Confirmit for Investment Banking
Understanding and Acting on Client's Attitudes

Industry Fact Sheet

In the trading environment, the phrase 'time is money' isn't cliché. A minute delay in access to research or a brief interruption can cost a few basis points in a trade, resulting in an enormous loss for your client.

So how can your account management team ensure that your company is delivering a sufficient quality of service to your clients so that they continue to transact with you? Given the tightness of the trading market, how can you ensure that you can corral word of mouth within your client and prospect base to assure growth of your business?

Bond salespeople, currency dealers and equities traders certainly have a baseline set of expectations. They're not shy about shopping around for more timely and accurate research, enhanced trading interfaces or better access to market data. And they will tell you if you ask, especially if you do it on their terms, and not take up too much of their time.

How do you get busy traders to talk to you so you can understand their issues?

Confirmit allows you to understand your clients' attitudes towards your business across the key "moments of truth" in their journey with your business.

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