The Investment Banking industry is driven by customer relationships, which are highly dependent on having a contextual understanding of market developments, the deal cycle, client intent and any past interactions. While the incredible growth of data supports this understanding, relationship management has not become easier as information resides in disparate data sources.

Technology advancements in the areas of Artificial Intelligence (AI), Data Science and cloud-based Customer Relationship Management (CRM) platforms are paving the way to help bankers not only to have information at their fingertips but also recommend next best actions based on predictions drawn from the analysis of qualitative and quantitative data.

Read this white paper, co-authored by Salesforce and Squirro, to learn how you can build the modern CRM system with built-in AI and Machine Learning to improve your client relationships and identify new clients and opportunities that otherwise would have been missed.