NSIGHT offers the most compelling combination of software and services for CRM in Institutional Financial Services. Our flagship product, iStar Workstation, is designed specifically for institutional finance. Our services are based on years of experience building and deploying CRM applications in institutional finance businesses.

The first truly collaborative client management platform EVER developed specifically for the institutional brokerage environment

Our flagship product, iStar Workstation, is an integrated suite of applications designed to streamline and automate ALL of the business process workflow, communication and client information management functions of sell-side institutional equity businesses.

iStar was designed around the workflows of institutional salespeople, sales traders and research analysts with the “real-time” nature of the business in mind. Client interactions are routed instantly to other interested parties, making all of them actionable.

iStar is the most compelling client management platform in the industry for institutional financial services.

• Generate More Opportunities - Whether you are looking for the other side of a cross or generating an interested parties list for a new idea, iStar puts the relevant information in front of you in real-time and on demand.
• Truly Know Your Client and What’s Important to Them - iStar puts comprehensive, in-depth information about your clients at your fingertips.
• Work Smarter - iStar's collaboration functions streamline the communication between research analysts, research salespeople and sales traders by making it simpler and faster for these groups to exchange relevant and actionable information.
• Flexibility - No two people work in the exact same way. iStar offers flexible ways for storing and accessing data, making it easy to become more productive.
• Increase Productivity during Critical Periods - The window between the morning research call and the market open is short. If salespeople or analysts are figuring out “who” to call, they’re not making the calls.
• Comprehensive Functionality designed to be Intuitive - iStar offers the most comprehensive and vertically focused set of functionality available in the marketplace today. Salespeople, sales traders and research analysts can do everything they need to do to manage their clients from one system.
• Leverage Client Information Across your Firm - Research analysts, salespeople and sales traders all service the SAME set of customers; they should all be looking at the SAME information. iStar provides a single, uniform data warehouse where all professionals can share the SAME client information and view EVERYTHING pertaining to the accounts they cover.
• Maximize Marketing Efforts and Conference Impact - Sell side firms differentiate themselves by providing deeper access to marquis analysts and covered company management. Managing the marketing process effectively is critical to maximizing analyst impact and valuable resources. iStar simplifies the complexities of scheduling all types of marketing events across multiple dates, cities and time zones.
• “Open” Data Architecture - NSIGHT knows that no two firms are alike. iStar was designed to integrate with any internal or third party data source, allowing you to leverage your existing investments.
• Industry-Leading Technology - iStar is built on the Microsoft .NET platform. Advanced features were built in to reduce your total cost of ownership (i.e. manage installs and updates, capture user activity, manage security, etc.).

• Comprehensive institutional brokerage functionality
• Database of detailed profiles on more than 11,500 institutions including 4,500+ hedge funds and 96,000+ contacts including comprehensive management company and fund level share ownership (provided by Georgeson Shareholder Analytics, an NSIGHT Alliance Partner)
• Automated calling through integration with TAPI, PBX Interface, or with the Instant Daytime Dialer service provided by Client Instant Access, an NSIGHT Alliance Partner
• Seamless integration with Blast Voice Mail systems
• Account Management
• Institutionally-focused Contact Management integrated with Microsoft Outlook
• Contact Activity Tracking / Contact Activity History
• Centralized Contact List Management
• Buy-Side Client Holdings / Interests Lists
• Integrated Institutional / Mutual Fund Holdings
• Online Trading & Commission History
• Contact Screening and Advanced Search capabilities
• Automated, prioritized call list generation
• Client research preferences / Integrated Client Distribution
• Integration with Research Production and Workflow systems
• Research distribution / blast-email
• Sales & Marketing Event Management with real-time scheduling
• Conference Planning & Management / One-on-One Meeting Scheduling
• Integration with PDA’s and wireless devices
• Management Reporting
• Built on the Microsoft .NET Platform

NSIGHT understands that a key component in the success of any CRM project is the implementation. NSIGHT's implementation services include CRM benefit studies and ROI calculations, defining business requirements; project management, data migration, data source integration, infrastructure design and integration, operations planning, delivery and post implementation support. NSIGHT employs a customer centric approach, working with our clients throughout the implementation.

NSIGHT provides implementation services on a fixed-price basis whenever possible. The full range of our implementation services includes:

NSIGHT will work with management and key leaders to identify and define overall goals and benefits. From these sessions, NSIGHT will define possible ROI scenarios and associated risks.

Clear and concise documented requirements are critical to a successful project. NSIGHT interviews key business management and employees to understand business objectives, requirements and project goals. The information from these sessions is critical to ensure that expectations are aligned with solutions.

Proper planning, tracking and communication during a project is key to success. NSIGHT uses industry standard best practices to ensure that projects are managed properly, formalizing accountability, financial tracking and information flow to help mitigate contingencies.

Data Migration is a key component to every enterprise level CRM project. Whether data is scattered in disparate applications or centralized in another CRM system, NSIGHT will define a data migration strategy early in the project cycle and execute that strategy if required.

NSIGHT understands that there is no "one size fits all" CRM solution. iStar Workstation has been architected to integrate easily with internal and external data sources including but not limited to:

• Trading Systems
• Commission Systems
• Internal Client Ranking processes
• Research origination and distribution

NSIGHT will analyze the infrastructure environment and policies of a client to identify any gaps between the requirements of iStar Workstation and the client's technology platforms. These gaps will be reviewed, prioritized and added to the goals of the implementation project.

The work surrounding the implementation of a CRM platform doesn't stop after the initial delivery. There are periodic operational duties required to maintain and software and hardware platform. NSIGHT will outline these requirements and review with the client's operational team.

NSIGHT's commitment to our customers does not end with the implementation. NSIGHT is committed to providing first class support throughout the delivery phase and beyond.