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.