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Building Relationship Capital: Client Relationship Management for the Capital Markets


Source: CDC Software


Document Type: 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.


Download <strong>Building Relationship Capital: Client Relationship Management for the Capital Markets</strong>
 

Comments:
Related Topics:  Customer Relationship Management (CRM)

 Related Industries:  Information, Finance and Insurance, Funds,  Trusts,  and Other Financial Vehicles, Management,  Scientific,  and Technical Consulting Services, Management of Companies and Enterprises

 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
Learn more about CDC Software


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