Download this map in high-resolution PDF >> Defining use cases and relevant vendors for the fast-moving topic of Investor Experience is challenging. While we do have criteria in place to determine positioning on the map, any omissions are likely unintentional...
CRM is the technological backbone for investor relations teams- but too often, it operates in isolation. To gain a real competitive edge, firms need to integrate their CRM into a broader data strategy. With public and market data sources becoming increasingly...
With fundraising continuing to challenge private market firms, enhancing the investor experience has emerged as an important differentiator. Currently, investors navigate a mixed landscape of operational processes that can impact their engagement and satisfaction...
