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Imagine a world where every salesperson knows exactly which of his customers would be interested in each of the trading desk's positions and client orders. Where traders never forget customer inquiries and everyone keeps track of every customer's holdings and recent trades. Where it takes seconds to create detailed, personalized sales messages tailored for even the most demanding clients. You can stop imagining. CodeStreet's Teamwork™ is here.
A Partner that Knows What You're Looking For
Teamwork aggregates all the information today's credit market participants need — but raw data alone doesn't help you make the right connections. That's why Teamwork also uses software algorithms to replicate and accelerate what good traders and salespeople have always done: synthesize available information into valuable trade ideas.
Customer inquiry management
Teamwork replaces scratch pads and human memory with an integrated system for entering, publishing, and tracking client inquires. Salespeople are newly empowered by the knowledge that their inquiries won't be ignored or forgotten.
Intelligent identification of trade opportunities
Teamwork continuously monitors inventory, client holdings, historical trades, and client inquiries to identify intersections likely to be trade opportunities. This means that traders and salespeople are instantly notified when their interests align. By recognizing such "matches," as well as more complex relationships between data sets, Teamwork delivers a steady stream of potential trades.
Cutting-edge Technology for the Real World
Typical desktop software provides little more than screens filled with numbers, forcing users to waste precious time extracting relevant information. Teamwork is different.
It tells you what you need to know, when you need to know it
Teamwork is a storehouse of information from which you can still always "pull" what you need. But unlike other systems, it also "pushes" important facts that tell you exactly where opportunities lie.
It understands what your customers want
With the advent of electronic execution, the phone-based sales process is, more than ever, about delivering unique value to buy-side clients. Teamwork's advanced filtering functions and Bloomberg integration give salespeople the ability to instantly generate messages targeted at the specific needs of individual customers.
It's on even when it's off
Even users who are not logged into Teamwork continue to receive messages alerting them to trade ideas. Teamwork ensures that all important information and ideas are communicated no matter what. With Teamwork, you are never out of the loop!
Key Features
Real-time trading desk inventory publishing system
Customized inventory list creation and distribution tools
Customer inquiry system
Real-time TRACE prints, including issuer yield curves
Customer portfolio system
Historical trade data extracted from Bloomberg TOMS
Matching engine between inventory, client holdings, inquiries, and historical trades
Automated messages with personalized trading opportunities
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Benefits
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Helps prioritize sales calls
Creates "smarter" salespeople
Improves client relationships
Improves institutional memory
Generates more trades
Increases profitability
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Technical Overview
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Java back-end with Microsoft .Net Framework user interface for a rich user experience
Robust, highly scaleable, and fast—designed to stand up under the most demanding conditions while deployed in multiple offices worldwide
Modular design enables easy integration with existing infrastructure
Customizable and extensible to accommodate additional business requirements
Available as a monthly hosted subscription service or deployed on your firm's hardware and local area network (LAN)
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To speak with someone about Teamwork, please contact
Barry Goldenberg at (646) 442-2845 or via email at sales@codestreet.com
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