With competition fiercer than ever, it’s critically important for financial and professional services firms to keep their strategies close and their relationships closer. With DealCloud — the leading financial and professional services CRM solution in multiple countries, including the U.S., Germany, India , and more — it’s possible.
Because of the increasingly complex nature of these relationships, Rolodexes and spreadsheets are no longer the best tools 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 financial and professional services industry. DealCloud’s deal management CRM technology empowers dealmakers to harness the cumulative intellectual capital of their people and processes. With DealCloud’s CRM for financial and professional services , professionals 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.