Capital Markets

An Integrated, On-Demand Desktop

World-class investment banks and capital markets firms are adopting Salesforce to strengthen relationships with corporate clients and institutional investors. Market innovators like  Daiwa Securities have discovered that Salesforce’s on-demand, open platform is unmatched in terms of ease-of-use and integration capabilities. And Salesforce’s multitenant 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.

NEW: Salesforce for Venture Capital

Salesforce 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.  Sign up for a free 30-day trial.

The Award Winner in Capital Markets

Salesforce.com was recognized as the leading CRM technology provider for capital markets by Securities Industry News and IDC Financial Insights in October 2007. Based on a survey of 17,000 executives in the investment banking, investment management, wealth management, brokerage, and banking industries, this prestigious ranking names salesforce.com among the companies with the most actual usage and market presence in the industry.

On-Demand CRM for Capital Markets

  • Award-winning ease-of-use that drives adoption and business success
  • Industry-leading on-demand CRM solution to manage capital markets teams and client data
  • Pre-integrated, add-on capital markets applications available via the AppExchange 
  • The Force.com platform to meet even the most extensive customization and integration requirements

Product Excellence that Drives Adoption

The fast-paced capital markets business requires tools that are powerful yet intuitive. The award-winning Salesforce application, with ease-of-use that rivals the most popular consumer Web sites, meets this 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 CRM success.

 

A Common Platform for Your Critical Services and Systems

Salesforce.com provides an open, on-demand 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.