The Pivotal Role of an Institutional Sales CRM

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.

Welcome. Meet Our Fresh, New Look.

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

The Defining Factor In The Evolving Buy-side and Sell-side Landscape

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

Digital Transformation of Buy-side and Sell-side Engagement

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