Connect - Research Management Services

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Connect is a services based software product that provides firms with a fully white labelled solution to connect with their clients.

Modules include Distribution to Portal / Mobile / Email, Client Surveys, Event Management, Directory Services for products and marketing, and Publishing for writing and sending content through various channels.

Connect is the leading App provider in the Financial Services space, with a growing number of Portal, Email Distribution, Client Survey and Event Management customers.

For an off the shelf, expandable, configurable and fully functional white labelled solution to Connect to your clients worldflow is the market leading provider.

Key Features

Rapidly deployed Web Portal for all your content in a structure driven by the data you submit, reducing configuration requirements and maintenance whilst providing a high performance modern platform.

Email distribution with full link back capability or embedded content, with or without Portal module.

Controlled content distribution to Apple devices and Android devices near time, with user controls and security and sophisticated entitlement models.

Survey your client base with a fully functional toolset, client emailing, flexible question structures, graphical reporting, historical reporting on regular surveys.

Event Management allows you to control events, conferences, roadshows and to provide directed content at attendees before during and after the event.

Interactions management lets you track readership, usage, event attendance, meeting notes with feeds to Interactions vendors for client information.

Key Benefits

Off the shelf, white labelled with your brand and content

Simple monthly fee structure giving very low entry cost

One year commitment - no long term lock-ins

Try before you buy Pilot facilities to validate your content

Market leader in white-labelled Web Portal and native App solutions

Use one or more of the products, and as you expand they integrate

Connect to your clients, and bring them closer to your firm

Product/Service details