Investment Banking

Whether an investment banking institution is in the business of underwriting, originating and maintaining markets for clients issuing securities, providing advisory services, facilitating mergers or acting as principal in buying or selling securities, nothing is more important than building and maintaining a strong network of relationships.

Client relationships in investment banking are multi-dimensional and high-demand. Investment banks must deliver responsive client service across multiple communication channels and excel in key areas of customer relationship management (CRM). From client onboarding through delivery of exceptional customer service, CRM allows relationship managers to focus on clients rather than administrative tasks. Sophisticated CRMs that can accommodate a wide range of functionality are essential to manage and leverage investment banks’ customer relationships and key contacts.

CRM, Data Quality and eMarketing Solutions for Investment Banking Institutions

CLIENTSFirst Consulting helps investment banking entities succeed with CRM. The CLIENTSFirst team has more than 10 years’ experience delivering CRM consulting and contact data transformation services to leading organizations. We help organizations overcome the complexities of deploying and maintaining specialized CRM solutions to achieve their goals.

Our team delivers expert CRM consulting, data transformation and data management services and resources as well as email marketing services. We support our clients from CRM system selection and rollout through integrations with other systems and ongoing CRM training. Our Data Quality Solutions team provides a variety of contact data management services and resources—from contact database assessments and expert data cleansing services to outsourced data stewards. Our eMarketing team offers an array of services to manage vital communications with connections.

At CLIENTSFirst, we help investment banks apply CRM and technology to leverage data and people within their institutional networks, to effectively engage and generate revenue.