Powerful Integrations Made Easy
Powerful Integrations Made Easy
Flexible Integration Options
Whether you’re a Bulge Bracket firm or regional powerhouse, there’s an integration path for you.
Our connectors and APIs give you optionality. We can get you started right away and scale to any level of enterprise support. This way, you maintain control and continuity while your CRM stays the source of truth.
Connect with Salesforce Out-of-the-Box
Setup basic integration in no time. It’s so easy even your Head of Sales can do it.
Require Something Custom? We Have an API for That.
Our flexible yet robust APIs give you complete integration control. No matter how unique or custom your set up is.
Don’t Miss Out On Millions Of Insights
Keep Contacts and Lists Clean
- Monitor your contact database and automatically clean-out stale contact
- Get curated contact updates so your teams maintain their relationships
Line-Up Client Data in your BI Tools
- Ingest real-time insights from email – your top client communication channel – for performance analysis and strategy
- Receive market-leading data accuracy from our algorithms and data curator
Line-Up Client Data in your BI Tools
- Ingest real-time insights from email – your top client communication channel – for performance analysis and strategy
- Receive market-leading data accuracy from our algorithms and data curator
Speed Up Deliverability of Market Moving Content
- Deliver research to clients’ inboxes (not spam folders) in under one-minute
- Suppress bounce-back emails to your Analysts
Everything Your Enterprise Needs
Activity Capture
Contact Updates
Contact Syncing
List Syncing
Engagement Reports
Team Management
Access Management
User Management
Coverage Rules
Opt-Out Management
Single Sign-On
Diagnostics & Logs
Everything Your Enterprise Needs
Activity Capture
Contact Updates
Contact Syncing
List Syncing
Engagement Reports
Team Management
Access Management
User Management
Coverage Rules
Opt-Out Management
Single Sign-On
Diagnostics & Logs
Industry-Grade Security & Compliance
SOC II Certified
GDPR Compliant
ISO 27001 Standards
It Can Be This Easy
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