Sample automated market datas templates prepared for the Clients

The process of generating Clients valuation reports

An automated tool that show the list of reports that will be generated, for each Client, according to their agreements. For each Client, many different types of reports can be generated:

-> Monthly

-> Quaterly

-> Annually

An custom CRM Tool dedicated to the marketing manager.

The Tool prepare and send emails (with specific content...) from Outlook using VBA code !

Summary of operational features:

-> For each Client filter by roles (prescribers, shareholder, lawyer, debt advisor, M&A boutique, bank, asset manager, etc..)

-> Filter by last mission date

-> Filter of regular prescribers

-> Filter Regular Interest Rate Clients

-> Filter Regular Exchange Rate Clients