The CLIENTSFirst Consulting 2024 CRM Survey found that while CRM is ... AI can change this equation by automating data capture, relationship intelligence and predictive analytics, ensuring that ...
Investment banking is relationship-driven, nonlinear, and long-term. Deals evolve unpredictably, with shifting strategies, multiple stakeholders, and overlapping mandates. To adapt, banks often hire ...
Investment banks have long struggled with CRM systems. Many firms turned to Salesforce and similar platforms, expecting to streamline dealmaking, improve data capture, and build institutional memory.
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