Good customer relationship tools make it possible to differentiate the quality and speed of your firm in an increasingly competitive market for financial services.

Sales departments can respond more effectively to a customer's questions using an instant and comprehensive overview of the customer's portfolio.

The CRM systems you may already have in place generate vast amounts of data on customer preferences and behavior. Unfortunately, though, the results of these investments are often systems that store masses of potentially valuable data that is very hard to get to in time during critical customer interactions. Panopticon visual business intelligence turns your CRM data into actionable information quickly and easily. It helps your traders see and understand everything they need to know about your customers and their investments in an instant.

Panopticon has been integrated into award-winning online sales and trading solutions and is used by a range of major banks. Panopticon allows you to get an instant picture of your clients' position, history, and profile, so you can always stay on top. You can also use Panopticon to enhance client presentations with visual performance reports.

Features and benefits in sales applications

• Manage your sales resources more efficiently
• Picture your revenue and costs and instantly spot revenue/growth opportunities
• Get immediate benefit from Panopticon's visual business intelligence and a fast ROI: Panopticon is completely data format agnostic so you can combine any live feeds with any databases
• Tie-in information from the position system, price feed and research data to get an unparalleled view of your client's position

Features and benefits in trading applications

• View real-time streaming P&L and Risk
• Manage your portfolio more efficiently