How to convince the boss it’s time for a new CRM

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Your firm has already sunk significant resources into its current financial services CRM system; making a case for abandoning that investment requires you to clearly demonstrate that the system’s limitations are creating sufficient missed opportunities to mandate change.


Being a change agent within a capital markets firm is no small task. Ours is a fast-paced, competitive industry with high stakes — and it’s notoriously change-adverse. If your firm needs a new CRM, someone has to lead the charge. While most of your competitors are still using decades-old software, upgrading your firm to a best-in-class CRM is the ticket to competitive advantage. When modern technology ensures full coverage across the firm’s ecosystem — along with a single source of truth that’s accessible firmwide — you, your colleagues, and decision makers all win.


Download our step-by-step guide to articulating a persuasive case when approaching top brass in financial services.


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Kari Lukovics

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