Expert Relationship Management Platform

First With Knowledge.


One Platform to Manage all of Your Expert Interactions

In today’s highly competitive investment environment, finding the right information, at the right time is one the most critical ingredients in creating portfolio or business growth. Increasingly, this means sourcing hard-to-find professionals who can provide you with just the right combination of insights and expertise to help you make the right business or investment decision.

To ensure a competitive advantage, many firms maintain their own database of Experts or engage Expert Networks. But managing all those professional connections can be complex, time-consuming and expensive. Especially while complying with data privacy, MiFid II and other regulations.

Coleman’s Expert Relationship Management (ERM) SaaS platform mitigates the current time consuming, manual processes and replaces them with a platform that consolidates all Expert relationships in one interface, whether they come from internal networks or third parties.

Peace of Mind

Best-in-class compliance tools mean you are able to easily implement and report on GDPR and internal compliance rules

Better Research Results

Advanced AI search capabilities help you quickly find Experts you are looking for so you don't need to comb through multiple databases

Time and Cost Efficiencies

Centralized platform enables you to manage all aspects of your Expert research data and workflows through a single, digitized dashboard


Coleman ERM Capabilities


Coleman ERM includes a dashboard on your entire universe of Experts. You can easily on-board new Experts through a self-registration page and Experts can maintain their profiles through the ERM portal. Your ability to quickly view previous projects and Expert interactions will save you time on new research engagements.


ERM consolidates Expert profiles submitted by vendors and your own internal network. A single dashboard of available Experts saves time previously spent sifting through and comparing multiple vendor emails and spreadsheets.


You will be able to find relevant Experts in your network through advanced search technology. This will also enable you to search project history to make a better and quicker match. You will also have the option of establishing filters to view only compliance-approved results.


You can easily create and distribute vetting surveys to Experts, and store and index vetting responses for future reference.


You can maintain GDPR compliance by programming compliance rules and questionnaires to ensure only approved interactions take place. You will also be able to silently monitor consultations that take place on the platform’s phone bridge. Finally, real-time reporting for Compliance Officers is available.


You can take the back-and-forth out of scheduling by automatically finding mutually convenient times for interactions.


Your Experts can easily create payment profiles and invoices are automatically populated with consultation time for accurate invoicing.


You have real-time visibility into current projects and the ability to report on interactions. You can also aggregate spending across all vendors.


A Flexible Platform to Adapt to Your Business Needs


Our modular APIs allow for easy integration with existing platforms of only the components you need

Salesforce & CRM

Salesforce Activity feed and Microsoft Dynamics CRM integration remove unnecessary data entry

Business Intelligence

Robust reporting API allows you to analyze and visualize your interactions data in your preferred BI tool

Single Sign-on

SSO capability allows easy access and automatic user provisioning

Data Security

We know your data is mission critical… so we
meet the highest security standards

Data Encryption

Industry standard technology ensures your data is totally secure

Access Controls

Only your firm has access to your private interactions

User Verification

Verified Contacts

Private Interactions

Coleman has no visibility into details of your interactions

Frequently Asked Questions

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