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Surveys & Self-certification system for enterprise subscriptions

Empower end users to self-certify that their current inventory is suitable for their requirements, and identify services they no longer need

Are you facing limited time and find it difficult to speak to all your users to understand their usage and satisfaction with their market data, research & other information services?

Optimize Spend* allows users to view their current costs, self-certify that their current inventory is suitable for their requirements, and identify services they no longer need. This saves you time and helps you to optimize your spend.

(*the best of FITS & INFOmatch combined into a best-of-breed solution with major enhancements)

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Be more informed than your vendors

Not enough time to speak to all of your users to identify cost savings? Going into renewal negotiations unsure of client satisfaction? Do your vendors seem to know more about your users than you do? Having to manually check — or no time to check — that your users have appropriate services for their needs?

These are common problems many financial institutions, law firms, and professional services firms have to deal with when it comes to managing their enterprise subscriptions. Adding self-certification and surveys to your spend management mix allow you to overcome these challenges.

Your free flyer: Certification & Surveys

Certification & Surveys
“TRG Screen’s Self-Certification functionality empowers our users to manage down their own spend”

Self-Certification system

Our spend management solution — Optimize Spend — incorporates self-certification & surveying functionality. Self-Certification empowers end users to critically deal with the market data products and other information services they use to do their job.

Self-Certification obliges end users to approve their own profile. End users are shown the market data products and subscription services they use together with associated cost for which they can expect to be charged.

Their subscription spend is compared to that of the cost center average. From there, end users have the possibility to request the cancellation of (too) expensive or unused products and services. Self-Certification makes end users more responsible and in the end more cost-conscious.

Ready to introduce self-certification & surveys to your organization?

Learn how self-certification & surveys optimize your spend.

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Surveys to understand user needs & satisfaction

Need a more accurate view of user satisfaction with a service whose contract is up for renewal? Want to focus on a department for cost savings or get targeted user feedback on a vendor? Optimize Spend Surveys enable automated polling of your user community to provide a more accurate understanding of how services are meeting actual user needs, and facilitate more informed negotiations and decision making.

Surveys-Optimize-Spend

 

Key takeaways

Optimize Spend empowers end users to critically deal with the market data products and other information services they use to do their job.

  • Allow end users to identify own cost savings
  • Poll product satisfaction with surveys
  • Enter vendor negotiations fully informed & empowered
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Get in touch

Optimize Spend serves several types of organizations and supports many departments. Whether you are an international investment bank or a smaller asset manager, a hedge fund or a broker, a data vendor sourcing market data, a professional service organization or a blue-chip company — Optimize Spend enables any firm to optimize their enterprise subscription spend.