Learn how capital markets firms address the common challenges related to technology and are doing more with fewer resources. Efficiency is critical, and CRM software provides a platform for groups across the business to drive results with unified workflows and access to client data.

In this whitepaper, we discuss the three key differences between basic CRMs and those purpose-built for the workflow and security needs of capital markets professionals. Learn how institutional salespeople, research analysts, equity and bond traders, bankers and more.