Turn Your Morning Note into More Conversations
You use email daily; don’t let it be your blind spot. Make email your secret weapon to uncover insights into what matters most to your clients to build better relationships, have timely conversations, and uncover more opportunities.
Everything You Need Without The Clutter
Centrally Manage Your Distribution Lists
Manage and share lists in a central platform to enable better, smarter collaboration and seamless coverage.
Faster, Easier Sending
Send bulk, personalized 1:1 emails from any mail client, wherever you are with the confidence that they will reach your contacts quickly.
Track the Engagement that Matters
Get real-time engagement data that you can action on quickly. View engagement trends over time by contact, account or email.
Smarter Follow-Ups
More than analytics — we’re your action plan. Industry-leading accuracy means you can confidently use our insights to target follow-ups or optimize future content.
Make Email your Competitive Advantage
Actionable Insights for More Informed Client Service and Strategy
Don’t waste your clients’ time. Street Context provides real-time insights that make it easy to hit up clients when it’s timely and relevant, so you can make every conversation count.
- Know when someone previews vs. reads your email with reliable insights and no false positives.
- Use ‘Rare Activity’ alerts to hone in on an interest change or to get in front of that impossible-to-reach prospect.
- Track engagement shifts to predict deal activity or prevent client churn.
Teamwork Makes the Dream Work
Share insights so the right person can follow up with clients for the greatest impact.
- Share lists to manage subscriptions across the team. Send emails as the group or cover for someone when they're out of office.
- Track team performance with manager dashboards to make sure you never miss an opportunity.
- Know what the top clicked links are across the firm to track what’s trending in the industry.
Streamline Sending for Better Client Coverage
Discover the slickest way to send to and manage lists. Street Context delivers everything that you wish Outlook and CRMs would do.
- Add functionality without leaving Outlook — personalize at scale, segment follow-ups based on engagement, build distribution lists with no limit on size, and share lists.
- Log interaction data and update contacts automatically with seamless integrations. Reap the benefits without the manual upkeep.
- Send emails from any mail client on any device, no need to switch systems or interrupt workflows.
Effortless Contact & List Updates
Connections are everything. Cut stale contacts from your lists and CRMs with the click of a button.
- Get in-app alerts when a contact bounces from any email across your firm.
- Our team tracks inactive contacts and alerts you when they land, letting you update their info with just one click.
- Push updates to your CRM through integrations.
Insights
Actionable Insights for More Informed Client Service and Strategy
Don’t waste your clients’ time. Street Context provides real-time insights that make it easy to hit up clients when it’s timely and relevant, so you can make every conversation count.
- Know when someone previews vs. reads your email with reliable insights and no false positives.
- Use ‘Rare Activity’ alerts to hone in on an interest change or to get in front of that impossible-to-reach prospect.
- Track engagement shifts to predict deal activity or prevent client churn.
Collaboration
Teamwork Makes the Dream Work
Share insights so the right person can follow up with clients for the greatest impact.
- Share lists to manage subscriptions across the team. Send emails as the group or cover for someone when they're out of office.
- Track team performance with manager dashboards to make sure you never miss an opportunity.
- Know what the top clicked links are across the firm to track what’s trending in the industry.
Sending
Streamline Sending for Better Client Coverage
Discover the slickest way to send to and manage lists. Street Context delivers everything that you wish Outlook and CRMs would do.
- Add functionality without leaving Outlook — personalize at scale, segment follow-ups based on engagement, build distribution lists with no limit on size, and share lists.
- Log interaction data and update contacts automatically with seamless integrations. Reap the benefits without the manual upkeep.
- Send emails from any mail client on any device, no need to switch systems or interrupt workflows.
Contact Utility
Effortless Contact & List Updates
Connections are everything. Cut stale contacts from your lists and CRMs with the click of a button.
- Get in-app alerts when a contact bounces from any email across your firm.
- Our team tracks inactive contacts and alerts you when they land, letting you update their info with just one click.
- Push updates to your CRM through integrations.
Don't Just Take Our Word for it
150+ partners, from bulge brackets down, across every major asset.
“Since I started utilizing Street Context, I have noticed a meaningful uptick in client engagement and work efficiency. The service provides sales members with a view into what clients care about and are interested in. Street Context is a sell-siders steroid.”
Implementation Without Barriers
Concierge Services
Our account teams work with you to understand your business and unique systems. We run live setup and best practice sessions and provide ongoing 1:1 support.
API and CRM Integrations
Integrate seamlessly with any CRM or business intelligence tool to streamline workflows, automate data entry, and power your systems with structured client consumption data.
Data-Protection
Built for the most sophisticated banks and broker-dealers. We take security and compliance as seriously as you do, to meet even the most stringent requirements.
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