CRM for Investment Banking

We have implemented a number of CRM solutions for Investment Banking firms that is based on the World's largest Commercial Open Source-based CRM solution, SugarCRM. We use our Hedron4 customisation to implement an effective Investment Banking add-on for SugarCRM to create the best possible CRM solution in the marketplace today.

Hedron4 for Investment Banking is ideal for Investment Banking companies, brokers and independents. Having the right information on hand helps you win new clients more easily. Customer Relationship Management (CRM) solutions allow you to focus on creating and retaining lasting relationships by profiling clients, automating sales and marketing processes, and generating better quality management reports.

Benefits of Hedron4 for Investment Banking

• Increase your marketing knowledge: Understand client needs better, know who your clients are. All customer information including preferences, transactions, holdings, and communications history are captured and managed within a single interface.
• Increase your client’s profitability: Increased client knowledge and preferences allows faster communication to your contacts enabling smarter, more profitable decision making.
• Automate Team- and Role-based Processes: Use extended functionality and features to associate permissions and access to critical data to specific members of your organisations, and automate sales processes within the system.
• Generate Executive Reports: Create custom reports, summarising sales and marketing activity based on the specific needs of your management team.
• Regulatory Compliance & Security: Ensure your organisation can maximise the sophistication by which it shares and manages client data, while complying with industry regulations and privacy legislation.
• Increase your profitability: Delivering a better and more profitable service for your clients will increase customer loyalty and the number of client transactions. By enhancing your reputation in the market place will help to attract new customers. Through attracting a regular supply of new customers and by having numerous loyal clients will significantly increase your company profits.

Find out more about the Hedron4 CRM solution for Investment Banking by scheduling a live demonstration for your company. Please call us on 0207 060 3579 and ask for Simon or Terry or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it