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Description

SANeForce's Closed Loop Marketing platform, known as SAN CLM, focuses on gaining a comprehensive and robust grasp of how effectively your marketing strategies are functioning. The initial phase of this platform involves engaging stakeholders to gather insights, which helps assess the actual influence of marketing initiatives. The pharmaceutical sector has shown significant interest, and the adoption of closed-loop marketing has been bolstered by the increasing use of personal digital assistants (PDAs), like tablets. Notable benefits include tailored and impactful conversations, enhanced collaboration, comprehensive solutions, data analysis, and the ability to adapt strategies in real time. Furthermore, this system offers streamlined access to all marketing materials, facilitating productive interactions with clients. Additionally, the field force is empowered to develop personalized presentations using the available resources. This approach marks a shift from broad communication tactics to more individualized interactions, enabling field representatives to make informed decisions on a case-by-case basis. In essence, this transformation not only optimizes marketing efforts but also fosters stronger relationships with clients through targeted engagement.

Description

Receive investment signals customized to your specific needs. Utilize our specialized toolkit to develop and outline investment strategies that facilitate complete automation of your backtesting and portfolio rebalancing activities. Generate reports on performance metrics for the instruments you specify. Set up alerts tied to market movements for your portfolio. We also offer insights into carbon emissions at the portfolio level. With our service, you can access performance ratings for every listed instrument in the collateral pool, enhancing the personalization of the lending experience and boosting confidence in collateral quality. Our platform supports in-app analytics and investment strategies, including performance assessments and historical backtesting, allowing you to generate actionable investment signals. Maintain a competitive edge with tailored analytics designed for each client. Adjust alerts and signals while constructing portfolios that align with individual requirements. Additionally, showcase the ESG and carbon emissions performance at both the instrument and portfolio levels, ensuring a comprehensive understanding of your investments' impact. This holistic approach empowers you to make informed decisions while considering sustainability factors.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SANeForce Yes 

Integrations

SANeForce No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

SANeForce

Founded

2002

Country

India

Website

www.saneforce.com/closed-loop-marketing.php

Vendor Details

Company Name

Stratiphy

Country

United Kingdom

Website

www.stratiphy.io/business

Product Features

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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