Benefits of using Spyder
Who We Are
SPYDER is the only single point industry dedicated CRM system provider, which can deliver client facing experience, client relationship and alignment management, lead generation, product delivery, revenue growth, event management, registration and much more.
Advantages
Tailored for Capital Markets
Spyder is purpose-built for capital markets firms, addressing your unique needs and challenges.
Advanced Analytics
Gain actionable insights into readership and interaction trends.
Seamless Client Management
Streamline client segmentations and interactions, track leads, and manage relationships effortlessly.
Secure Data Management
Protect sensitive data with robust security features.
Research Workflow Optimization
Our system optimizes research production, ensuring efficient processes and maintaining regulatory compliance and a clear audit trail.
24/7 Support
An accomplished and dedicated team: direct access to human support – no bots, ticketing, or queuing
Corporate Access Integration
Seamlessly connect with corporate events, investor conferences, and management meetings.
Features
CRM
It all starts with the CRM. Spyder contains all your clients, staff, products, roadshows and more. By centralizing it all on one platform, Spyder can provide incredible insights into how your business can grow.
Relationships
Develop and manage relationships with all of your clients. Spyder allows you to create different relationship types with a client, ensuring coverage is well maintained, and relevant stakeholders are alerted when something important happens.
Research Products
From creation, through approval workflow to distribution, Spyder keeps a comprehensive repository of all your research products, targetting the correct clients, ensuring smooth & simple access, and ensuring staff know who accessed what.
Interactions
Send emails, log calls, meetings, voicemails and more in a centralized platform to show how you engage with your clients. Simple tagging of products, campaigns, and more, create a multi-faceted view of your relationship with your clients.
Client Web Portal
Allow clients to browse your product library & videos with access control, registering for events, generate leads from sign-ups, and unsubscribed clicks on products that alert relevant staff.
Campaigns & Roadshows
Schedule and promote your campaigns & roadshows through the client web portal and email marketing, with quick, simple online event registration, participant approval, itinerary generation, Zoom integration, and more.
Top Support
You are not a support ticket to us. All support requests go direct to our staff to ensure we deal with any queries or issues you have.
Competitive Pricing
Spyder has a very competitive pricing model with no hidden costs that will save you money when compared to using similar systems.
Special Customizations
Spyder is highly configurable, but can easily be customized and enhanced to your specific requirements by our highly experienced team of developers with a fast turnaround rate to ensure we deliver when you need it most.
