Research Manager for the Sell Side

Interactions Manager transforms and standardizes sell-side CRM data to align seamlessly with buy-side requirements, ensuring the full value of each interaction is accurately captured. Following review, the platform automatically remaps and distributes interaction data to over 500 asset managers in their preferred aggregated format, streamlining the distribution process while reducing manual effort and complexity. As a trusted collaborator, the platform stays ahead of the evolving vendor requirements, allowing clients to focus resources elsewhere while maintaining consistency and control, ultimately helping maximize the value and monetization of your research. 

Key Platform Capabilities:

• Intuitive Workflows & Oversight: Maintain control with configurable approval workflows, real-time email notifications, and a comprehensive dashboard to monitor submissions and ensure deadline compliance.
• Actionable Analytics: Combine clean, centralized interaction data with analytics to uncover actionable insights into client engagement, value trends, and representative performance.
• Seamless Data Mapping: Automatically capture, normalize, and validate records from analyst meetings, calls, and events into your clients' preferred vendor formats.

What’s your plan? UK or EU-based asset managers and brokers should request a demo to see why we’re the best partner as you reintroduce joint payment accounts (CSAs) to your operations or your client’s operations. From ex-ante to ex-post, Research Manager supports full compliance with regional guidelines.