Capital Markets: Intelligent Client Engagements at the Speed of the Market

Featured Speakers:

Valerie Monchi - Managing Director at Barclays

Mark Notten – CEO at Tier1CRM

Lauren Robbins - Global Head, Institutional Banking & Markets, Salesforce


In the age of the client, buy-side firms expect faster results and your teams need the tools to compete in crucial moments. Leading capital markets firms are investing in digital platforms that deliver innovation across their sales, trading and research teams. Join us on this live webcast to learn how you can use a Collaborative Relationship Hub that empowers your teams to:

• Leverage better client data and a unified view of the client to generate thoughtful insights

• Embed artificial intelligence to target and guide client interactions

• Enable effective collaboration amongst sales, trading and research across geographies and products

• Track and report on client activities, preferences, and interests to help satisfy regulatory requirements such as MiFID II


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