With competition and dry powder more prevalent than ever, it’s critically important for professionals in the capital markets to keep their strategies close and their relationships closer. With DealCloud—the leading capital markets crm solution in multiple countries, including the United States, Germany, India , and more—it’s possible.
Because of the increasingly complex nature of these relationships, Rolodexes and spreadsheets are no longer the best tool for the job. DealCloud’s CRM platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence.
Leveraging a generic, industry-agnostic CRM system can become a roadblock to success in the increasingly competitive and crowded capital markets. DealCloud’s deal management and capital markets CRM technology empowers dealmakers to harness the cumulative intellectual capital of their people and processes. With DealCloud’s CRM for financial services, dealmakers get a single source of truth to help them manage relationships, execute deals, and easily connect with external solutions and third-party data providers such as PitchBook, FactSet, Preqin, and more. Using DealCloud’s marketing automation tool, Dispatch, and our third-party data tool, DataCortex, dealmakers can integrate email marketing analytics and third-party data to help them manage relationships and identify opportunities. To learn more about how DealCloud’s platform is more than just a CRM and can help firms stay competitive and achieve success, schedule a demo.