Wellesley Hills Financial (“WHF”) is an investment bank providing M&A and financing services to the FinTech and SaaS industries. In response to a growing client base during the pandemic, the team sought to enhance its relationship management and CRM capabilities.

For WHF, the primary goal was employing a more robust CRM system that could efficiently denote which companies rolled into specific clients and which ones were off-limits.  

Download the case study to find out how Tier1’s capital-markets-focused CRM allowed WHF to minimize risk and streamline its path to growth.