Relate is a new world integrated research, sales and distribution platform for products and services distributed wholesale. Companies who use Relate are making a step change for the better in customer experience direct, in collaboration with their distribution partners and with our network of distributors. Using Relate’s research, analytics and sales relationship management tools, they are strengthening their relationship with stakeholders. They are showcasing their ESG advocacy with Relate research to support their efforts. Companies are moving on from low-fidelity broadcast engagement to a superior method that enables their teams to meet global, transact local using Relate.
Convenient, simple and secure.
Co-host meetings with your colleagues from the convenience of your home, office or a studio:
Inclusive meetings with pathways to advice and fulfilment.
Its what differentiates a meeting from a presentation. Management walks in to meet a customer or investor and at the start of the meeting asks how he or she can make best use of that person’s time. Our approach to stakeholder engagement works to give each stakeholder the same experience, providing a more efficient use of time and a better foundation for building trust.
Feedback and analytics that matter
Feedback received today is largely subjective or based on latent data that cannot be directly tied to any one meeting. Subjective material is open to manipulation and bias. Our analysis is a game changer, focusing on:
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Collaborate with your distribution partners
Your partners can co-brand the event and keep the identity of their stakeholders private. Its at no cost to them and has no impact on their IT infrastructure. Importantly you control access to the meeting, produce the meeting and benefit from the feedback and superior analytics.
Soon we will launch our meeting place where companies and fund managers can show their ESG advocacy by being accessible to customers, investors and advisors using an environmentally friendly forum. Membership is free for advisors and consumers to this simple-to-use meeting place.
Dedicated in-person support
While our solution is digital it remains personal. Each member of our support team has 10+ years of experience in asset management or distribution and reside in the major business centres of the world. We bring a global perspective to your engagement plans.
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