Professionals in institutional sales have always had to digest an array of information, from trading concepts to client data. The challenge has been finding the most efficient way to harness that information and use it to their advantage. In this Q&A, Tier1’s Account Manager Brian Bock, a former institutional equity salesperson at Deutsche Bank, provides his firsthand capital markets experience about how salespeople can address this issue by employing the proper CRM tools.
Corporate access used to be a three-way deal. Maybe it was an epiphany, or, more likely, it had something to do with MiFID II, but buy side corporate access practices are changing. Now, they are taking more control and going direct to the corporates. For as long as anyone can remember, brokerage firms and investment… Read more
For decades, the buy side relied heavily on the sell side for a variety of value-add services like corporate access. However, as a result of recent regulatory shifts and a greater emphasis on technology adoption among asset managers, this trend is evolving. In a recent Wall Street Journal article, Liz Hoffman and Geoffrey Rogow detailed… Read more
What’s in a brand? To me, the brand is the DNA of an organization. It’s the essence. A harmonious logo, a simple yet profound corporate message, and the intricacies that comprise a well-orchestrated brand can elicit feelings of both security and optimism that resonate across an industry. That’s what we set out to do when… Read more
Gone are the days when single software vendors sold to clients monolithic systems that do a little of everything but nothing really well – modularity is now the way forward. Clients across industries are demanding more functionality, more flexibility, and even more of a consistent user experience. This is especially prevalent in the financial services… Read more
During the “Future of buy-side and sell-side engagement” panel discussion we held last week in midtown Manhattan, RBC’s Global Head of Client Insight, Banking and Technology Kim Prado stated that buying fintech solutions should be the preferred method for any firm because “it makes no sense to reinvent the wheel.” An article from Traders Magazine describes… Read more
Global regulations, namely MiFID II has done much more than increase the value of compliance professionals and constrain the availability of a bank’s balance sheet. It’s changing the way the industry communicates and with it the fundamental nature of the relationships – starting with digital transformation. A growing need to create more efficient and timely… Read more