The Future Looks Clearer With SugarCRM

Capital markets firms need a platform that lets them focus on deepening client relationships and driving sales, not managing their CRM software. By consolidating fragmented market information from internal and external data sources, Sugar enables you to get ahead of changing market conditions, tailor services to each client’s needs, and ultimately let the platform do the work.

Achieve High Definition icon | Capital Markets CRM | SugarCRM

Achieve High-Definition

Give employees across departments access to a complete picture of each customer’s journey, without all the headaches and hassles that typically come with it.

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Get Personal

Engage clients with personalized messages based on life milestones, transaction histories, and more—while barely lifting a finger.

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All Aboard

Improve employee efficiency and increase client satisfaction by removing roadblocks with automated workflows and customer journey mapping.

Prospect Smarter & Faster icon | Capital Markets CRM | SugarCRM

Prospect Smarter & Easier

Quickly identify opportunities with intelligent sales systems that plan out employees’ days for you—feeling you up for more strategic activities.

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Quick Trades and Transactions

Sugar delivers the insight capital markets firms need to develop trading ideas quickly and increase the volume of transactions—removing all the data blind spots and adoption roadblocks along the way.

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Execute Account Plans Without Repetition

Get rid of the endless busy work your managers perform, and give them strategic client insights instead, including KPIs and SLAs, as well as service gap detection and growth opportunity identification. Sugar lets you easily maintain and execute on key account plans smartly and without wasted time.

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Integrate Your Tools

Easily model, automate, and monitor a wide range of business processes across your business—all in one system and with complete clarity. Sugar’s easy-to-use interface lets you make more data driven decisions, without making you dig for the data across multiple tools.

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

Mazars logo | Capital Markets CRM | SugarCRM