Staying on top of your portfolio developments with ease through custom-set updates and industry-level views.
Targeted Solution Features
Channel Client Updates
Using APOLLO Channels, track client portfolios at the asset level or with thematic topics of interest to alert you of events taking place that may impact your client.
FinTech Studios can support your CRM workflow by connecting your client call notes with targeted AI based market intelligence. Always be ready to make a call or take a call knowing that you are current with what may be relevant to your client.
Apollo strives to help you filter out noise. Applying filters to eliminate or prioritize certain content will help you elevate ‘relevant’ news events and reduce big data noise.
Apollo widgets are customizable allowing you to create personalized Dashboard(s) to quickly surface meaningful content, market events, article velocity trends and market data relevant to your business
Direct Portfolio Insights, on Demand
Creating a Channel in Apollo with industry, company, and topic inputs begins to narrow your result set to specific targeted news. Keep you and your clients updated on the changing field as it develops.