Overview Spyder is a web based advance CRM system, designed and developed keeping in mind the unique requirements of complex contact management needs of financial institutions. The unique feature of Spyder is the ability to track who in the client base is interested in what products and ensure that service coverage and communications are aligned with those interests. Using this unique feature, it provides mechanisms to target clients based on their interests and generates alarms when misalignment occurs. Further, Spyder consolidates ALL interactions with clients (email, meetings, product distribution notes etc) and summarizes these interactions from both the client perspective and the internal staff perspective. In form of query reports such as "who in our client base would be interested in the following product and is based in a given location" is provided. Spyder excels in operational planning - execution of targeted mass mailing, road show coordination, tracking of who has received literature on a given product. Spyder is designed from the ground up to understand the nature of products in the corporate financial services industry. Spyder makes sure that products are presented to the right customer, which helps in obtaining and maintaining a superior relationship with the customer.     Features Single consolidated View of Client Interactions. Hierarchical Contact Database. Customer Interest /Product Matrix to drive all interactions with customers ensuring complete alignment of services with their interests. Fully integrated Document Management, Workflow and Distribution Systems - automatic distribution of product to specific contacts. Comprehensive Correspondence Logging - easy logging and viewing of all events relating to each contact at any level in the hierarchy. Ability to attach files at any level: Organizations / Contacts. Planning and Managing Campaigns/Events with targeted marketing using sophisticated contact identification tool. Flexible Customer Ranking (Tiers). Can be accessed through high end mobiles. Sending Personalized Bulk messages (Emails and SMS). Identify gaps in Client Coverage and service. Assigning appropriate staff to customer based on staff expertise and customer interest. Event Alerts to concerned users. Fully Audit logged. Service level definition and monitoring for staff. Flexible reporting capabilities. Extensive and comprehensive role based security and access control.     Download Click here to download Spyder Brochure

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