Capital Markets


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

Understand influences on deals & decision-making

CRM for Capital Markets gives authorized users instant, at-a-glance insight into the complex network of stakeholders and relationships—owners, executives, shareholders, boards of directors, consultants, lawyers, and more—involved in a firm, deal, or syndicate.

Maintain profitable trade volume

CRM for Capital Markets offers comprehensive information about institutional client holdings, interests, and trades, allowing sales and trading to identify and target appropriate clients for trades faster and more effectively.

Effectively manage multi-step processes

Harness workflow tools that enable you to implement structured processes for completing activities according to managed timelines, enhancing collaboration and ensuring thoroughness and consistency.

Coordinate complex deal teams & multiple stakeholders

Enable investment bankers to maintain a comprehensive working-group list and share data on IPOs, M&As, and other deals between members for more effective collaboration.

Distribute research & information to the right parties

Leverage automatic notification of hot leads and new research according to preferences, enabling sales and trading to distribute information to the right clients more rapidly and easily.

Address compliance demands and ethical considerations

Easily to record and store all client interaction and related documentation directly within the client profile, creating a valuable audit trail. A built-in “ethical wall” ensures appropriate division between your corporate finance and sales/trading and research teams.

Key Features

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
Working-group lists
Road-show scheduling
Call reporting
Research products
Distribution & relationship management
Trade activity tracking
Power searches

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