Last month, I participated on a panel at the Unbundling Uncovered London 2022 event to discuss the key issues affecting the external research and data markets, and how research providers are being...
Blog
Client Satisfaction Metrics: Measuring Client Success
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,...
The Future of Equity Research and Data
Learn about recent trends to research and data in investment banking and capital markets, as well as the effects of the current regulatory environment on equity research.
Streamline Communication With Investment Banking and Capital Markets Clients for Productivity and Revenue Growth
Doug discusses how the seamless integration of Tier1’s advanced CRM tools with CIA Omnigage enables users to streamline communications with their capital markets clients, increase efficiency and...
A Collaborative CRM for Capital Markets
In the final installment of our three-part “Level Up your CRM” blog series, Michael Norris discusses how actionable CRM, purpose-built for capital markets, increases collaboration across the firm....
Extracting Value from Data with Analytical CRM for Capital Markets
In the second of our three-part “Level Up Your CRM” blog series, Michael Norris discusses how capital markets firms can turn their data into meaningful information and actionable insights that lead to revenue generation and business growth.
Operational CRM for Capital Markets: Building a Foundation for Growth
It’s a familiar conundrum: how do you meet the current needs of your business, anticipate what is needed for long-term success, and ensure your technology will enable, support, and boost future...
Turning Data into Actionable Insights
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...
CRM Configuration vs. Customization for Capital Markets and Investment Banking
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...
Custom-Made CRM or Ready-to-Use: Which is Best for Capital Markets?
In his latest blog, Manish Patel, Chief Operating Officer, CRM at Tier1 Financial Solutions, explains how modular capital markets-specific ready-to-use CRM accelerates time to market – and...