DBS Bank picks Analec for broker-dealer CRM

Source: Analec

Analec and DBS Bank further strengthened their working relationship, with DBS opting for Analec’s broker-dealer CRM solution – Analec ClientManager.

ANALEC has been working with DBS Bank for over 10 years, with its investment research platform - ANALEC ResearchWise - powering the global investment research organization. With the decision to implement ANALEC ClientManager, DBS would now have a fully integrated investment research management and CRM solution from ANALEC.

DBS is one of the premier integrated financial institutions in Asia with a market capitalization of US$ 42 billion. DBS opted for ANALEC ClientManager from an existing service provider, following a review of their needs as well as seeking to boost their proactive account management capabilities and management of high value services like corporate access analyst roadshows and investor conferences etc. The world of institutional stock broking has been facing structural challenges and competitive pressures over the years and it calls for technology solutions that address both the immediate and  long-term client servicing challenges and needs. The business at all times needs to ensure that the client service organization is able to maximize revenue generation while minimizing cost-of-service to their clients.

ANALEC ClientManager platform will ensure capturing every aspect and touch-point of the client service function, for each individual client, and ensure the entire service organization is able to score high on relevance of service (to individual clients) and adapt swiftly to changing needs and demands of the client base. With the implementation of ANALEC’s CRM solution, DBS would have better control of their research distribution intelligence to their clients, feeding from the ANALEC research technology that has been in place at DBS for many years. ANALEC’s integrated solution across research management and sales & trading CRM will proactively deliver superior management reporting and client servicing intelligence to key decision-makers within the business and increase speed of decision-making.

Commenting on the development ANALEC’s CEO – Indy Sarker – stated, “We are very excited to grow our very successful working relationship with DBS. Over the last 10 years, DBS has been a strong supporter of ANALEC and we have always ensured a strong commitment to maintaining our strong working relationship. I believe our integrated research management and CRM solution would not only deliver better client service management and fulfilment, but also deliver significant technology cost savings on a total-cost-of-ownership perspective.”

Comments: (0)

Get your copy of the OneSpan eBook - How to minimise the risk of Social Engineering attacks in Banki
Featured job
All Jobs »
London, UK

Sales Director, Private Equity Solutions (London, UK)

Competitive base, double ote, benefits, stock options

22 Jul