CORPORATE AND INVESTMENT BANKING FOR FINANCIAL SERVICES CLOUD
Salesforce, the global leader in CRM, today announced Corporate and Investment Banking for Financial Services Cloud, new technology to help bankers and deal teams deepen their relationships with clients, manage deal interactions on a single platform and compliantly collaborate and share sensitive information relevant to a deal.
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This new technology will help maximise banking efficiency and productivity by managing the entire transaction lifecycle and tracking customer interactions on a single platform that is accessible from anywhere.
With Salesforce's user-friendly tools, all types of transactions are now easier than ever: from mergers and acquisitions, capital raising, and corporate restructuring. They can even be automated. And with the power of Tableau CRM for Financial Services, bankers can use transaction analytics to optimise their pipeline and customer relationships with access to historical customer data, past presentations, and meeting notes - all in one place and on any device. For more information, check our AppExchange.
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25 Feb 2021