Building Relationship Capital: Client Relationship Management for the Capital Markets
white paper
Current market trends in both investment banking and equity sales, trading, and research demand a rapid and sophisticated response, and capital-markets firms need to be able to keep pace. Without the proper technology bedrock—one that builds and capitalizes on the firm's full array of resources, including client intelligence and personal relationships—no capital-markets firm can act with the velocity required to be competitive in today's investment services environment.
This white paper describes how CRM technology enables capital-markets firms to share intelligence, coordinate activities, and derive optimal firm-wide advantage from an integrated body of corporate knowledge and relationships.
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