How to Convince Your Investment Bank to Invest in a New CRM

Guides and Reports

Sep 4, 2022

How to Convince Your Investment Bank to Invest in a New CRM

Whether you’re stuck with a CRM you don’t like, or worse, you still haven’t gotten one, this banker’s guide will take you through the most important ideas to consider in order to make a successful case for a new CRM.

MadeMarket Insights

By connecting the gaps in your existing technology to large business outcomes, demonstrating the way a new CRM can lead to increased deal flow, you can build a strong case around a new system that senior bankers will care about.

Rallying support from associates and analysts, by showing how a new CRM can dramatically improve their workflows, you can build a stronger case for change by demonstrating the internal demand for change.

Lastly, by keeping your IT department engaged from the start, you can give them the time they need to research and plan for a new CRM, ensuring they don’t create roadblocks to change when your firm is ready for it.

Ultimately, staying ahead in an increasingly fast-paced, tech-driven capital marketplace requires a commitment to innovation. Investing in a new CRM is about more than just an upgrade to your tools — it represents a fundamental shift towards a more agile, interconnected, and data-driven operating model.

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DOWNLOADABLE CONTENT

In this guide, we’ll show you how to engage and persuade the senior bankers who will make the decision to invest in a new CRM, the analysts and associates who will use it the most, and your IT department who will be in charge of managing it all.

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