Drive fundraising, investor reporting, communications with stakeholders and deal workflows with Salesforce for capital markets.
We, like nobody else, know how sophisticated dealmaking in capital markets can be. From strict data governance and data hygiene to multifaceted sales cycles with many noughts, there are no second chances. Well, not when you’ve got a powerful Customer Relationship Management system.
A purpose-built CRM platform like Salesforce for capital markets can help you drill into each opportunity and learn what deal is most likely to close, who is best performing from your team, and what figures in ROI you should expect. The only challenge left is to choose a trustworthy partner who will breathe life into your Salesforce capital markets initiative.
Ascendix brings 10+ years of partnership with Salesforce coupled with our understanding of the challenges investors, traders, and bankers face, and this experience uniquely positions us to implement, migrate, customize, and develop the right apps and tools for capital markets rivals, like JLL and Colliers, to drive fundraising, track deals, and manage investor reporting.