The Formula for CRM Success in 2025
13 February 2025 | 5pm to 9pm
Join operational experts in Private Equity as we discuss the latest innovations in technology supporting fundraising and investment, and how the leading firms are using them to get a competitive advantage.
Designed for COOs, CTOs, IR and investment teams in Private Equity, this event will help you maximize CRM value, drive firm-wide adoption, and future-proof your technology strategy.
Discover how to leverage data to unlock the full potential of AI, streamline your workflows, and stay ahead of emerging trends, so you can gain a decisive competitive edge.
Agenda:
- How to make CRM a help and not a hindrance for IR and investment teams?
- How are the leading firms getting the most out of CRM reporting and dashboards?
- How to make people at all levels of seniority want to use the system?
- What is the best way to combine CRM and multiple sources of market data to support your IR and investment teams?
- What are the upcoming trends and new technologies in 2025?
Given venue capacity limitations, all RSVPs must be approved to attend. For all approved attendees we will follow-up with building details and calendar invites. We look forward to seeing you!
Firms of confirmed attendees:
Speakers
The speakers of The Formula for CRM Success in 2025 offer extensive experience and insight, having implemented and used CRM technologies at scale.
Billy Dix
Associate Director
Holland Mountain
Ruth Eagle
Head of Origination
CBPE Capital
Peter Tucker
IT Managing Director
IK Partners
Chris Webb
VP, Financial Services
Intapp
Why attend this event?
Gain exclusive strategies from leading private equity operations executives to maximize your CRM’s value.
Stay ahead in 2025 by uncovering emerging CRM trends and innovations.
Connect with private equity peers, including CTOs, COOs, and senior leaders, to exchange real-world challenges and solutions.
Engage with experts from Holland Mountain and Intapp to explore best practices and actionable insights.
The Formula for CRM Success in 2025
13 February 2025 | 5:00 pm to 9:00 pm
Join us to discuss the trends and technologies shaping the future of fundraising and investment!