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Building Relationship Capital: Client Relationship Management for the Capital Markets

Source: Aptean
Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects, institutions, syndicate partners, and other contacts, the right CRM system enables capital-markets firms to share intelligence, coordinate activities, and derive advantage from an integrated body of corporate knowledge and relationships.


Featured publications:

Introduction to Customer Relationship Management
Source: Ziff Davis The time when a company decides to move to customer relationship management (CRM) tools marks their progress to professionalism and profit in multiple ways. This introduction to CRM provides guidelines for companies contemplating this critical step in their development. Read More...
TEC 2014 HCM Buyer’s Guide for Medium and Large Enterprises
Written By: Raluca Druta Published On: June 30 2014 How do you treat humans as capital? The concept of human capital depends on its two parts: what we understand by "human" and what defines something as "capital." The supporting technology then is a shape-giving agent to what human capital management (HCM) or human resources (HR) departments can become.

This buyer’s guide examines high-level features offered by HCM technology vendors. In addition, the guide looks at what to consider when deciding between full suite and best-of-breed software solutions and explores new niche-oriented technologies. You'll also find articles on contemporary leadership models, talent management versus workforce management, and the role of enterprise learning in a company’s growth. Read More...
Cliff Notes for the Resource Management MBA
Source: RTM Consulting Since human capital makes up the majority of costs for service providers, effective management of resources truly is the high water mark in the services industry. With a strategic focus on the right resource skills, training and availability, services organizations can improve project quality, timeliness, and cost-effectiveness while managing human capital and resource management more holistically. Download this white paper to learn more. Read More...


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Opportunity Gained: Hillview Capital Advisors Finds a Solutions That Works the Way They Do
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Source: TriNet Almost every business leader says that people are their most important asset, but few do anything about it. If you are going to take this principle seriously, then human capital planning is crucial. The 10 principles outlined in this white paper will help you establish a framework of policies, practices, and actions that guide your efforts to focus on your most important asset—your people. Read More...

 
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