CRM for Capital Markets

Sugar is a complete CRM platform that collects every bit of critical information across sales, service and marketing. It easily integrates with any application. And Sugar gives you a personalized user experience that works seamlessly on the devices you use every day.

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Capital Markets

Sugar helps capital markets firms to deepen client relationships and drive sales of securitized products and services. By consolidating fragmented market information from a wide variety of internal and external data sources, Sugar enables you to react immediately to changing market conditions and tailor service to each client's needs. With relevant and timely information at your fingertips, you have the insight to develop trading ideas quickly and increase the volume of transactions and profits. Sugar helps you quickly distill key actionable insights from the deluge of data generated by newsfeeds, market updates, and internal research publications while facilitating high-velocity client communication through dynamic, intelligently prioritized call lists with streamlined data capture.

Sugar provides managers with strategic client insights including KPIs and SLAs, as well as service gap detection and growth opportunity identification. You can easily maintain and execute on key account plans by aligning the right resources to the client's needs Sugar is also designed to eliminate silos and facilitate collaboration across sales, trading and research while adhering to strict data visibility and transparency protocols, and ensuring a consistent client experience.

Sugar is based on open standards and integrates seamlessly with a variety of business systems and data sources (trading systems, technical analysis, charting platforms, etc.) to provide users with relevant and real-time information on market movements and trends.

Sugar’s Advanced Workflow engine allows you to easily model, automate, and monitor a wide range of business processes across front, middle, and back office— including conflict management, onboarding, and deal execution. Sugar’s easy-to-use visual interface gives you complete control over how you track the capture of information. Its flexible and granular security model ensures ongoing regulatory compliance in a rapidly changing environment.

Capital Markets CRM Dashboard

A Little Love From Our Customers

"No matter what we ask of Sugar, there is a way to do it."

Klaus Hoeling IT Group Director - Sennheiser

Sugar had the capabilities and features to check all the boxes that we required.

Jason Maher Vice President of Sales - Materion

"Sugar gives us those management tools to know what our clients want and where revenue potential exists."

Diego Yatchesen CIO - Puente Hermanos

"The standardization of information systems at the group level has optimized the TCO."

Yann Duchemin IT Director for Western Europe - Intrum Justitia

"Sugar has given us more quality time for sales."

Dimitris Melexopoulos Brokers & Non-Tied Agents Manager - Generali Hellas

"SugarCRM is generating the leads that sustain sales for our success."

Jose Carlos Nery CRM head - HPE AUTOMOTORES DO BRAZIL (formerly Mitsubishi)

"I've been blown away by the enthusiasm. The sales team sees this as a tool to grow their business."

Avi Bar National Sales Manager - American Specialties Inc

"Each step is taking us closer to our goal of creating an optimum straight through process."

Alison Clack Director of Business Transformation - Mazars

"Sugar has helped us vastly improve the customer experience."

Naomi Ward Chief Customer Officer - Citysprint