Empirasign CRM

Jan. 6, 2017

Empirasign CRM

Better information, displayed at the right place and the right time, represents one of Empirasign's core tenets. Our latest product enhancements, detailed below, are illustrative of this. And with added data sharing capabilities, Empirasign's Total Market Awareness program has entered the CRM arena.

Bid Collector

On any current BWIC page you can now request a bid from your counterparty contacts or record one on their behalf. See screenshot below of the appropriate buttons. If you do not see these buttons, please contact your Empirasign representative to be enabled.

If you choose to record bids on a contact's behalf, you will be directed to a web form to do so. If you request bids directly from a client, they will be sent a link to a similar web form. Your counterparty contacts do not need to be Empirasign customers to record data via these forms. A screenshot of the results of such data entries is shown below.

N.B. The Empirasign Bid Collector is not a transaction engine, it is a data collection engine.

Empirasign never forgets and now neither will you. Any data collected via the Bid Collector feature will populate with normal search results, alongside our BWIC and Dealer Runs. After all, what good is all this information if it is not readily available when and where you (and your team) need it? Which brings us to our next point.

Share the Data

All the data you or your colleagues collect via Bid Collector or Empirasign MyData (refresher below) can be shared at your discretion among your colleagues. Data sharing allows a whole team to amortize or allocate the tedious process of recording market observations. Example data sharing screenshot below.

Empirasign MyData

The Empirasign MyData feature has been around for over two years. The latest enhancement is any data uploaded is now shareable with all your colleagues.

With Empirasign MyData, we bring Excel data integration to every web client. Empirasign will auto-parse your spreadsheets to grab the relevant information and display it alongside any bond query you run on the Empirasign website. With MyData, every Empirasign user can easily surface and incorporate valuable data currently stored, and perhaps hidden, in Excel.

Example from Valuation Work:
Below is a screenshot of a fictional spreadsheet being used by a fictional client for internal valuation purposes. The example shows some data being maintained about a particular bond. After uploading this spreadsheet via the MyData page, every time the client searches for a bond on Empirasign their search results will encompass both Empirasign data and any matching bond from their spreadsheet(s).

Sample Search Results (MyData Circled in Red):

Get and stay ahead of the market with Empirasign's new CRM capabilities. Should you have any questions or would like a demonstration on how to best apply these features and functions to your regular business processes, please reach out to us:

+1 646-837-8848