It’s no surprise that the total global spending on financial market data jumped to a record $33.2 billion in 2020, per a recent Burton Taylor report. As in any business landscape, data volumes are...
Turning Data into Actionable Insights
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Is Your Capital Markets CRM Configurable or Customizable?
Choosing the right approach impacts efficiency, productivity, and profitability. Nobody understands the relationship management and workflow needs of the capital market business better than the...
Capital Markets CRM: Why Ready-to-Go Beats Custom-Made
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...
The Return to Corporate Access
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...
A CRM 360-degree View for Actionable Insights
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...
Measuring Client Success in Sell-Side CRM: The Value of Five-Star Ratings
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,...
How the ‘R’ in CRM Delivers a 360-Degree View of Clients
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...
How Capital Markets CRM Mitigates Risk
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...
What’s Trending? The Value of Client Engagement
“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...
Investment Banking CRM’s Empower Banks in the IPO Process
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...