Refinitiv CRM Solutions
from LSEG Data & Analytics
Focuses on providing data-driven insights, customer management, and analytical tools for investment banks to manage client relationships and drive sales.
Category:
Investment Banking CRM
Specialized CRM systems designed for investment banking relationship management and deal tracking.
Analysis on right >
Investment Banking CRM analysis
Data Quality and Data Enrichment
(7 Yes /7 Known /10 Possible features)
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1. Change Log for Data Edits
Track all changes made to records for audit and rollback.
Full change log and record audit trail functions are listed for regulatory and internal audit.
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2. Master Data Management (MDM) Integration
Integration with bank’s central MDM systems.
Master Data Management (MDM) integration with bank systems is supported for enterprise clients.
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3. Automated Contact Validation
Verify validity of email and phone numbers automatically.
Automated email/phone validation is standard for compliance and outreach accuracy.
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4. Field Standardization Rules
Standardize company names, titles, and more.
No information available
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5. Bulk Data Update Tools
Update large sets of data in a controlled manner.
Bulk data update tools are included for administration and routine maintenance.
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6. Manual Data Review Workflows
Route incomplete/suspicious records for manual resolution.
No information available
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7. Data Completeness Scoring
Assess and score records for missing information.
No information available
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8. Data Enrichment Integration
Automatically supplement records with third-party data.
Third-party data enrichment (e.g. pitches, companies, people) available via Refinitiv and partners.
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9. Duplicate Record Detection and Merge
Identify and merge duplicate contacts, companies, and deals.
Duplicate record detection and merging functionality is highlighted in the product feature list.
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10. Automated Data Validation
Automated checks for required fields, data formats, and logic.
Data validation (required fields and data format checking) is built-in for quality control.
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Collaboration Tools
(5 Yes /5 Known /9 Possible features)
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Customization and Extensibility
(8 Yes /8 Known /10 Possible features)
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Mobile Access and Usability
(6 Yes /6 Known /9 Possible features)
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Reporting and Business Intelligence
(7 Yes /7 Known /10 Possible features)
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Compliance, Security and Audit Logging
(9 Yes /9 Known /10 Possible features)
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Integration Capabilities
(9 Yes /9 Known /10 Possible features)
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Task and Activity Management
(7 Yes /7 Known /10 Possible features)
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Deal and Pipeline Management
(10 Yes /10 Known /11 Possible features)
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Client and Contact Management
(12 Yes /12 Known /12 Possible features)
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User Management and Access Control
(7 Yes /7 Known /11 Possible features)
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Publicly available data.
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