How to Convince Your Investment Bank to Invest in a New CRM

Whether you’re stuck with a CRM you don’t like, or worse, you still haven’t gotten one, this banker’s guide will take you through the most important ideas to consider in order to make a successful case for a new CRM.




  • By connecting the gaps in your existing technology to large business outcomes, demonstrating the way a new CRM can lead to increased deal flow, you can build a strong case around a new system that senior bankers will care about.  
  • Rallying support from associates and analysts, by showing how a new CRM can dramatically improve their workflows, you can build a stronger case for change by demonstrating the internal demand for change.
  • Lastly, by keeping your IT department engaged from the start, you can give them the time they need to research and plan for a new CRM, ensuring they don’t create roadblocks to change when your firm is ready for it.



Ultimately, staying ahead in an increasingly fast-paced, tech-driven capital marketplace requires a commitment to innovation. Investing in a new CRM is about more than just an upgrade to your tools — it represents a fundamental shift towards a more agile, interconnected, and data-driven operating model.

DOWNLOADABLE CONTENT

In this guide, we’ll show you how to engage and persuade the senior bankers who will make the decision to invest in a new CRM, the analysts and associates who will use it the most, and your IT department who will be in charge of managing it all.

Download Guide