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 are sourced from internal directories, or provided by third party research vendors.
Best-in-class compliance tools mean you are able to easily implement and report on GDPR and internal compliance rules
Advanced AI search capabilities help you quickly find Experts you are looking for so you don't need to comb through multiple databases
Centralized platform enables you to manage all aspects of your Expert research data and workflows through a single, digitized dashboard
Coleman ERM enables you to manage all your research projects more efficiently.
Easily on-board new Experts for projects through a self-registration page and give these proprietary Experts the ability to maintain their profiles through the ERM portal.
You can now retain knowledge for all current and former research projects and view your entire universe of Experts, previous projects, and Expert interactions through one centralized dashboard, which enables you to save time on new research engagements.
Coleman ERM automatically consolidates Expert profiles submitted by Expert Networks and your own internal network. A single dashboard of available Experts saves time previously spent siftings through and comparing multiple Expert Network vendor emails and spreadsheets.
Coleman ERM's enhanced search protocols result in better search results. Advanced AI search technology gives you the ability to conduct a search of Experts and project history to find relevant Experts in your network faster. You can also establish filters to view only compliance-approved results.
Coleman ERM enables you to easily create and distribute vetting surveys to qualify Experts. The platform allows you to store and index these vetting responses for future reference.
Coleman ERM enables you to enforce compliance by allowing you to program compliance rules and questionnaires to ensure only approved interactions take place, silently monitor consultations on the platform's phone bridge, and report on interactions. The platform also helps ensure data privacy requirements, such as GDPR, are met.
Coleman ERM helps you seamless scheduling interactions between your Analysts and external Experts by automatically finding mutually convenient times for parties and facilitating interactions on the platform’s phone bridge for easy tracking and reporting.
Coleman ERM enables you to facilitate Expert payments globally through Expert payment profiles, which are automatically populated with consultation time for accurate invoicing.
Coleman ERM reporting provides real-time visibility into current projects and the ability to utilize data, including Expert ratings, from past interactions on new engagements. It also enables you to aggregate spending across all networks.
Our modular APIs allow for easy integration with existing platforms of only the components you need
Salesforce Activity feed and Microsoft Dynamics CRM integration remove unnecessary data entry
Robust reporting API allows you to analyze and visualize your interactions data in your preferred BI tool
SSO capability allows easy access and automatic user provisioning
Industry standard technology ensures your data is totally secure
Only your firm has access to your private interactions
Coleman has no visibility into details of your interactions
ERM stands for Expert Relationship Management. ERM is similar to CRM, though instead of Client data, ERM allows you to consolidate and manage all of your Expert data in one place.
People willing to share their expertise can be sourced from a variety of locations, including internal employee directories, lead lists, Linkedin, or third-party research vendors, including expert networks, market research, and consulting firms.
Yes, we offer a white-label version of the service if you choose to use your own company branding in the software application.
All invitations and correspondence are stored as a unique proprietary data set for subscribers and their associated firms only. We offer multi-tenant and single-tenant solutions.
No. ERM is a SaaS solution with multi-tenant and single-tenant solutions.
Multiple departments in your organization can benefit from using ERM: Business analysts can easily manage multiple networks and associated workflows in one standardized software application. The Compliance department can monitor and report on data privacy and other rules and regulations, while Finance can better manage costs and payments processes.
ERM was built in response to client requests for help in managing their own internal experts as well as the need to consolidate data sourced from multiple expert networks. The ERM application is built from the knowledge that Coleman has developed in more than 16 years of delivering best-in-class Expert Network services to the world's leading investment management and consulting firms.