In a period of uncertainty, our customers demand stability and certainty. Currently facing one of the major social, economic, and health crises in history, the acceleration of digital transformation has been a major challenge for all businesses, ranging from investment banks to wealth management firms. In the financial services industry, the usually present contact has been replaced with conference calls and remote talks. This created a clear need for marketing communication tools and client relationship management software. CRM systems enable employees, such as investment bankers or sales
managers, to record client information, manage the sales cycle via sales pipeline, and generate client loyalty with a tailored investment rationale. Personalize the customer journey with automated workflows and inform your clients with pre-built email templates.