In his latest blog, Manish Patel, Chief Operating Officer, CRM at Tier1 Financial Solutions, explains how modular capital markets-specific CRM accelerates time to market – and value – for sell-side...
It’s back, but may not look like it used to: from fully tech-enabled to hybrid to in-person – or regional to intentionally limited attendee lists for crowd size control. Last month, I participated...
Regardless of organizational type, size or sector, all businesses and their employees rely on workflows. From securing the deal of the decade to processing the monthly payroll, workflows are created...
Caveat emptor – ”let the buyer beware” – is an age-old warning to consumers that not all sellers are to be trusted. It’s only natural that we rely on those closest to us – our families,...
When posed the question “How do you define the ‘R’ in CRM?”, almost two-thirds of respondents in a recent Tier1 poll said ‘Relationship’. This is hardly surprising, given CRM’s core role in keeping...
CRM is certainly not brain surgery, but it does play a critical role in empowering businesses to thrive by capitalizing on revenue-generating opportunities despite diminishing resources. And just as...
“Please like and subscribe and leave a comment below.” This call to action will be a familiar refrain to anyone who has spent any time on YouTube. For social media influencers, engagement is...
After years of investment enabling start-ups to grow while staying in private hands, the tide has turned and firms are now racing to go public. The trend, which includes billion-dollar fundraises by...
In HBO’s guilty pleasure drama “Industry,” Robert, the young equity sales associate, is standing up on RiF day to present to senior management of the fictional Pierpoint Bank. When asked “What is...
As the fuel that powers business, data is a highly prized commodity, with the need for access and control driving a wave of M&A activity among financial data providers. Data is a topic that has...