CRM for Capital Markets
In your industry, relationships mean everything, and sharing information across your firm is the key to collaborating and getting deals done. But due to the complex network of internal and external parties involved in deals, collaboration can be a challenge. On the equity sales side, your ability to leverage research and deep client knowledge are the drivers of trading volume.
CRM for Capital Markets is the only complete, comprehensive relationship management system tailored to meet the needs of both sides of your firm. The solution offers industry-specific functionality that enables investment bankers to better manage client opportunities and relationships. CRM for Capital Markets mirrors the business processes and data models used by firms like yours. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems.
CRM Benefits for Capital Markets
Tokara’s CRM consulting team is backed by their long track record of success in this industry, ensuring your solution delivers the power and flexibility you need to maintain competitive advantage in Capital Markets:Client profiles
Relationship, influence, & expense tracking
Opportunity & deal management
Mergers & acquisitions
Distribution & relationship management
Trade activity tracking
"There’s no question the Tokara team has solid expertise in Pivotal CRM – but the added component that makes working with them entirely different is that their expertise comes with a commitment to partner in whatever way is best for that client."− Ginelle Davidson, MIS Director, Kantar Retail
"Tokara provided a huge level of effort working with my team to help us deliver our upgrade to the business on-time, ahead of their end of year business activities."− C. Pierce, Principal Financial Group
"I have been extremely pleased with their quick response, quality service, and professionalism. These guys are super easy to work with and they really know their stuff. I strongly recommend Tokara Solutions."− Sandra Luckins, Harley-Davidson Financial Services