Balancing high- and low-touch customer interactions against revenue, and monitoring customer service levels for institutional broking businesses is a vital part of the customer management process. Investing too much or not enough time into clients can lead to opportunity loss.

Orchid, a CRM tool designed and developed specifically to mirror the institutional broking workflow, assists those managing sales desks and research groups to monitor the servicing of client relationships through an intuitive, web-based platform. Orchid provides a single snapshot of all client interactions and a distinctive workplan calendar for sales and research teams alike.

Key Features

• Dashboard views for Sales, Research and Administration
• User defined client categories and client prioritization
• System generated automatic reminder and escalations to ensure consistent service levels
• Measurable performance by individual team members
• Task and alert assignment and management
• Personalised email for the distribution of research reports

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