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Build Proprietary Knowledge

Without Axeom, keeping track of customer inquiries and bid lists is a highly manual process and information coming into the firm is disconnected. Axeom helps by connecting customer inquiries, bid lists and desk axes to trade and order history so that opportunities are not missed. Customer inquiries and bid lists are immediately routed to the right place and retained to build up institutional knowledge.

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Collecting, Organizing & Leveraging

  • Inquiries and bid lists are immediately routed to the right place for pricing
  • Information coming into the firm is organized and retained in a manner that is useful
  • Institutional knowledge is built up over time

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Sample Alert

From: [email protected]
To: [email protected]
Subject: Seller   BAC 2.5 '30   97.125   1500m

Inquiry Match
6/1/2014   Xios Financial   B   2000m   BAC 2.5 '30

Holders
Whittier Investments   3000m
Tully Financial   1500m

Questions?

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