Complete end-to-end
CRM - Prism

PRISM overseeing every association and communication your business has with clients and prospective clients. Enhance business relationships to expand your company is the straightforward objective.

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.

• • Commissions

Instant notification of Email
reads and link clicks within Outlook

Prism Blast

Mass Email Distribution and
Advanced Engagement Analysis Platform

• Easy personalized Email Blast from Outlook or Mobile.

• 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.

13

14

Event Settings

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

19

20

Event Info

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

21

26

27

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

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.