Relationship-driven sales is a human game, but it does not have to be a guessing game. We transform thousands of company relationships into extraordinary insights through relationship intelligence, empowering your teams to take winning actions, every time.
With tens of thousands of research interactions happening every day, how can you be sure that you are spending the right amount on your research and you are not operating with live MiFID II research inducement risks.
Our Research Intelligence Platform, Cortex, automatically captures millions of research interactions, so you don’t have to.
In our second month of usage one Account Manager closed more than 70,000 USD in business by using Relata data. The system allows you to quickly understand if a prospective client is losing interest and prompts your sales team to act, as well as showing you which leads have high levels of interest but haven’t yet been closed. Simply put, the ROI of Relata is unrivalled.
We are always looking for the best technology solutions that can deliver value to our business. We chose Relata because of its new automated approach to understanding client interactions and have been amazed by the insights it produces. Almost 10 x more client data captured than our traditional CRM workflows with zero disruption to any client facing staff, whilst delivering continuous insights to our sales and management teams. Both parts of the business win.
Their intelligence technology has provided Jupiter with an innovative data capture tool, a tool which has rapidly become an essential asset to the development of Jupiter’s BAU process. Our integration was quick, efficient and supported by consistent communication between senior FeedStock representatives and internal users. We were quickly able to derive meaningful insights from our myriad relationships and act on these swiftly, providing us with the opportunity to develop quick and measurable MI to display the business impact.
Lucas is the co-founder of Relata. Having been an analyst and fund manager at GAM, Rubicon and Fortress, Lucas brings buy-side expertise.
Charlie co-founded Relata with Lucas. With a background as a research analyst and broker, Charlie brings sales experience.
Rezso is a VC investor at Illuminate, a fund focused on enterprise fintech. He worked with startups and was a strategy consultant at McKinsey & Co.
Darren is a highly experienced investor and operator. He has been on the board of stock broker Peel Hunt since 2002. Previously Chief Executive of KBC Financial Products and Managing Director / Partner at DE Shaw & Co.
James has a D.Phil in Computational Neuroscience from the University of Oxford and is currently Technical Director for Google Cloud Platform’s Office of the CTO.
Pete has over 20 years’ experience in sales and business development and has lead the growth of multiple start-ups from Series A through to IPO. Currently NED of Kluster and a coach at Sales Impact Academy.
Formerly a partner at Marshall Wace Asset Management and an equity trader at Goldman Sachs, Wasim founded FWE Group in 2009.
A world renowned expert in data science and machine learning, Riccardo advises companies on numerical modelling and data management.
Charlie has spent his career in insurance across various sectors including reinsurance, specialty, wholesale, the Lloyd's market and carrier management. Working for a range of companies like Aon.