Log Call Report While In Transit

USE CASE

The use case illustrates the value of a timely and effective use of Call Reports, made possible by Tier1 Mobile Now.

John Green, a top ranked Research Analyst at your firm, had lunch with a long-time associate, Amy Wolf, at Arrow Capital Management, one of the largest asset management firms in the world. John and Amy spent a good portion of the lunch meeting discussing the recently slumping performance of Foselfewl Energy Corp. (FEC) and when might the stock price bottom out. Amy agreed with John’s view that there was less than 5% downside left in FEC, based on the market price of FEC stock at the time and the overall health of the economy. Amy also mentioned that the Arrow Capital analysts she works with also thought things looked more positive for FEC in the next six months.

On John’s way back from lunch, while still in the taxi, he uses Tier1 Mobile Now to create a Call Report about the meeting, naming Amy as the Contact and Arrow Capital as the Account. He included detailed commentary about the conversation, mentioning Arrow Capital’s shared, optimistic views about FEC. John noted specifically Amy’s interest in FEC. After writing up the call report, John sent it out to his colleagues in sales, trading, and derivatives, who, as coverage partners, are all named in the Arrow Capital Account Call Report notification list.

Unknown to John, James Black, a senior salesperson on your firm’s equity derivatives desk, who was on the distribution list, had been working with his team just that morning on a structure for FEC. It turned out there is an investor who can sell short-dated calls to fund purchasing calls with expiries at 6, 9, and 12 months out. When James read John’s Call Report naming Amy from Arrow Capital as someone with an interest in FEC, he immediately called Carin White, the senior Salesperson on the Arrow Capital account team to tell her about the trade idea.

Carin, immediately contacted Amy at Arrow Capital and included James on the call. They discussed the trade idea with Amy, who looped in her trading desk. As a result, Arrow Capital decided to put on the trade in size. Thanks to John’s timely and effective use of Tier1 Mobile Now to create and send out a Call Report, your firm earned several hundred thousand dollars in revenue.

WORKFLOW

1. John opens his Tier1 Mobile Now app and taps + on his home page to create new call report.

2. He fills in all the required information on the details tab.

3. Next he adds all the attenedes who were at the meeting, Amy Wolf.

4. He then adds all the topics discussed, FEC.

5. The app automatically adds employee on coverage to the notification list, he reviews it and does not add any additional employees.

6. John taps save and selects save and email and the call report is saved and an email is sent to everyone on notification triggering timely actions and responses to the client meeting.