Delio’s private markets technology features integrated analytics and reporting tools that allow you to present consolidated portfolio views, understand client preferences, and engage with them more effectively.
Highly configurable analytics enable you to focus on the information that is most important to your organisation and help you to better understand your clients’ priorities, instigate more valuable commercial conversations, and strengthen your relationship with them.
Access key information from your platform in an instant. Insights on overall platform use, investor behaviour and deal engagement are easily accessible and can be presented graphically or as raw data for export and analysis in other applications. The information you need to help guide future client conversations and identify potential commercial opportunities has never been more readily available.
Choose from a range of display options to review information in the way that you need it. Filters allow you to drill into more granular detail, such as particular timeframes or user types, while all data can be exported for further analysis and reporting outside your platform.
Data is constantly collected across your platform to help you better understand your clients’ behaviour.
Gain insight into activity such as the times and days investors are logging in, which specific clients have viewed deals, and much more. All of this data can help you to strengthen your client engagement strategy and provide a level of personalised service that will set your firm apart.
Delio’s technology enables you to document each step taken with a client and schedule required actions so that everyone at your organisation has a holistic and transparent view of the relationship.
A fully audited timeline of conversations and actions reduces the potential for duplication of effort and miscommunication, while presenting a joined up approach to your clients.
Need support with your private markets offering? Challenge us to find a solution
Book a demo today to find out why many of the world’s most respected financial institutions, including the likes of Barclays, ING and Coutts, put their trust in us.