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.
Abstract: In today’s marketplace, credit unions face competition from community banks, money center banks, thrifts, other credit unions, insurance and brokerage firms, and even large retailers that are expanding into banking services. With competition coming from every corner, credit unions must use technology to their advantage, since it represents a phenomenal opportunity to improve efficiencies, manage costs, and streamline operations.