ERS is not meant to be a silo. It sits alongside the systems a research sales desk already runs on: the inbox and calendar, IB chat, the CRM of record, and the platform research actually goes out through.
Bloomberg Chat
MessagingPipe morning call talking points into IB chat so they travel with how the desk already messages clients.
BlueMatrix
Research DistributionMatch this morning's call sheet against what research actually went out through the distribution platform.
Outlook & Calendar
Email & CalendarSync corporate access invites and follow-ups straight to the desk's inbox and calendar.
Salesforce
CRMKeep the account roster and engagement history in sync with the firm's system of record.
Slack
Desk AlertsPost the morning call sheet and event RSVP changes to a desk channel in real time.