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SALES PERFORMANCE


NIAD provides users with tools to keep the focus on sales and client service, reducing administrative burden.  From email automation to performance reporting we provide something for everyone.

What we do to aid your business:

  • Increased Bandwidth: Enable Equity Capital Markets and Sales to handle greater volumes without sacrificing quality
  • Effective Sales Tool: Disseminate product and product related information real time with equitable treatment for all Branches
  • Research Historical Performance: Use ad-hoc reporting capability that measures the current and past results of the Firm, Institutional Sales, Branches and Retail Investment Advisors
  • Capture Competitor Information: Run league tables to benchmark results
  • Attract Retail Brokers: Provide tools to help retail brokers effectively grow and manage their business
  • Increase Client Satisfaction: Reduce errors and increase deal process efficiency

New for 2012

  • Prospectus Tracking: Track and record the distribution preliminary and amended prospectuses to both clients and non-clients
  • Mobile Access: Reflect interest and receive allocation via your mobile browser

 

 

 

 

 

 

 

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