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White Paper Description
Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects, institutions, syndicate partners, and other contacts, the right CRM system enables capital-markets firms to share intelligence, coordinate activities, and derive advantage from an integrated body of corporate knowledge and relationships.
Related Topic: Customer Relationship Management (CRM)
Related Industries: Information, Management of Companies and Enterprises, Management, Scientific, and Technical Consulting Services, Finance and Insurance, Funds, Trusts, and Other Financial Vehicles
Related Keywords: Pivotal CRM, client relationship management, regulatory compliance, investment banking, client intelligence, Pivotal, capital-markets firms, CRM, brokerage trade volume, deal management
Source: CDC Software
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