Fragmentation of data within large sell-side institutions is an all-too-common problem, and for many, it’s paved the way for disruption, loss of market share, profitability declines, and a loss of competitive advantage.
Generate more sales and build a smarter, data-driven
sales organization with our all-in-one solution
Aggregate and monitor RFQs and transactions
Analyze execution data and market trends
Review sales team performance across dimensions
Configurable dashboards, blotters, charts, and data visualization widgets
Interoperable with most trade capture and reference data systems
Glue42 and OpenFin
With disparate, unconnected systems storing market data, reference data, electronic and voice transaction data, and client data, banks have struggled to build a comprehensive 360-degree solution to unify a view of their customers, implement strategy effectively through KPI monitoring, and align the business with a common set of facts.
The way we solve it
Consolidate & Transform Big Data into Sales Excellence
Consolidate and normalize fragmented big data into world-class market intelligence, actionable insights, and a 360-degree view of customers and market activity
Increase transparency, analyze KPIs and quotas, and drive critical PnL decisions with a golden source of truth, ensuring the business aligns behind a common purpose
Track key execution KPIs, and leverage data and AI to navigate sales to opportunity and action, optimizing time and team performance, tapping hidden opportunity, and maximizing conversion.
Understand your Customer
Gain a holistic view of your customers across voice and electronic executions, and leverage smart insights to personalize experiences and understand buying triggers, patterns, and trends.
Powerful, real-time data and analytics dashboards to analyze performance, optimize teams, and improve ROI.
Explore all Sales360 modules
My360 for Sales Reps
Make faster decisions with a realtime, conslidated view of RFQs across venues, whether voice or electronic
- Support for deal monitoring and transparency with hit/miss, trade and exception blotters against a salesperson’s clientbase
- Facilitate a gold level of service for high value voice trades with holistic customer history and insights
- One-stop shop for tracking and analyzing in-house axes, market trends and executions
Team360 for Sales Managers
Track sales team KPIs across regions, sectors and products to find the best and worst contributors and understand strengths and weaknesses
- Get actionable insights into top clients and optimize customer service and focus across the board
- Analyze historical performance of your sales team to provide appropriate feedback and devise the right strategy & targets for the future
Trend360 for Executives
Track the performance of your whole sales department and focus on the long term strategy.
- Quickly analyze deals with respect to annual targets to see whether quotas are being met based on product, region, and client type
- Measure ROI down to the client-level, identify key gain and loss leaders, optimize PnL, and improve business critical decision-making from the top
Through better pricing and customer transparency
Better Team Productvity
Via KPI tracking and visibility into what’s working best
Increase in ROI
With insights into quotas and production