Spyder is the total financial services CRM.

Get onboard with us today.

No more dealing with multiple systems, their APIs and high costs. Spyder provides all your financial business needs from interaction logging, product alignment & distribution, client web portal, campaign & roadshow management and much more.

CRM

It all starts with the CRM. Spyder contains all your clients, staff, products, roadshows and more. By centralizing it all on one platform, Spyder can provide incredible insights into how your business can grow.

Relationships

Develop and manage relationships with all of your clients. Spyder allows you to create different relationship types with a client, ensuring coverage is well maintained, and relevant stakeholders are alerted when something important happens.

Research Products

From creation, through approval workflow to distribution, Spyder keeps a comprehensive repository of all your research products, targetting the correct clients, ensuring smooth & simple access, and ensuring staff know who accessed what.

Interactions

Send emails, log calls, meetings, voicemails and more in a centralized platform to show how you engage with your clients. Simple tagging of products, campaigns, and more, create a multi-faceted view of your relationship with your clients.

Client Web Portal

Allow clients to browse your product library & videos with access control, registering for events, generate leads from sign-ups, and unsubscribed clicks on products that alert relevant staff.

Campaigns & Roadshows

Schedule and promote your campaigns & roadshows through the client web portal and email marketing, with quick, simple online event registration, participant approval, itinerary generation, Zoom integration, and more.

Top Support

You are not a support ticket to us. All support requests go direct to our staff to ensure we deal with any queries or issues you have.

Competitive Pricing

Spyder has a very competitive pricing model with no hidden costs that will save you money when compared to using similar systems.

Special Customizations

Spyder is highly configurable, but can easily be customized and enhanced to your specific requirements by our highly experienced team of developers with a fast turnaround rate to ensure we deliver when you need it most.

What Our Clients Are Saying

  • Kevin S., Head of Production, Major Chinese State Bank

    “

    I have found Spyder to be a reliable and cost-effective system for distributing research. Reports are sent to the right clients in a timely manner and we’ve never had a security issue.

    ”

  • Richard Wallace, Vice Chairman, Aletheia Capital

    “

    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.

    ”

Revenue comes from client engagement — and we’re here to help you engage more efficiently.

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Learn more about how Spyder can benefit you, your business and your client base.