# Datazoic

> Datazoic builds CRM, analytics and AI software for sell-side capital markets firms. Its Prism platform connects client interactions, research engagement, trading and revenue data, while products including Blast, PinSight and Donna help teams distribute research, prioritize outreach and manage coverage. The founder-funded company reports more than 1,500 active users.

- **Founded:** 2017
- **Headquarters:** New York, United States
- **Founders:** Suresh Balaraman (Founder & CEO)
- **Products:** Prism CRM, Analytics, Blast, Deal Manager, Event Manager
- **Notable:** Reports 1,500+ active users across multiple Wall Street sell-side firms., Reports 92% adoption; measurement method and comparison with its cited 30% industry baseline are not independently established., Reports a 60% reduction in manual reporting time; this is a vendor claim, not an independently audited result.

## Products & services

- **Prism CRM** — Connects client records, interactions, coverage activity, revenue and resource usage for sell-side firms.
- **Analytics** — Measures wallet share, client profitability and commission attribution using connected desk data; incorporates Coalition Greenwich benchmarks.
- **Blast** — Runs personalized institutional email distribution inside Outlook and connects readership signals to live CRM records.
- **Deal Manager** — Connects investment banking pipelines, banker coverage, fees, mandates and call reporting with existing CRM, email and licensed data sources.
- **Event Manager** — Manages corporate access events, investors, corporate guests, meeting slots and CRM activity logging.
- **Consumption Hub** — Syncs Prism activity into configurable broker vote reports for review, export and submission.
- **PinSight** — Uses CRM interactions, readership, trading, feedback and holdings to score ticker interest, profile contacts and send alerts.
- **Enrich** — Maintains CRM master data through bounce processing, employment changes and bulk record updates.
- **Prism Anywhere** — Provides mobile and embedded access to contacts, interaction logging, research distribution and revenue visibility.
- **Donna** — AI agent that monitors client books, prepares morning briefs, drafts personalized outreach and supports conversational queries under firm-defined controls.

## Achievements

- Reports 1,500+ active users across multiple Wall Street sell-side firms.
- Reports 92% adoption; measurement method and comparison with its cited 30% industry baseline are not independently established.
- Reports a 60% reduction in manual reporting time; this is a vendor claim, not an independently audited result.
- PRISM Analytics has a Microsoft Marketplace listing.
- Celebrated its fifth anniversary in 2022.

## Latest updates

- **2026-09** — Published “What AI-Native Means for Sell-Side Workflows” on September 16, defining live records, sell-side objects, event-driven actions and entitlements as evaluation criteria.
- **2026-10** — Published “Research Distribution and Readership: What the Signal Is Worth” on October 1.
- **2026-10** — Published “What the Corporate Access Workflow Actually Requires” on October 8.

## Links

- Website: https://datazoic.com/
- LinkedIn: https://www.linkedin.com/company/datazoic

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Profile page: https://yespress.io/datazoic
Published by YesPress — https://yespress.io
Last updated: 2026-10-25