Cut to the Chase - Orion Securities Breaks Through the Clutter with Research Information Tailored to Client Preferences
PUBLISHED BY: Salentica Systems, Inc.
With offices in Toronto, Calgary, Montreal, Vancouver and Chicago, Orion is a leading
independent dealer involved in several lines of business: institutional sales and trading, research, equity capital markets, investment banking and proprietary trading.
Orion’s older system for distribution was incapable of distributing by sector only, or following one company or one analyst, contributing to the information overload every portfolio manager encounters. The company needed a solution to integrate with their Microsoft Dynamics CRM system, which would deliver research faster to clients.
Orion’s older system for distribution was incapable of distributing by sector only, or following one company or one analyst, contributing to the information overload every portfolio manager encounters. The company needed a solution to integrate with their Microsoft Dynamics CRM system, which would deliver research faster to clients.
