To improve customer service for its buy-side clients, Merrill Lynch has implemented a new e-mail management system that enables its investment banking sales staff to send customised and timely information to clients on a one-to-one basis, while avoiding e-mail and information overload.
Using the new software from point-to-point communications software provider Clovis, Merrill Lynch is able to send corporate bond market indices and prices directly to its clients’ desktops in Microsoft Outlook. The information is automatically filed into folders, merged and updated as new e-mails arrive. As a result, buy-side users can always have the latest market view at their fingertips. This data can also be linked directly to Excel so that new e-mails automatically update desktop spreadsheets.
