Deal-Flow Management How to Win More Deals and Ensure Their Successful Execution? Investment bankers frequently struggle with long work weeks lasting 80 to 100 hours. Additionally, they deal with ongoing regulatory obstacles, Read More » Siddharth Bhardwaj October 30, 2023
Deal-Flow Management Beyond Contact Management: Transform Your Investment Banking Franchise with the Right Customer Engagement Platform Investment Banking is a field with high stakes, where deal success rests on several factors, including technology. A contact management Read More » Siddharth Bhardwaj October 30, 2023
Customer Success/Engagement CRM Implementations – Debunking Common Myths The CRM platform for investment banks plays a pivotal role in managing and enhancing client interactions. Many investment banks have Read More » Siddharth Bhardwaj September 14, 2023