Everything you need to grow your business
Nine integrated products working together. From CRM to AI-powered insights, Datazoic covers every aspect of your sell-side operations.
Personalized Email at Scale
Reach clients with targeted, personalized communications
Engagement Analytics
Track how clients interact with your content and research
Research Distribution Insights
Understand consumption patterns across channels
Real-Time Notifications
Stay informed with instant alerts on client activity
Interactive Analytics in CRM
User-specific dashboards embedded in your workflow
Platform Compatibility
Integrated with your existing CRM, email, collaboration tools, and mobile
All Products
CRM
Centralized Client Relationship Management
Prism helps sell-side capital markets firms manage client relationships, track engagement, and analyze business performance in one centralized platform.
Analytics
User-Specific Interactive Business Intelligence
Analytics gives every user a live, personalized, and drillable view of business performance — revenue by region, client, and product — built directly into Prism.
Blast
Personalized Email at Scale
Send personalized emails from Outlook or your mobile, while tracking every send back to Prism — keeping your distribution lists accurate and your readership data in sync with client records.
Deal Manager
Know Where Every Deal Stands — Always
Built around deal-specific workflows — giving investment banking teams full ownership and visibility, with clarity on where every deal stands and who owns the next step.
Event Manager
Plan, Manage and Track Your Events — All Within Your CRM
Purpose-built for capital markets events and investor meetings — conferences, roadshows, and everything in between.
Consumption Hub
Broker Vote Reporting, Simplified
Create and automate broker vote reports for Corpaxe, Dealogic, Bloomberg, Commcise, and others — with minimal manual work.
Pinsight
The Signal Behind Every Contact
Pinsight measures each contact's interest in a ticker — turning CRM data, readership, trade history, feedback, and holdings into ranked, actionable signals delivered right where decisions get made.
Enrich
Data-as-a-Service for a Clean, Accurate CRM
Bulk employment changes, email updates, and deactivations happen within the UI, while Enrich keeps every account, contact, and employee record aligned to a single source of truth.
Anywhere
Your CRM, Wherever You Are
Access Prism from your phone or directly inside the tools you already use — no switching apps. Search accounts, contacts, and tickers, log interactions, send research, and check revenue on the go.