How FBN Securities leveled-up their corporate access offering with Axle

How FBN Securities leveled-up their corporate access offering with Axle

How FBN Securities leveled-up their corporate access offering with Axle

Greg Naso with Sam Shapiro on Feb 25th, 2025

Greg Naso with Sam Shapiro on Feb 25th, 2025

Axle, a NYC-based technology company, boosts productivity and efficiency in capital markets. Axle’s equities distribution platform streamlines the origination, distribution, and execution of corporate marketing events—from roadshows to conferences and beyond. 

Axle, a NYC-based technology company, boosts productivity and efficiency in capital markets. Axle’s equities distribution platform streamlines the origination, distribution, and execution of corporate marketing events—from roadshows to conferences and beyond. 

FBN Securities, Inc. (FBN), founded in 1983, is an independent broker-dealer and a member of FINRA and SIPC. The firm provides clients with a range of services, including a comprehensive corporate access program.

FBN Securities, Inc. (FBN), founded in 1983, is an independent broker-dealer and a member of FINRA and SIPC. The firm provides clients with a range of services, including a comprehensive corporate access program.

Today, we are featuring Greg Naso, a Partner at FBN, who leads the firm’s corporate access, capital introduction, and business development.

What made you decide to start using Axle now?

What made you decide to start using Axle now?

Axle reached out at the perfect time—we needed a more efficient event platform and were also evaluating a new CRM to support our expanding event schedule. Managing confirmations, calendar invites, and client communications manually had become overwhelming. 

Since becoming an Axle customer, what have you noticed?

Since becoming an Axle customer, what have you noticed?

Axle has made our corporate access process significantly more efficient, saving time and resources while allowing us to host more meetings and drive more revenue. Client engagement and attendance have surged, thanks to Axle’s seamless registration process. A single click, and clients have everything they need—making participation easier and more appealing. Axle’s cutting-edge technology and exceptional customer service completely transformed our process and enhanced the overall client experience.

How has it been engaging with clients through Axle?

How has it been engaging with clients through Axle?

By replacing manual processes with Axle’s technology, we’ve made it easier for clients to engage and consume our meetings. This has led to more scheduled meetings and more meaningful discussions that drive deeper long-term relationships.

What has Axle enabled that wasn’t possible before?

What has Axle enabled that wasn’t possible before?

Axle has elevated our firm. We’re saving time, running more events, and seeing a noticeable boost in client engagement. Not only was this not possible before, we couldn’t imagine it. Their commitment to innovation keeps us excited for what’s next.

There are several options out there - what would you say to someone choosing a corporate access platform today?

There are several options out there - what would you say to someone choosing a corporate access platform today?

Axle stands out as the premier choice among corporate access platforms. 

They are more agile, innovative, and dedicated to continuous improvement than any competitor in the market. 

Unlike other platforms that are slow-moving and resistant to change, Axle is committed to pushing the boundaries of technology and adapting to the evolving needs of its clients. 

Axle’s built-in customization ensures that every client gets a tailored experience, setting them apart from rigid, one-size-fits-all providers. Axle represents the future of corporate access, redefining industry standards with their forward-thinking approach and relentless commitment to excellence. 

How has working with Axle been different from other vendors?

How has working with Axle been different from other vendors?

Axle is, without a doubt, the best vendor we have worked with in the corporate access and CRM spaces. Their customer service far surpasses that of other providers, delivering prompt, effective, and on-demand support whenever needed. What truly sets them apart is their entrepreneurial mindset—an approach that aligns perfectly with our own firm’s values. 

They are not just a service provider; they are a dedicated partner, invested in our success and constantly striving to enhance their platform to meet our evolving needs. 

Working with a team that shares our passion for innovation, customer service, and excellence has made all the difference.

Interested in learning more?

Interested in learning more?

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