|
|
Broker Dealers: Drive Performance By Servicing the Right Customers Better
|
|
|
Markets are changing, relationships still rule, but the workflow is much more automated. Pivot 360 allows broker-dealers to create a sophisticated and efficient information management workflow around customer transactions while maintaining their relationship network.
|
Quickly & Easily Get Integrated Info to the Right People
It’s 7:30 am, time to get new research to sales traders and investment ideas to position traders. Pivot 360°’s research database integration and broadcast capabilities make it easy to send morning notes or new reports to hundreds on your team, around the world, instantly. A 20 minute process becomes a 5 minute one. Then simply forward the right materials to the right customers. Our system will even help you identify them.
|
Everyone is First When You Broadcast It’s 8:30 am and you need to start sending ideas to all 50 of your customers — now. It’s 9:45 and you need to immediately get a key, but obscure piece of information out to your customers. Communicate simultaneously with Pivot 360°’s broadcast functionality, in a format that is already integrated with your customer’s workflow.
Easily Find Investment Information History Want to see discussions on your position in London? Need to recap instructions? Pivot 360° allows firms to easily retrieve relevant conversations and information quickly and easily. Global search means content is readily available when needed.
Send Structured Pricing Data & Alerts
Pivot 360°’s structured messaging platform grants derivatives and fixed income desks the ability to send actionable quotes to customers without the need for FIX/OMS infrastructure. In addition, the structured messaging platform allows equities desks to easily send trade updates and position alerts with proprietary data; making it easy for customers to act on.
So, whether it’s automating a FIX order or entering price data into a trading system, Pivot 360° can streamline the structure of your information as well as the process.
|
|
|
|
|
|
