Abstract: 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.
PubDate: 3/28/2007 4:51:00 PM