Institutional Broking Crm - Orchid

Orchid

Orchid is an institutional broking CRM that helps you and your teams manage the entire client relationship on a intuitive, web-based platform

In equity markets, every minute matters. What matters most is your ability to get the best out of that ‘one minute’.

Orchid is an institutional broking CRM that helps you and your teams manage entire client relationship in an intuitive, web-based platform.

Build relationships, one conversation at a time Key Features Include: Sales & research team integration 4 Dynamically assign priority, based on events. 4 Teams know - whom to call, when to call and what to say. 4 Prioritize Research Analyst’s time, so they call your key clients before your competition does. 4 No more email exchanges, or dealing room task assignment - communicate through Orchid’s powerful dashboards. Knowledge base for client interactions 4 Stores entire client interaction history. 4 When key people migrate, they leave the knowledge behind. 4 Search and sort history of interactions, to understand your clients better. Measure your benefits 4 Track your relationship value against the time spend in calls, visits to focus on key clients. Save time on interaction entry 4 Pre-filled templates generated by the system. 4 Updates on similar issues to multiple clients can be entered on one screen saving precious time.

Single view of Client Relationship Key Features: 4 4 4

Repository for client information, investment preferences and strategies, sector interests, fund manager information and priorities Track how well your top clients are serviced Create and manage levels of service delivery, frequency of calls & visits for each client.

Measure the value delivered Enhance research products 4 Management can define research products - Quarterly reports, daily notes, monthly updates etc and track the output daily Completely Web based system 4 Created on Dot Net platform, can be accessed on web. 4 SQL server as the database. 4 Easy installation, maintain data on central server. 4 Advanced security and access rights. Customized Email 4 Send customized emails to funds and clients. 4 Relevant information helps position your firm better. Schedule Road Shows 4 Create and co-ordinate entire road show process. 4 Schedule client meetings, assign teams and distribute the schedule directly through the road show module. Objective performance evaluation 4 Feed back on research reports and client comments. 4 Track value delivered against client calls, visits & emails.

Orchid provides comprehensive relationship management ability and is tailored to specific demands of global institutional broking industry.

Efficiency creates profit opportunities For your Clients 4 Only relevant communication from your team. 4 Information is stored and preferences are known to your team. 4 Team member transition does not affect the relationship. Head of Business 4 Evaluate people based on actual data (calls made, visits done) and real value delivered. 4 Helps focus on top clients. 4 Comprehensive reports. 4 Knowledge base for client interactions and research reports. Sales team 4 Know which clients have to be serviced on any given day. 4 Seamless coordination with research team. 4 Pass on client insights to entire team. 4 Manage accounts when other team members are on vacation. Research team 4 Define various types of research reports and their due dates. 4 Update status of work online. 4 Know whom to call, when to call and entire interaction history. 4 Prioritize client calls based on value generated.

FOCUS on your top clients. KNOW your relationship history on the desktop. MEASURE the value generated for your clients.

Focus on clients, success will follow... You have the best people.. Quality of your research and sales team, indeed, allows your business to deliver highest value to your institutional customers. Every day, your team members are connecting with several fund managers, understanding their specific needs and being on the road to ensure your firm is out there! For a team, so hard pressed for time, how much time are they spending on documenting the knowledge they have gained from client interactions? Specifically, are your team members: 4 4 4 4

Sending emails to colleagues reminding them of calls to be made today. Making phone calls every day to ensure that the research analyst talks to the right set of fund managers. Today! Documenting specific client needs. Noting interactions in their diary, so that they can share with others during weekly meetings.

As a head of institutional equities business, you know your people are doing their job. But are they... 4 4 4 4

Doing the right things at the right time ? Making sure your top clients are serviced regularly ? Sending your research to the relevant people ? Conveying each other the relevant ideas, stories and client needs ?

Religare Technova Limited is the holding company for the IT business of a large diversified Indian transnational business Group. The group pursues aggressive business interests globally in Financial Services (Religare Enterprises), Health Care (Fortis Healthcare), Wellness (Religare Wellness – formerly Fortis Healthworld), Diagnostics (Super Religare Laboratories – formerly SRL Ranbaxy) and Aviation and Travel (Religare Voyages).

The Religare Technova umbrella includes Religare Technova Global Solutions (formerly Asian CERC Information Technology Ltd and Capital Market Solutions Pty Ltd), global leaders in providing Enterprise Software Solutions to the Capital and Financial markets, Religare Technova IT Services Limited, which provides Enterprise IT Solutions and Religare Technova Business Intellect Ltd, which provides Knowledge Management Solutions.

Offices: India 255, First Floor, Okhla Phase III, New Delhi-110 020 Tel: 011-6621 0101

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