ANALEC: Helping Broker-Dealers and Banks Drive High Value Engagement with their Customers

The investment research and related client servicing business model is under structural pressure. Technology innovation and service level differentiation are integral to the success of Broker-Dealers and Investment Banks. With an intent to make them more competitive and productive and above all help them engage their clients in ways that lead to a longer lasting and profitable relationship, ANALEC was established. ANALEC is a leading financial technology company offering platforms and solutions in the investment research and related client servicing space, working with a range of brokerdealers and investment banks globally. The company combines deep domain knowledge of its client’s business and its ability to leverage the most appropriate technologies to design workflow and process automation and client servicing solutions, helping them to build more profitable and sustainable customer engagement while boosting their competitive position in the marketplace.

The inspiration behind ANALEC came from the core team’s own experience working in large investment banks and broker-dealers where process automation and intelligent workflow solutions were at best clunky and cost the banks millions of dollars to create and maintain. The company wished to address specific efficiency challenges in the areas of content authoring and publication, workflow compliance and content delivery in the investment research space and boosting customer service engagement levels via its cutting-edge CRM platform for capital markets. All of the above while ensuring a compelling total-cost-of-ownership argument on the technology spend.

ANALEC since its inception has built long lasting client relationships. Many of its customers have renewed their subscription contracts on the company’s platforms year after year, in some cases relationships spanning over 13 years.

One of the ingenious minds behind the inception of the company is Indy Sarker. As the Co-founder and CEO, Indy has been integrally involved from the very onset of the company. Indy spent over 12 years in capital markets (prior to ANALEC) and was an Institutional Investor (II) ranked analyst. Indy along with his colleague Colin Stone brought the fundamental building blocks of the business with Indy bringing the business domain knowledge of capital markets and Colin bringing the technical expertise to create world class software. ANALEC chose to build a technology center in India and over the years has built a global delivery model out of India office with Consultants and domain specialists based in the United States to cater to the US marketplace.

ANALEC’s proposition has been to build world class software platforms that addresses acute workflow and client servicing challenges at its customer organizations, while ensuring the data collected into the client servicing process drive insightful analytics to aid business decision-making around service levels and resource allocation.

Indy is supported closely by Colin Stone – CTO and Chief Product Architect – and Lalit Raj – Director of Client Engagement. Colin brings a deep understanding of the capital markets place. As a technology leader, Colin works closely with the customer base to ensure the company has a “solution” for most of their needs, pertaining to its area of involvement with its customer. In addition, Colin supports the internal product development and innovation roadmap at ANALEC, with the view to keep ANALEC’s capabilities cutting edge and contemporary always in the marketplace.

Lalit Raj has over 12 years at the firm and has built world class customer engagement capabilities across the ANALEC organization, as well as worked closely with the team on various client implementation mandates both in Asia Pacific as well as the United States. Lalit remains closely connected with each customer of ANALEC on an on-going basis, in order to ensure that the company has the best solution and engagement model in place for each client organization.

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