Solutions for Distribution Teams
Purpose-built tools to align investment insights with sales efforts, helping distribution teams engage clients more effectively and stay ahead of market needs.
CRM Capabilities
Manage all client relationships and collaboration in one platform. Log and organise meeting notes, coordinate tasks, and streamline email outreach. Share insights across your team, search past interactions, and track responsibilities with clarity. Generate tailored reports using your data to support internal workflows, client communication, and regulatory needs.
Analytics
Uncover powerful insights with AI-driven analytics. Understand client priorities, recurring topics, and emerging themes across your data. Automatically generate responses, surface relevant research, and summarise findings to enhance internal alignment and external communication. Benefit from intelligent automation, integrated tools, and a platform that grows with your needs.
Ready to Elevate Your Distribution Strategy?
Join leading distribution teams using The Stream to deliver sharper insights, streamline communications, and drive stronger client relationships.