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Calamos: Ressources and tools - Coggle Diagram
Calamos: Ressources and tools
Bulk emails
fact sheet
from seismic will send the disclosure
blast through seismic
Daily emails
data science: real time report of each sale
umber in territory go up then track it to get compensated on it
morningstar report is the most important: ressource for when advisors ask
ranking on each year
have it on while on the phone
russel: reference index, small caps
Red zone updates are the competitor updates
Marketing emails
CETF
last for 2 years
renew licence
Weekly report
on fridays to hans and 4 people on the email chain
Glean
agent on left side screen: mattgpt
ask kauffman, cusick, jordan, tom leahy
Calls
Electronic and paper notes for the phone
Most talked about funds
CAIE CAIQ M&I and then private funds
M&I -qualified trade
Recording a call, email exchange
On daily trade page
Client position insights to know
Sales and activity center, per area, target list :question:
Learning about the funds
Notes he will send me, he got through training, calling on the funds ( talk about it more to learn more and the Portfolio managers talk about them as well)
Calamos website
Product section
tree of org on home page: associate center, ressources
Calamos website : white paper
SEISMIC
Fact sheets
Dynamics