糖 is a complete CRM platform that collects every bit of critical information across sales, service and marketing. It easily integrates with any application. And 糖 gives you a personalised user experience that works seamlessly on the devices you use every day.

资本市场

糖帮助资本市场公司加深客户关系并推动证券化产品和服务的销售。通过整合来自各种内部和外部数据源的零散的市场信息,Sugar使您能够立即对不断变化的市场状况做出反应并为每个客户量身定制服务’的需求。借助唾手可得的及时相关信息,您就可以洞察快速发展交易思路并增加交易量和利润。 糖可以帮助您从新闻源,市场更新和内部研究出版物生成的大量数据中快速提取关键可行的见解,同时通过动态,智能化的优先呼叫列表和简化的数据捕获来促进高速客户沟通。

糖为经理提供战略客户见解,包括KPI和SLA,以及服务差距检测和增长机会识别。您可以通过为客户调整合适的资源来轻松维护和执行关键客户计划’的需求Sugar还旨在消除孤岛,促进跨销售,交易和研究的协作,同时遵守严格的数据可见性和透明度协议,并确保一致的客户体验。

糖 is based on open standards and integrates seamlessly with a variety of business systems and data sources (trading systems, technical analysis, charting platforms, etc.) to provide users with relevant and real-time information on market movements and trends.

糖’s 糖BPM™ engine allows you to easily model, automate, and monitor a wide range of business processes across front, middle, and back office— including conflict management, onboarding, and deal execution. 糖’s easy-to-use visual interface gives you complete control over how you track the capture of information. Its flexible and granular security model ensures ongoing regulatory compliance in a rapidly changing environment.