investment banking
Centralised CRM for Investment Banking
Become a preeminent investment partner and trusted advisor with an all-in-one CRM platform. Automate manual tasks, analyse customer transactions and build long-term relationships with SugarCRM.
Top CRM Features for Investment Firms
Investment bankers require a 360-degree view of all their clients and prospects in order to advise businesses on the best financial solutions. SugarCRM allows investment bankers to solve critical challenges more easily.
lead automation
Manage leads and build relationships
Investment bankers strive to build long-term relationships. With valuable customer insights and lead management tools, your investment team can offer tailor-made solutions whether it be for stock offerings, bonds or IPOs.
custom automations
Automate manual tasks and business processes
Time-consuming manual tasks are a thing of the past with SugarCRM. Integrate your calendar, documents and automate long-winded business processes to allow your employees to focus on generating leads and increasing revenue.
essential features
Complicated Transactions Made Easier
Helping clients navigate the complex world of finance while keeping business operations running smoothly is a challenge for all investment banks. Learn how a CRM system can help you manage every aspect of a firm.
- SugarCRM ensures your customer and company data is safe and secure.
- Stay GDPR compliant and protect personal data.
- Control access across departments and limit unauthorised access where necessary.
- Connect with third-party apps like Zendesk and QuickBooks to keep everything seamlessly connected.
- Integrate email calendars and documents to stay on track of tasks.
- Connect marketing automation platforms to engage new leads and retain existing customers.
- Sugar allows no-code customisation across fields, modules and dashboards.
- Configure your system to suit your business processes.
- Edit profiles, users and create custom reports.
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sugarcrm partners
Why Our Customers Love SugarCRM
As Elite SugarCRM partners, we are equipped with the knowledge to build your CRM platform based on your specific business needs.
We understand the complicated processes your company faces. enable.services can help plan and configure your custom system to manage everything from mergers, acquisitions, long-term clients and fresh, new leads.
Ben Kelly
Director
Matthew Whittaker
Studio & POS Manager
Ray Queeney
CRM Manager
Alex Williams
Operations Director
Rebecca Roberts
Operations Manager
Lasse Andre Nordgulen
CIO
