North American Investment Bank Picked InsightsCRM Investment Banking team to drive customer engagement

An investment bank with a significant presence in both Investment Banking and Institutional Broking. Their Corporate Finance and M&A group comprised of 45 professionals and their Institutional Broking across Research, Sales & Trading, involved a user base of 35 professionals. Both teams were on separate legacy CRMs that failed to address user level requirements adequately and over time led to low levels of engagement across teams. The process of logging activities in the legacy CRM was tedious and it delivered little in terms of intelligent knowledge management and proactive customer engagement. It offered limited integration possibilities with third-party systems and required significant fees (for incremental requests) for every minor request to the existing vendors.