Four Trends Driving CRM Success in Investment Banks

During this webinar, Customer Effective will provide an overview of our Investment Banking solution, and also show a demonstration of the product. Our Microsoft CRM for Investment Banking experts will discuss four trends they've seen make Investment Banks successful with CRM. Join us for an hour on Thursday, February 21 to discuss the following: 

  • Investment Banks are using CRM for more than just customer management:  Manage complex relationships between deals, buyers/sellers, investors, financial sponsors (PE firms), as well as internal deal teams and working groups.
  • A stronger focus on revenue growth is driving focus on client servicing systems:  You need a complete 360 degree view of your deals, buyers lists, investments, and practice area/industry/sector focus..
  • User Adoption is the key to success: And using familiar tools is the first step to quality user adoption.  Leverage your existing investment in Microsoft Office, including Outlook and SharePoint.
  • Mobility has changed how we operate:  Access and manage daily activities and interactions with clients and intermediaries via your smartphone or tablet device.


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