The unbundling of research is changing the landscape of how research providers are engaging with their buy-side counterparts. This is why we have launched our new Coleman Exchange platform, helping your firm manage all aspects of the life-cycle from marketing your expertise, scheduling and invoicing for interactions, through to managing entitlements and producing real-time reports.
Coleman Exchange is based on the proven technology platform used by Coleman Research to provide hundreds of thousands of Expert research interactions to buy-side and sell-side institutions.
Coleman Exchange saves times by automating the scheduling process – eliminating the back and forth
Advertise your research expertise to your buy-side clients - getting more interactions scheduled
Track the time spent with sell side analysts, experts, and corporate access professionals in one hub – helping you comply with MiFid II and other rules and regulations.
Promote your expertise and availability to existing clients and gain exposure to prospective clients
Easily schedule Analyst Access and meetings with the buy-side
Real-time reports mean you can track all of your calls and meetings – helping you to provide better information to your clients
Establish client-specific payment models for Analyst Access and meetings, so you can track subscription usage and revenue
Meets the audit and reporting requirements of your regulatory compliance program
Ensure analysts only interact with approved counterparts and determine who can view your content
Our clients place a lot of value in Analyst interactions, though it can be difficult to log and report on them. Coleman Exchange will allow us to easily market our Analyst's time to our clients and seamlessly track interactions with them. Our clients will love it too since booking a time is as easy as one click and provides them with objective reporting.
— Co-Director of U.S. Equity Research at Top 20 Sell-side institution
Our modular APIs allow for easy integration with existing platforms of only the components you need
Salesforce Activity feed and Microsoft Dynamics CRM integration remove unnecessary data entry (coming Q1 2019)
Robust reporting API allows you to analyze and visualize your interactions data in your preferred BI tool
SSO capability allows easy access and automatic user provisioning
Industry standard technology ensures your data is totally secure
Only your firm has access to your private interactions
Coleman has no visibility into details of your interactions