Current Challenges and Opportunities in Client Management for Institutional Brokers: Communication, Compliance, and Delivering Value

Institutional dealers and brokers that deliver meaningful research information in an easily useable format are better able to cut through the information clutter that their clients face and build strong client relationships in the market. With the right technology, these enlightened institutional brokers can track and report on client activity, thereby improving their own sales and marketing efforts, while helping their clients identify and measure the value of non-execution services, which may positively influence commission allocation.

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