Speakers
Chuck Guy
Managing Director
Dara Lane Capital
Michael Sand
Senior Demand Generation Manager
Affinity
Is your CRM losing you mandates? If your bank even has a CRM, it's probably clunky, hard to use, and, worst of all, reliant on manual updates by every user. See how to automate your CRM, extract useful intelligence, and get more mandates.Join us as we discuss the impact of an automated CRM that provides relationship intelligence on the dealmaking process.
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