives
Integration with the back office systems to provide comprehensive Brokerage and Revenue Reporting along with daily tracking, reporting and trends on Dealing Errors
Experience the same rich experience of smartBrokerSuite Solution on a dedicated app, increasing the productivity and efficiency of Equity Research and Equity Sales on the move
Why Our smartBrokerSuite Solution?
The only integrated and unique Business Management Solution for Equities Business
Centralized Database with 360 degree view of client interaction and service activities
Integration with ePBX, mail servers and SMS Gateway with Click to Dial functionality
Automated Research creation & distribution as per the client preferences and priority
Sophisticated scheduling engine for most efficient scheduling with Client Web Portal
Online communication between Equity Sales & Corporate Access about client data
Dedicated Research Portal for Clients with authentication, provisions for Morning notes
Identify & analyze, service and revenue data based on client classification to target clients
Send individual or bulk emails or SMS through the smartBrokerSuite communication platform