Backstop Home Base – Client Services
Whether you’re a Head of Business Development, Head of Investor Relations or a BD/IR team member, you’ll love the new, personalized Backstop Home Base. These client service insights will keep you up-to-date on:
- Team activities
- Correspondence with prospective investors and clients
- Opportunity pipeline insights
With all the client service management insights brought together on Backstop Home Base, you no longer have to navigate to different screens to search for the insights you want most. With less time spent finding data, you can spend more time reviewing and analyzing information – which is where your greatest value to your organization lies.
Backstop Home Base drag-and drop widgets are purpose-build for you and your team’s roles, including:
- Top Investor Interactions: Gain quick and easy visibility into which investors you or your team are speaking with at this moment.
- Recent and Upcoming Activity: Drill down into recent calls, meetings, and notes from fellow team members for greater collaboration.
- Opportunity Pipeline: Get a visual snapshot of your opportunity pipeline to identify bottlenecks and important next steps.
- Document Feed: Preview subscription documents instantly.
Backstop Home Base – Client Service sets you up for success with a single pane of glass for insights – right when you log in.