Relationship Intelligence

Relationship intelligence, built for capital markets

Client knowledge is scattered across inboxes, chat, and systems nobody updates. Float keeps every client, contact, and conversation current, linked to the trading activity behind it.

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Contact

  • Name and role
  • Email and chat handles
  • Meeting history

Organization

  • Organization name
  • Organization type
  • Region

Coverage

  • Coverage team
  • Products covered
  • Desk

Document

  • Document type
  • Governing agreement
  • Key terms

Legal entity

  • Legal name
  • LEI
  • Jurisdiction

Trade

  • Product
  • Economic terms
  • Status

Every relationship, in full context

Most relationship tools only see emails and meetings. Float also sees the quotes, trades, and documents behind each relationship, so every conversation starts from the full picture.

Clients

Every client, from the legal entity up

Model clients the way capital markets firms are organized, from parent groups to legal entities and accounts. Each one links to its quotes, trades, documents, and onboarding status, so coverage sees the whole relationship.

Contacts

Contacts that stay current

Contacts sync from email, calendar, and chat, and connect to the people already on the Float network. Roles, coverage, and reporting lines stay up to date without anyone re-keying them.

Meetings

Notes that write themselves

Sterling captures notes from meetings and calls, logs them to the right client and contacts, and pulls out follow-ups and trade ideas, so nothing discussed is lost after the call.

Collaboration

Shared coverage across desks

Sales, trading, and operations work from one view of each client, with shared notes, hand-offs, and projects, so every desk knows what the others have promised.

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Built for regulated relationships

Relationship data is one of your firm's most valuable assets. Float keeps it current, permissioned, and connected to the systems you already run.

Proactive and signal-driven

Sterling flags shifts in a client's activity, from falling quote volume to new contacts, and drafts the next step for your team to approve.

Open and integrated

Connects to email, calendar, Symphony, and Microsoft Teams, so relationship data stays in sync.

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Permissioned and barrier-aware

Single sign-on, information barriers, and role-based permissions control who sees each client, note, and conversation, with a complete audit trail.

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Searchable and cited

Ask Float AI about any client in plain language, from recent activity to open documents, and get answers that cite their sources.

Connected to every workflow

Relationship Intelligence draws on every Float product, so each client view shows what is actually happening with that client.

Quote automation

Every quote Sterling captures across chat and voice appears in the client's history.

Document Intelligence

Agreements, templates, and onboarding documents for each client, searchable in one place.

Confirmation and affirmation

Outstanding confirmations and open breaks for each client, visible before your next call.

The Float network

Counterparties already on Float connect directly, so contacts and shared work need no setup.

Know every client, completely

Bring client, contact, and meeting data into one place, connected to the trading activity behind every relationship.

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