There is no cost to attend, but space is limited. Reserve your spot here. From compliance issues to increasing client demands, today’s investment firms face tough challenges. But, there are …
Posts Tagged ‘CRM for Investment Banks’
Improve Investment Banking Deal Sourcing Efficiency and Execution with Microsoft CRM
With the ever-increasing wave of regulation facing Investment Banks, many are looking to restructure their practices to become more lean, agile, and capital-conscious. As compliance and regulatory costs rise, the …
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Investment Banking: Making Connections in CRM 2011 with Dialogs
Up until recently my favorite feature of CRM 2011 was Connections. Thanks in part to blogs like this one from our own Joel Lindstrom and some experimenting another feature has …
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Customer Effective: FinServ and Microsoft Dynamics CRM - A Growth Platform for Investment Banks
Despite the widespread interest and anticipation of the high-profile Facebook IPO, investment banking revenues have recently been declining. Fees from underwriting, capital raising, trading activity, mergers and acquisitions, corporate reorganizations, …
