The total financial services CRM that matches & delivers products to client needs.
Invest in your business relationships
Spyder logs all your interactions with your clients so you can better track your relationships with them. Help your business identify which need more attention.
Ensure clients receive the products they want & identify new business opportunities
Spyder employs powerful alignment functionalities to ensure your clients have access to the products they want while identifying new product interests through trackable email links and access through a web portal.
“All of our fund management clients are unique. Without Spyder it would be impossible for us to address the complexity of their different research needs efficiently and commercially.”
—Richard Wallace, Vice Chairman
Aletheia Capital
“I have found Spyder to be a reliable and cost-effective system for distributing research.”
—Kevin S., Head of Production,
Major Chinese State Bank
Ask for a free demo and see how Spyder can help your business grow.
There’s no commitment, pressure, or obligation.