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Ipreo Workflow Products Target Investor Relationship Management Market

June 05, 2008

Ipreo, a vendor of execution software, data and analytics for investment banks and corporations, has announced the launch of a suite of workflow products designed to "streamline and strengthen all activities related to investor relationship management," company officials say.

The core of the offering to both markets is a group of relationship management platforms: BD Advanced and BD Vision for capital markets, and BD Corporate for investor relations professionals.
Through the combination of the Bigdough and NSIGHT acquisitions, Ipreo officials say their company "has become the IRM products provider to the capital markets, with more client relationships than any other provider in Research, Sales and Trading."
Built on the legacy of Bigdough's institutional equity data, BD Advanced and BD Corporate combine a user interface and search and reporting functionality with a cross-asset class database. This dataset contains contacts, profiles and ownership for global buy side institutions across the investment spectrum.
"A decade ago, Bigdough revolutionized the institutional investor prospecting and content management space," said Kevin Marcus, President & COO of Ipreo. "Today, Ipreo is once again changing the way capital markets and IR professionals manage their investor relationships."
Bigdough's been in this field for quite a while — a couple years ago Pyxis Mobile, a vendor of wireless software that "meets the diverse needs of the financial services industry," company officials contend, announced its mPlatform Alliance partnership with Bigdough, described at the time as "a vendor of capital markets contact and ownership data."
This initiative deployed an integrated client relationship management (CRM) application to customers anywhere, via mobile devices.
Also in 2006 Bigdough added a faintly Orwellian-sounding "integrated surveillance module," allowing users to "integrate their surveillance data automatically into the Bigdough IR platform." Company officials explained that one as users linking their trading activity to Bigdough's database of institutional contacts and intuitive CRM software "to manage and benchmark all key IR relationships on one platform."
David Sims is a contributing editor for ContactCenterSolutions. To read more of David’s articles, please visit his columnist page. He also blogs for ContactCenterSolutions here.

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