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Not Your Father's Rolodex, Part 1: An Overview of CRM for Institutional Securities FirmsPublished by: TowerGroup Published: Dec. 8, 2008 - 7 Pages Table of Contents
AbstractDeclining business conditions and upheaval in employment are making effective customer relationship management (CRM) in the securities industry more difficult now than at any time in this decade, yet more important.CRM applications must address the complexity of relationships that is unique among institutional securities firms and their clients and prospects. Among other key CRM functionality is pipeline reporting, integration with specialized external data, aggregation of internal data for client servicing, oversight of gift and entertainment programs, and event management tools. The landscape of CRM vendors serving the buy side and the sell side is crowded with niche providers and industry heavyweights competing to show industry expertise. TowerGroup anticipates that CRM application development will progress in eight key areas, including better dashboards and analytics, third-party application integration, smart phone interoperability, and elements of social networking from Web 2.0. Get Full Details About This Report >> |
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