a solution for your type of financial business
Cool Life CRM allows any firm to be as dynamic as the industries and markets they serve. Clients need accurate answers, assurance, and clarification to their urgent requirements. Investment Banking CRM solution from Cool Life CRM makes providing those answers possible and fast.
Investment banking, capital markets, private equity, family offices, valuation, or an broker-dealers use our Cool Life CRM solution that integrates a broad set of comprehensive functionality enabling quick, accurate responses driven from real-time data..
Utilizing cloud technology, Cool Life CRM securely delivers solutions on-demand, all the time, wherever your users work. Investment banks, private equity firms, valuation professionals will all gain a 360° view of all transactions and staff productivity, improving management control of all end-to-end processes including sales and reporting. With Cool Life CRM, client firms improve business performance by standardizing then automating complex workflows, streamlining operations and improving rates of return across single or multiple lines of business.
Immediate R.O.I. through increased productivity
Reduced IT expenses
Improved internal and external communications
Enhanced overall firm management control
Cool Life CRM will improve your knowledge of your process, giving insight into areas that need improvement and impact profitability.
Communicate with your clients using accurate reporting and clarification to their urgent requirements.
Reach your audience directly with a properly optimized website, Hoovers & LinkedIn connection, and a convertible call to action to use on whitepapers and published articles.
Streamline your workflow, utilizing project management and enabling accurate & profitable deliverables, while tracking time and billing embedded with intuitive functionality.
All of your relationships, referral history, communications, and notes show up in a single record view, which allows you to discover new opportunities.
Search and match qualified potential assets to complete transactions. Associate your prospects in the transaction interface and report the status of the clients engagement effeciantly.
Complete integration with all email types - Outlook, Gmail, etc. store seamlessly on contact. eMail with Mandrill Mail
Manage prospect to sale and ongoing relationship and transactions including project management.
Email communications, documents and notes attached with the client(s) record completing compliance.
It’s important to create an "enabling" environment for your employees to ensure they can perform at their best for your company as people are a key element of a successful business.
Characteristics, including pricing, packaging, sizing, market need, and targeting is a crucial blend of considerations when developing your product.
The final element is a company’s process, ensuring the production, marketing and delivery that will bring satisfied customers and any necessary follow up customer service.
If your company seems stuck and can't get to the level you'd like, take a look at the people, product and processes in place at your business. If all ingredients are well placed then the outcome should be a measurable profit.