{"id":6475,"date":"2021-02-15T06:53:29","date_gmt":"2021-02-14T22:53:29","guid":{"rendered":"https:\/\/www.indataipm.com\/?p=6475"},"modified":"2025-03-21T13:57:50","modified_gmt":"2025-03-21T21:57:50","slug":"automate-client-outreach-trade-feature","status":"publish","type":"post","link":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/","title":{"rendered":"The Trade: Automating Client Outreach"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;2\/3&#8243;][vc_column_text]INDATA\u2019s President and COO Dave Csiki discusses in The Trade News outlining how emerging technologies can provide a better solution for client outreach and reporting.<\/p>\n<p><span style=\"margin: 0px; color: #168ba6; font-family: 'Calibri',sans-serif; font-size: 11pt;\"><a style=\"color: #168ba6;\" href=\"https:\/\/www.thetradenews.com\/blog\/\">Read\u00a0the\u00a0Article Here<\/a><\/span>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243;]<div class=\"grve-element grve-image grve-align-center\" style=\"\"><img decoding=\"async\" width=\"300\" height=\"144\" src=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo-300x144.png\" class=\"attachment-medium size-medium\" alt=\"the trade\" srcset=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo-300x144.png 300w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo.png 624w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div>[\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column width=&#8221;2\/3&#8243;][vc_column_text]INDATA\u2019s President and COO Dave Csiki discusses in The Trade News outlining how emerging technologies can provide a better solution for client outreach and reporting. Read\u00a0the\u00a0Article Here[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243;][\/vc_column][\/vc_row]<\/p>\n","protected":false},"author":7,"featured_media":6391,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"image","meta":{"_acf_changed":false,"_stc_notifier_status":"sent","_stc_notifier_sent_time":"2021-07-13 04:27:04","_stc_notifier_request":false,"_stc_notifier_prevent":false,"_stc_subscriber_keywords":"","_stc_subscriber_search_areas":"","content-type":"","footnotes":""},"categories":[94,101],"tags":[159,152,65,83],"class_list":["post-6475","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-featured","category-in-the-media","tag-ai","tag-api","tag-big-data","tag-technology","post_format-post-format-image"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Trade: Automating Client Outreach | INDATA<\/title>\n<meta name=\"description\" content=\"INDATA&#039;s AI-powered solution can help you automate client outreach and trade feature, saving you time and improving efficiency.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Trade: Automating Client Outreach | INDATA\" \/>\n<meta property=\"og:description\" content=\"INDATA&#039;s AI-powered solution can help you automate client outreach and trade feature, saving you time and improving efficiency.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/\" \/>\n<meta property=\"og:site_name\" content=\"INDATA\" \/>\n<meta property=\"article:published_time\" content=\"2021-02-14T22:53:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-21T21:57:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo.png\" \/>\n\t<meta property=\"og:image:width\" content=\"624\" \/>\n\t<meta property=\"og:image:height\" content=\"300\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"David Csiki\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@indataipm\" \/>\n<meta name=\"twitter:site\" content=\"@indataipm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"David Csiki\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/\"},\"author\":{\"name\":\"David Csiki\",\"@id\":\"https:\/\/www.indataipm.com\/#\/schema\/person\/31ac2144f306e999a05ada27d5434beb\"},\"headline\":\"The Trade: Automating Client Outreach\",\"datePublished\":\"2021-02-14T22:53:29+00:00\",\"dateModified\":\"2025-03-21T21:57:50+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/\"},\"wordCount\":62,\"publisher\":{\"@id\":\"https:\/\/www.indataipm.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo.png\",\"keywords\":[\"AI\",\"API\",\"big data\",\"technology\"],\"articleSection\":[\"Featured\",\"In The Media\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/\",\"url\":\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/\",\"name\":\"The Trade: Automating Client Outreach | INDATA\",\"isPartOf\":{\"@id\":\"https:\/\/www.indataipm.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo.png\",\"datePublished\":\"2021-02-14T22:53:29+00:00\",\"dateModified\":\"2025-03-21T21:57:50+00:00\",\"description\":\"INDATA's AI-powered solution can help you automate client outreach and trade feature, saving you time and improving efficiency.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#primaryimage\",\"url\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo.png\",\"contentUrl\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo.png\",\"width\":624,\"height\":300,\"caption\":\"the trade\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.indataipm.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"The Trade: Automating Client Outreach\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.indataipm.com\/#website\",\"url\":\"https:\/\/www.indataipm.com\/\",\"name\":\"INDATA\",\"description\":\"iPM Intelligent Portfolio Management\",\"publisher\":{\"@id\":\"https:\/\/www.indataipm.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.indataipm.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.indataipm.com\/#organization\",\"name\":\"INDATA\",\"url\":\"https:\/\/www.indataipm.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.indataipm.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/08\/indata-ai-logo-sml.png\",\"contentUrl\":\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/08\/indata-ai-logo-sml.png\",\"width\":280,\"height\":51,\"caption\":\"INDATA\"},\"image\":{\"@id\":\"https:\/\/www.indataipm.com\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/x.com\/indataipm\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.indataipm.com\/#\/schema\/person\/31ac2144f306e999a05ada27d5434beb\",\"name\":\"David Csiki\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.indataipm.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/1257edd5d055e5cd9d3ceed07b6b48fd6a252570d3e5a987df87f403e2fb1a9e?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/1257edd5d055e5cd9d3ceed07b6b48fd6a252570d3e5a987df87f403e2fb1a9e?s=96&d=mm&r=g\",\"caption\":\"David Csiki\"},\"description\":\"David Csiki is the Managing Director and President of INDATA, a leading industry provider of software and services for buy-side firms including trade order management (OMS), compliance, portfolio accounting, and front-to-back office technology solutions. Prior to joining INDATA, Csiki was Manager of Marketing and Investor Relations at NYFIX, Inc. and was instrumental in developing the product concept and planning the successful launch of the company\u2019s flagship product, NYFIX, a FIX broker network.\",\"sameAs\":[\"https:\/\/www.linkedin.com\/in\/david-csiki-0a59799\"],\"url\":\"https:\/\/www.indataipm.com\/author\/csiki\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"The Trade: Automating Client Outreach | INDATA","description":"INDATA's AI-powered solution can help you automate client outreach and trade feature, saving you time and improving efficiency.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/","og_locale":"en_US","og_type":"article","og_title":"The Trade: Automating Client Outreach | INDATA","og_description":"INDATA's AI-powered solution can help you automate client outreach and trade feature, saving you time and improving efficiency.","og_url":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/","og_site_name":"INDATA","article_published_time":"2021-02-14T22:53:29+00:00","article_modified_time":"2025-03-21T21:57:50+00:00","og_image":[{"width":624,"height":300,"url":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo.png","type":"image\/png"}],"author":"David Csiki","twitter_card":"summary_large_image","twitter_creator":"@indataipm","twitter_site":"@indataipm","twitter_misc":{"Written by":"David Csiki"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#article","isPartOf":{"@id":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/"},"author":{"name":"David Csiki","@id":"https:\/\/www.indataipm.com\/#\/schema\/person\/31ac2144f306e999a05ada27d5434beb"},"headline":"The Trade: Automating Client Outreach","datePublished":"2021-02-14T22:53:29+00:00","dateModified":"2025-03-21T21:57:50+00:00","mainEntityOfPage":{"@id":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/"},"wordCount":62,"publisher":{"@id":"https:\/\/www.indataipm.com\/#organization"},"image":{"@id":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#primaryimage"},"thumbnailUrl":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo.png","keywords":["AI","API","big data","technology"],"articleSection":["Featured","In The Media"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/","url":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/","name":"The Trade: Automating Client Outreach | INDATA","isPartOf":{"@id":"https:\/\/www.indataipm.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#primaryimage"},"image":{"@id":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#primaryimage"},"thumbnailUrl":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo.png","datePublished":"2021-02-14T22:53:29+00:00","dateModified":"2025-03-21T21:57:50+00:00","description":"INDATA's AI-powered solution can help you automate client outreach and trade feature, saving you time and improving efficiency.","breadcrumb":{"@id":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#primaryimage","url":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo.png","contentUrl":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/05\/trade-logo.png","width":624,"height":300,"caption":"the trade"},{"@type":"BreadcrumbList","@id":"https:\/\/www.indataipm.com\/automate-client-outreach-trade-feature\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.indataipm.com\/"},{"@type":"ListItem","position":2,"name":"The Trade: Automating Client Outreach"}]},{"@type":"WebSite","@id":"https:\/\/www.indataipm.com\/#website","url":"https:\/\/www.indataipm.com\/","name":"INDATA","description":"iPM Intelligent Portfolio Management","publisher":{"@id":"https:\/\/www.indataipm.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.indataipm.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.indataipm.com\/#organization","name":"INDATA","url":"https:\/\/www.indataipm.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.indataipm.com\/#\/schema\/logo\/image\/","url":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/08\/indata-ai-logo-sml.png","contentUrl":"https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/08\/indata-ai-logo-sml.png","width":280,"height":51,"caption":"INDATA"},"image":{"@id":"https:\/\/www.indataipm.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/indataipm"]},{"@type":"Person","@id":"https:\/\/www.indataipm.com\/#\/schema\/person\/31ac2144f306e999a05ada27d5434beb","name":"David Csiki","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.indataipm.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/1257edd5d055e5cd9d3ceed07b6b48fd6a252570d3e5a987df87f403e2fb1a9e?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/1257edd5d055e5cd9d3ceed07b6b48fd6a252570d3e5a987df87f403e2fb1a9e?s=96&d=mm&r=g","caption":"David Csiki"},"description":"David Csiki is the Managing Director and President of INDATA, a leading industry provider of software and services for buy-side firms including trade order management (OMS), compliance, portfolio accounting, and front-to-back office technology solutions. Prior to joining INDATA, Csiki was Manager of Marketing and Investor Relations at NYFIX, Inc. and was instrumental in developing the product concept and planning the successful launch of the company\u2019s flagship product, NYFIX, a FIX broker network.","sameAs":["https:\/\/www.linkedin.com\/in\/david-csiki-0a59799"],"url":"https:\/\/www.indataipm.com\/author\/csiki\/"}]}},"_links":{"self":[{"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/posts\/6475","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/comments?post=6475"}],"version-history":[{"count":6,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/posts\/6475\/revisions"}],"predecessor-version":[{"id":6481,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/posts\/6475\/revisions\/6481"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/media\/6391"}],"wp:attachment":[{"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/media?parent=6475"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/categories?post=6475"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indataipm.com\/wp-json\/wp\/v2\/tags?post=6475"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}