Akelon: Investor relationship management

Investor relationship management - the solution is intended for control automation by investor relations.

On August 14, 2014 the Akelon company announced a business solution exit "to Akelon: Investor relationship management" on the Microsoft Dynamics CRM platform. This solution optimizes processes of management of information on investors, the organizations of mailings, planning of actions and meetings, monitoring and control.

Possibilities of the solution allow to simplify significantly maintaining reference books of physical persons and legal entities, planning and accounting of actions and meetings and also performing mailings by e-mail. The solution has the flexible tools for analytics allowing to provide all necessary information on investor interactions in a convenient type.

Program screenshot

Solvable business challenges

Investor information management

• Collecting and storage of detailed information on the organizations and contact persons in uniform base;
• Planning and accounting of all investor interactions;
• Work through MS Outlook for synchronization of contacts, correspondence, meetings and tasks;
• Storage of history of investments;
• Flexible configuration of roles of security;
• Ample opportunities for search and information analysis.

Automation of mailings by e-mail

• Formation of static and dynamic mailing lists;
• Use of templates of e-mail;
• Sending the personified messages;
• The organization of fast mailings and mailings within the actions.

Planning and accounting of actions and meetings with investors

• Planning of actions and meetings, problem definition;
• Accounting of all interactions on actions;
• Fixing and processing of responses of investors;
• Accounting of results of meetings;
• Storage of history of actions and meetings.

Statistics and analytics

• Set of reports, including: rating of investors, overview of the investor, etc.;
• Panels of monitoring and the chart for the current monitoring and control.

Work with the solution

Investor information management The following information is visually provided in a card of the organization: general information about the organizations, contacts, the history of investments and meetings with investors, structure of the organization and also documents, actions, related to the investor, and records. From a card the list of the connected actions and meetings is available.

A system fixes and saves all investor interactions. For example, electronic correspondence through Microsoft Outlook automatically gets involved in an unpleasant incident of interactions.

The solution allows to arrange constantly arriving information on representatives of the company of the investor, including: personal and contact information, history of meetings and also connected records and actions. Besides, using the solution it is possible to trace the history of change of work locations of the contact person.

The solution supports a possibility of setup of different communications: the company company, family relations, holding structures and also to consider the persons having significant effect on decision making.

Automation of mailings by e-mail

The solution provides all necessary functionality for the organization of fast mailings for e-mail. For mailing can be used as the static lists created once and which are not changing further and dynamic which structure is updated automatically by the set criteria.

For personification of the message the different templates of e-mail allowing to substitute data of contact or the organization and also to attach any investments to the letter in the letter can be used.

The solution allows to work with one or several e-mail addresses, accepting and sending messages automatically. The accepted messages are processed depending on the configured logic, for example, get to uniform queue of processing or are transferred to work responsible for the organization or an action.

Planning and accounting of actions and meetings with investors

The solution allows to save detailed information on each action, including: general information, information on organizers and contacts and also history of meetings with investors and responses about an action.

Within planning and preparation of actions systems capabilities for setting and control of tasks, formation of lists and the organization of mailings are used. All responses are fixed, on their basis it is possible to plan meetings with investors.

In a card of a meeting with investors general information about a meeting, the list of participants and also responses is fixed, both from the company, and from the investor. If necessary different documents can be connected with a meeting.

Statistics and analytics

For the analysis of results of investor interaction reports on meetings and actions and also the reports allowing to make the rating of investors, to estimate and keep track of dynamics of change of number of actions are used.

Monitoring panels

Panels of monitoring allow to make deep job analysis with investors. For each chart there is an opportunity to browse records on the basis of which it is under construction and also to quickly construct the additional chart in other section.