As Capital Markets firms accelerate their digital transformation initiatives, one challenge continues to stand out: driving lasting CRM adoption across the organization. From front-office teams to senior leadership, seamless CRM integration is key to unlocking real business value—especially in a high-stakes, data-driven environment.
In our latest on-demand webinar below, executives from SS&C Tier1 offer a masterclass in transforming CRM usage into measurable business impact. With over 100 years of combined consulting experience—and deep Salesforce expertise—our leadership team shares the actionable strategies that top-performing firms are using today.
Featured Presenters:
- Doug Christensen, VP Capital Markets
- Ellina Cal, Director, Professional Services & Consulting
- Daniel Duran, Chief Revenue Officer
- Tony Villanti, Chief Customer Officer
Together, they break down the tactical and strategic moves that drive adoption, maximize ROI, and set Capital Markets firms up for long-term success.
Key Takeaways from the Webinar:
- Maximize Salesforce ROI by aligning workflows to real user behavior and front-office needs
- Streamline operations with CRM strategies tailored to Capital Markets use cases
- Build agile tech ecosystems that evolve alongside changing market conditions
- Leverage AI and analytics to deliver smarter insights and enhance relationship management
Whether your firm is just beginning its CRM journey or seeking to optimize existing platforms, this webinar delivers relevant, real-world strategies grounded in industry experience.
🎥 Ready to accelerate your CRM success? Watch the full webinar on demand.