skip to Main Content

Investment Banking

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, CRM data cleansing and data transformation 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 CRM 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.


The CLIENTSFirst Consulting team has decades of experience helping organizations succeed with CRM. Whether you are in the initial stages of CRM selection, leading a new CRM initiative or attempting to enhance the success of your current implementation, our CRM consulting solutions and services are designed to help you succeed.

Data Quality Solutions

Make no mistake: there is no “magic bullet” for data quality in terms of systems or technology.  Good data quality requires good people. Our trained team of US-based data quality professionals, CRM data stewards and data quality consultants can help you put a CRM data cleansing strategy and plan in place and execute it to help you improve data quality, while reducing costs – and headaches.


eMarketing is about more than just e-mail: it’s about automating communication processes to help enhance business development efforts and build lasting relationships with Clients. Our eMarketing consultants are familiar with all of the leading eMarketing and Marketing Automation software and systems. We can help you to choose the right technology, successfully implement and integrate the system and put processes in place to increase ROI and achieve eMarketing results.

Client Intelligence

In the competitive world of investment banking, a solid understanding of a client’s or prospect’s business and industry is essential to successful business development. For investment bankers, time is money, literally – and busy executives don’t always have the time to devote to the research and the thorough preparation it takes to gain a competitive edge. CLIENTSFirst’s Client Intelligence reports deliver the insights and information executives need to win new business, build relationships with existing clients and make informed decisions. Beyond providing critical information about companies and industries, we help to identify issues and challenges that represent new opportunities for business development.

WordPress Lightbox
Back To Top
×Close search