Solutions for Distribution Teams
Purpose-built tools to align investment insights with sales efforts, helping distribution teams engage clients more effectively and stay ahead of market needs.
CRM Capabilities
Store all client meeting notes and fund updates in a centralised, searchable location. Enable seamless team collaboration by searching past interactions and coordinating outreach. Generate AI-driven, customisable reports for clients and regulators. Optimise task coordination with transparent oversight of responsibilities and deadlines to accelerate client engagement.
Analytics
Gain a holistic view of each customer with premium AI analytics that reveal evolving priorities and recurring discussion topics. Effortlessly upload RFP questions and leverage AI to generate answers based on past responses. Access AI-powered investment views and summaries from the research team to deliver sharper, client-ready content.
Accelerate Your Client Engagement
Join leading distribution teams using The Stream to deliver sharper insights, automate reporting, and drive business growth.