Services

Expert Relationship Management Platform

OVERVIEW

One Platform to Manage all of Your Expert Interactions

In today’s highly competitive investment environment, finding the right information, at the right time is one the most critical ingredients in creating portfolio or business growth. Increasingly, this means sourcing hard-to-find professionals who can provide you with just the right combination of insights and expertise to help you make the right business or investment decision.

To ensure a competitive advantage, many firms maintain their own database of Experts or engage Expert Networks. But managing all those professional connections can be complex, time-consuming and expensive. Especially while complying with data privacy, MiFid II and other regulations.

Coleman's Expert Relationship Management (ERM) platform provides you with a single dashboard to manage and maintain your network of Experts - leaving you to spend more time on analyzing and adding value to your research.

Peace of Mind

Best-in-class compliance tools mean you are able to easily implement and report on GDPR and internal compliance rules

Better Research Results

Advanced AI search capabilities help you quickly find Experts you are looking for so you don't need to comb through multiple databases

Time and Cost Efficiencies

Centralized platform enables you to manage all aspects of your Expert interactions through a single dashboard

Capabilities

Coleman ERM Capabilities

Manage

Easily enter all your ongoing research projects in a centralized database

Aggregate

Aggregate Expert profiles submitted by Expert Networks and your own internal network

Search

Find relevant Experts in your network through advanced search

Vet

Vet and pre-approve Experts for projects to ensure they are the right match

Compliance

Maintain internal compliance during interactions and adhere with data privacy regulations

Schedule

Take the back-and-forth out of scheduling by automatically finding mutually convenient times for interactions

Payment

Easily pay Experts directly for interactions

Report

Comprehensive reporting for compliance, analytics, and cost management

Integrations

A Flexible Platform to Adapt to Your Business Needs

REST APIs

Our modular APIs allow for easy integration with existing platforms of only the components you need

Salesforce & CRM

Salesforce Activity feed and Microsoft Dynamics CRM integration remove unnecessary data entry

Business Intelligence

Robust reporting API allows you to analyze and visualize your interactions data in your preferred BI tool

Single Sign-on

SSO capability allows easy access and automatic user provisioning

Data Security

We know your data is mission critical… so we
meet the highest security standards

Data Encryption

Industry standard technology ensures your data is totally secure

Access Controls

Only your firm has access to your private interactions

User Verification

Verified Contacts

Private Interactions

Coleman has no visibility into details of your interactions

Frequently Asked Questions

Get Your Questions Answered

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Stay ahead of the always-changing information economy

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Manage

Easily enter all your ongoing research projects in a centralized database

Aggregate

Aggregate Expert profiles submitted by Expert Networks and your own internal network

Search

Find relevant Experts in your network through advanced search

Vet

Vet and pre-approve Experts for projects to ensure they are the right match