White Papers
Investment Bank Smoothes "Deal Flow" With Customer Relationship Management
Overview When it comes to winning and keeping corporate customers, the core assets of any investment bank are the personal connections of its executives and the collective wisdom gained through experience. Trust in individuals and a history of success inspires the confidence of CEOs and entrepreneurs seeking a financial partner that can raise the capital they need to grow. Using Pivotal Customer Relationship Management ("CRM") and Business applications, solutions engineered for the Microsoft Windows 2000 platform, Yorkton Securities Inc.'s ("Yorkton") teams of investment bankers are benefiting from a richer corporate memory, increased customer loyalty and improved revenue streams.
| Publisher | Microsoft | File Format | HTML |
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| Date Published | January 2007 | ||
| Format | Case Studies | ||
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