The Client Trading Activity system lets a salesperson create a list of contacts for easy management and access.
For each client you can include the following:
All contact details, including the institution name, accountancy currency, contact name, email and telephone number.
Information about any trades you have conducted with that client in the past. This includes the last date you did a deal with that client and/or when you last called them.
For each product individually (FX, IR, CM, EQ and CD) you can list:
All the underlyings in the past deals you have undertaken with this client, or those the client has expressed an interest in.
In FX this is the currency pair; in IR it is the currency; in CM it is the commodity class (e.g., base metals or residual fuel oil), not the actual commodity; in EQ it is the stock or index; in CD it is the issuer name.
Any extra notes and comments.
This information means you can easily see which products (and which assets within those products) each of your clients is interested in.
Subsequently, as well as letting you easily manage your list of contacts, this list in the Client Trading Activity system also forms the basis of the Who to Call? feature (see Working with the Who to Call Tool).
After accessing the Client Trading Activity system you must first create a contacts list. Once you have created a list, you can then carry out the following tasks:
Adding Contacts to the Client Trading Activity System
Editing an Existing Client in the Client Trading Activity System
Deleting an Existing Client from the Client Trading Activity System
Searching in the Client Trading Activity System
To access the Client Trading Activity system:
On the ribbon bar in the Sales tab click the Client Activity button.