Author: Indy Sarker

CRM for Investment Banking: What should be on your wish list?
Post

CRM for Investment Banking: What should be on your wish list?

In the fast-paced and intricate world of investment banking, where superior client relationships drive financial transactions and deals, having robust technology to manage and streamline these workflows is crucial to commercial success. A CRM in this space ought to go well beyond what a traditional point-of-sale CRM offers. In this article, we explore how a...

Mastering 5 Prospecting Disciplines for Increased Deal Closures
Post

Mastering 5 Prospecting Disciplines for Increased Deal Closures

Every business must reflect hard on its sales process and within that its prospecting practices. Effective prospecting is perhaps one of the foundations of any successful B2B sales organization. In the world of financial markets, whether you are a salesperson in institutional stock broking, a M&A or Corporate Finance banker, a Wealth Advisor, or a...

How well do you manage and drive greater customer intelligence?
Post

How well do you manage and drive greater customer intelligence?

The digital world has redrawn the map when it comes to what constitutes customer intelligence. While digital footprints and user consumption behavior have come under intense analytical scrutiny over the years, some organizations are playing catch-up like never before on this front. Outdated methods of customer data storage and “analysis” are killing businesses, and the...

Stagflation Risk and Impact on M&A Deal Flow
Post

Stagflation Risk and Impact on M&A Deal Flow

There is widespread discussion around the world on the possibility of a severe economic contraction in 2023 across most of the developed world. This time round the severe economic contraction is coupled with record high inflation numbers. Yes, we are indeed living in a world of growing stagflation risk. The pandemic induced liquidity boost led...

Digitization and Customer Engagement – Is your business “future ready”?
Post

Digitization and Customer Engagement – Is your business “future ready”?

For businesses to stand the test of time and adapt to the disruptive force of technology and evolving customer demands, digital transformation has become a necessity. Embracing this transformation starts with digitization – a conscious and strategic shift. For organizations in the finance sector, this shift could bring increased savings, a more seamless customer experience,...

7 Things you wished you had known before making your CRM choice
Post

7 Things you wished you had known before making your CRM choice

Traditional client engagement and servicing models in the broker-dealer industry are increasingly under attack. Technology has a role to play to align broker-dealers more closely with their clients’ needs and aspirations. However, there is lot more to the challenge than merely implementing the right technology. It is well known that CRM initiatives have a high...

The “Unbundled” Model – As a broker-dealer is your CRM ready for the challenge?
Post

The “Unbundled” Model – As a broker-dealer is your CRM ready for the challenge?

Institutional stock brokers globally are facing significant business transformation pressures from the market place, driven by economics, technology and regulatory change. Their customers want more transparency in their commission payments (“unbundling”) while turning more selective in their service needs from broker-dealers. We believe a traditional CRM approach will fail to deliver the necessary results to...