Orchid

Orchid is an institutional broking CRM that helps you and your teams
manage the entire client relationship on a intuitive, web-based platform
 In equity markets, every minute matters.

What matters most is your ability to get the best out

of that ‘one minute’.

Orchid is an institutional broking CRM that helps you and your teams manage entire client
relationship in an intuitive, web-based platform.
Build relationships, one conversation at a time
Key Features Include:

Sales & research team integration

4 Dynamically assign priority, based on events.
4 Teams know - whom to call, when to call and what to say.
4 Prioritize Research Analyst’s time, so they call your key clients before your competition does.
4 No more email exchanges, or dealing room task assignment - communicate through Orchid’s
powerful dashboards.

Knowledge base for client interactions

4 Stores entire client interaction history.
4 When key people migrate, they leave the knowledge behind.
4 Search and sort history of interactions, to understand your
clients better.

Measure your benefits

4 Track your relationship value against the time spend in calls, visits to focus on key clients.

Save time on interaction entry

4 Pre-filled templates generated by the system.
4 Updates on similar issues to multiple clients can be entered
on one screen saving precious time.

Single view of Client Relationship

Key Features:

4 Repository for client information, investment preferences

and strategies, sector interests, fund manager information and priorities
4 Track how well your top clients are serviced
4 Create and manage levels of service delivery, frequency of calls & visits for each client.
 Measure the value delivered
Enhance research products
4 Management can define research products - Quarterly reports, daily notes, monthly updates etc
and track the output daily

Completely Web based system

4 Created on Dot Net platform, can be accessed on web.
4 SQL server as the database.
4 Easy installation, maintain data on central server.
4 Advanced security and access rights.

Customized Email
4 Send customized emails to funds and clients.
4 Relevant information helps position your firm better.

Schedule Road Shows

4 Create and co-ordinate entire road show process.
4 Schedule client meetings, assign teams and distribute the schedule directly through the road
show module.

Objective performance evaluation

4 Feed back on research reports and client comments.
4 Track value delivered against client calls, visits & emails.

Orchid provides comprehensive relationship management ability and is tailored to specific

demands of global institutional broking industry.
Efficiency creates profit opportunities
For your Clients
4 Only relevant communication from your team.
4 Information is stored and preferences are known to your team.
4 Team member transition does not affect the relationship.

Head of Business
4 Evaluate people based on actual data (calls made, visits done)
and real value delivered.
4 Helps focus on top clients.
4 Comprehensive reports.
4 Knowledge base for client interactions and research reports.

Sales team
4 Know which clients have to be serviced on any given day.
4 Seamless coordination with research team.
4 Pass on client insights to entire team.
4 Manage accounts when other team members are on vacation.

Research team
4 Define various types of research reports and their due dates.
4 Update status of work online.
4 Know whom to call, when to call and entire interaction history.
4 Prioritize client calls based on value generated.

FOCUS on your top clients.

KNOW your relationship history on the desktop.
MEASURE the value generated for your clients.
Focus on clients, success will follow...
You have the best people..

Quality of your research and sales team, indeed, allows your business to deliver highest value to your
institutional customers.

Every day, your team members are connecting with several fund managers, understanding their
specific needs and being on the road to ensure your firm is out there!

For a team, so hard pressed for time, how much time are they spending on documenting the
knowledge they have gained from client interactions? Specifically, are your team members:

4 Sending emails to colleagues reminding them of calls to be made today.

4 Making phone calls every day to ensure that the research analyst
talks to the right set of fund managers. Today!
4 Documenting specific client needs.
4 Noting interactions in their diary, so that they can share with others during weekly meetings.

As a head of institutional equities business, you know your people are doing their job. But are
they...

4 Doing the right things at the right time ?

4 Making sure your top clients are serviced regularly ?
4 Sending your research to the relevant people ?
4 Conveying each other the relevant ideas, stories and client needs ?
 Religare Technova Limited is the holding company for the IT business of a large diversified

Indian transnational business Group. The group pursues aggressive business interests

globally in Financial Services (Religare Enterprises), Health Care (Fortis Healthcare), Wellness

(Religare Wellness – formerly Fortis Healthworld), Diagnostics (Super Religare Laboratories –

formerly SRL Ranbaxy) and Aviation and Travel (Religare Voyages).

The Religare Technova umbrella includes Religare Technova Global Solutions (formerly

Asian CERC Information Technology Ltd and Capital Market Solutions Pty Ltd), global leaders

in providing Enterprise Software Solutions to the Capital and Financial markets, Religare

Technova IT Services Limited, which provides Enterprise IT Solutions and Religare Technova

Business Intellect Ltd, which provides Knowledge Management Solutions.

Offices:

India Hong Kong Ho Chi Minh

255, First Floor, Okhla Phase III, Suite 4206, 42nd Floor, Tower One Lippo Centre, 37 Ton Duc Thang Street Ben Nghe Ward District
New Delhi-110 020 89 Queensway Hong Kong 01, 31/F Saigon Trade Centre, Ho Chi Minh City
Tel: 011-6621 0101 Tel: +852 2530 9915 Tel: +848 910 3903
Fax: +852 3521 0520 Fax: +848 910 3904

Melbourne Singapore London

Level 1, 55 Southbank Boulevard Level 18 Republic Plaza II, 9 Raffles Place, 27 Austin Friars London EC2N 2QP
Melbourne VIC 3006 Australia Singapore 048619 Tel: +44 20 7670 1740
Tel: +613 9674 9900 Tel: +65 6225 1852 Fax: +44 20 7670 1717
Fax: +613 9674 9904 Fax: +65 6823 6866

Sydney Kuala Lumpur Auckland

Level 21, 25 Bligh Street Suite 20-05, Level 20, Wisma MPL Jalan Raja Chu- Level 7, 214 Queen Street, Auckland
Sydney NSW 2000 Australia lan, 50200 Kuala Lumpur Tel: +649 309 3988
Tel: +613 9674 9900 Tel: +603 2031 6460 Fax: +649 309 6288
Fax: +612 9238 0668 Fax: +603 2031 3460

Hanoi
4-6F, Press Club Bld., 59A Ly Thai To Street,
Hoan Kiem District, Hanoi Vietnam
Tel: +844 934 4968
Fax: +844 934 4301