Capital Markets

 

Helping capital markets firms succeed in the cloud

The fast-paced capital markets business requires tools that are powerful yet intuitive. Salesforce, with ease-of-use that rivals the most popular consumer Web sites, meets the industry’s exacting standards.

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Forex Capital Markets
Financial Services
 

Salesforce for Capital Markets

World-class investment banks and capital markets firms are adopting Salesforce to strengthen relationships with corporate clients and institutional investors. Market innovators like Prudential Financial have discovered that Salesforce is unmatched in terms of ease-of-use and integration capabilities. And Salesforce's cloud computing architecture ensures that all capital markets customers, from boutique firms to bulge-bracket banks, have access to this same set of rich functionality with no hardware or software to manage.

Product excellence that drives adoption

The fast-paced capital markets business requires tools that are powerful yet intuitive. Salesforce, with ease-of-use that rivals the most popular consumer Web sites, meets the industry's exacting standards. And since Salesforce is available online, offline, and via mobile devices, you have real-time access to client data from anywhere in the world, 24 hours a day. By exceeding user expectations, you can be confident that Salesforce will drive high rates of adoption, leading your firm to success.

A common platform for your critical services and systems

Salesforce.com provides an open platform for integrating mission-critical services and applications with your client data. With the AppExchange, you can plug in pre-integrated, add-on services to import global market data and breaking financial news directly into Salesforce. Or use the Force.com platform to integrate back-office systems, like billing and client reporting, in a matter of clicks. And with each new release of Salesforce—or when you upgrade to a new product edition—all of your integration and customization work is preserved automatically.

Balancing collaboration and compliance

Capital markets firms must share data to provide timely client service, while at the same time complying with stringent SEC and NASD requirements. With Salesforce, you can regulate data sharing between deal teams, trading desks, research analysts, and institutional sales reps. Salesforce also tracks historical activities associated with specific deals and clients. These features eliminate administrative overhead and enable your teams to focus on driving profitable business.

Salesforce.com's solution for venture capital

Salesforce.com's solution for venture capital helps VC firms manage their investment and fundraising processes, including evaluating and tracking investment opportunities, acquiring investment commitments from potential limited partners, issuing and collecting on capital calls, and generating and sending quarterly reports. Powerful built-in reports and dashboards present all of this data natively in Salesforce.