Pegasus

Pegasus is the first market focused solution for financial markets that truly integrates CRM into your email and messaging platform, as a result it reduces the barrier to adoption within the front office becoming an information rich environment for managing the entire client lifecycle.

Built on the leading cloud computing technology, Pegasus delivers real-time visibility into the Sales, Marketing, Client Servicing and Relationship management process across multiple teams including sales, operations, service, credit, compliance and legal. Pegasuscreates transparency, increases client retention and penetration, and streamlines processes across the organisation. 

 
Pegasus provides a consolidated platform to view, manage and drive all aspects of the client relationship process from new client acquisition through to client retention providing upsell and cross sell opportunities. Pegasusprovides the tools and insights necessary through account planning, research, market feeds, and workflow data into rich dashboards creating a single platform for collaboration across the business.
 
Powerful workflow capabilities link all stages of the client lifecycle process, automatically routing issues to the relevant teams with follow up events being based on pre-defined parameters and exception alerts.

Key Benefits

  • Provide senior management with visibility and business insight through sophisticated dashboards and reporting
  • Increase penetration for key client accounts & identify cross-sell and up-sell opportunities across asset classes
  • Accelerate the client on boarding process while still adhering to KYC and AML rules
  • Simplify, streamline and enforce a consistency of process across he organisation
  • Significantly reduce IT capital expenditure, maintenance costs and development times
 

Key Features

  • Rich interactive dashboards
  • Client and partner portal
  • Account management & planning
  • Client and legal hierarchy
  • Team calendar and activity by pipeline stage
  • Client service team dashboards / account information & issues status
  • Deal team management and Chinese walls
  • Single view client and opportunity dashboards
  • Business process template manager
  • Portfolio allocation
  • Opportunity management and stage visibility
  • Call reporting & personalised taskboard
  • Marketing activity driving leads and opportunities
  • Projects, expenses & costs
  • Single view of the clien, single view of the deal
  • Itinerary and trip planning

 

Add On Modules:

  • OnBoarding
  • DataShelter
  • Expense management and tracking 
  • Road show and Event management
  • Client Portal
  • Syndication
  • Mergers & Acquisitions
  • Operational risk management 
  • New product development and approval