Equity Sales

Covering too many clients with too few resources means that buy side clients cannot all receive the service they believe they deserve. To manage this discord, sales have to direct special service to top accounts to maximise the return on resources for the firm and increase flow of transactions.

To direct attention to these top accounts, users need to know when the next broker or account review is scheduled, which companies with upcoming events are of particular interest to the buyside account, what other recent discussions and service have been provided to the client.

By mapping all this data and making it available through the Columba Platform, sales can prioritise their actions to deliver best service to clients who have upcoming service reviews.

These actions drive sales revenues and profits, with the Columba Platform providing the cost effective solution with which to deliver this.