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.
The Future of Equity Research and Data
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Blog
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...
The Return to Corporate Access
Corporate access is 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,...
A 360 View CRM 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...