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....
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.
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...
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...
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...
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...