Put Kalo to work on your desk
Why attend these drop-in sessions?
01
Set proactive market alerts
Combine price targets and market interest into alerts, so you know when to contact a customer.
“Let me know when value reaches 50 and there is buy-side interest.”
“Alert me when live offers come in at or below my customers’ closing bids from yesterday. Prioritise who to call based on their recent buying activity, and show me the prices and sizes.”
02
Automate your daily reports
Generate ready-to-send curve reports, customer updates and morning briefings based on the latest trading and order activity.
“Generate daily curve report”
“Schedule a morning briefing on yesterday’s trades, orders and closing interest.”
03
Prioritise customer follow-ups
Prioritised customer follow-ups based on opportunities from yesterday’s trades and closing interest, and identify accounts that may need re-engaging.
“What’s changed in my customers trading over the last three months?”
“Who’s trading more with us this month – and who’s gone quiet?”
04
Analyse customer activity
Understand who’s trading what and how customer activity is changing. Ask questions and compare volumes – without searching and collating data from multiple sources.
“Who are my top five customers by traded volume, and what have they been buying and selling over the last three months?”
“Compare my top 20 traders’ month-to-date volumes with the equivalent period in each of the last three months. Who’s become more active, and who’s gone quiet?”
