White paper: Empowering Investment Bankers with Data Science
The investment banking industry is driven by customer relationships, which are highly dependent on having a contextual understanding of market developments, the deal cycle, client intent, and any past interactions. While the incredible growth of data supports this understanding, relationship management has not become easier as information resides in disparate data sources.
Technology advancements in the areas of artificial intelligence (AI), data science and cloud-based customer relationship management (CRM) platforms are paving the way to help bankers not only to have information at their fingertips but also recommend next best actions based on predictions drawn from the analysis of qualitative and quantitative data.
Successful investment bankers have always used the right tools and technologies at their disposal to make the right decisions related to their business, but they are still constrained by the amount of data they need to process to reach the right decisions. A CRM platform with built-in AI can help investment bankers service their clients and grow business in unique ways.
Data aggregation using AI technology built into the workflows can unify data from disparate internal and external data sources (e.g. social media, earnings call transcripts, emails, and call notes) in the CRM itself, making the CRM the system of Insight. The insights help bankers to get automatic recommendations on potential upsell, cross-sell, and to find new client opportunities.
Read this white paper, co-authored by Salesforce and Squirro, to learn how you can build the modern CRM system with built-in AI and machine learning (ML) to improve your client relationships and identify new clients and opportunities that otherwise would have been missed.
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