Institutional Sales & Research
EventManager is an enterprise-wide, web-based calendar of all corporate marketing activity allowing for seamless communication between syndicate, roadshow, marketing, research, and sales and trading. EventManager enables coordinators and salesforce to arrange 1-on-1 and group meetings for their clients. Additionally, EventManager captures client feedback and allows the salesforce and capital markets to view their clients' orders and allocations for new issues and maintain their client contact information.
ConferenceManager offers enterprise-wide centralized access and administration over all conference activity. ConferenceManager provides increased efficiency using automated scheduling tools, interactive conflict resolution to avoid double-booking clients, and web-enabled real-time secure access from any location. ConferenceManager interfaces with EventManager to provide a comprehensive corporate marketing and event management solution.