PROSPECTING & CALL SHEET

Real-CPS
Real-CPS is a CRM tool for agency sales and trading desks. Real-CPS brings together customer order data, customers historical trade data, Customer holding information, their research usage etc to generate call-sheets that can result in commission generating trades. Real-CPS is a pre-order, revenue generating tool.

Real-CPS integrates:

navigate_check 13F Filing data
navigate_check Security and Product Information
navigate_check Historical Trading Data
navigate_check Product Research & Usage Data
navigate_check Intra-dat trading data
navigate_check Focus Lists setup by traders
navigate_check Internal IOIs 

 

Real-CPS generates:
navigate_check Alerts to traders based on predefined rules
navigate_check Call sheets to help track communications with clients
 

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