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7 CRM Integration Use Cases Giving IR Teams a Competitive Edge

7 CRM Integration Use Cases Giving IR Teams a Competitive Edge

by Christopher Vilhelmsen | Apr 1, 2025 | Thought Leadership

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...
The Formula for CRM Success in 2025: Strategies, Adoption & Data

The Formula for CRM Success in 2025: Strategies, Adoption & Data

by Holland Mountain and Intapp | Feb 26, 2025 | Thought Leadership

In central London, Holland Mountain and Intapp hosted a panel discussion on the future of investment and fundraising technology.  The discussion featured insights from: Ruth Eagle, Head of Origination at CBPE Capital   Peter Tucker, IT Managing Director at IK...
From Simple Tool to Asset: Unlocking CRM Potential in Private Equity

From Simple Tool to Asset: Unlocking CRM Potential in Private Equity

by Billy Dix | Jan 28, 2025 | Thought Leadership

Among our clients, discussions around maximizing the value of their CRM systems are frequent, given the significant investment they often require. However many firms continue to struggle to achieve a strong return on investment, particularly in driving adoption among...
The Future of Data-Driven Deal Sourcing in Private Equity

The Future of Data-Driven Deal Sourcing in Private Equity

by Holland Mountain and Kelp | Nov 21, 2024 | Thought Leadership

In a private setting at the Royal Automobile Club, Holland Mountain and Kelp hosted a panel discussion on the future of data-driven deal sourcing.  The discussion featured insights from: Chris Conradi, Chief Digital Officer at FSN Capital. Christopher Vilhelmsen, Head...
Secondaries: Data Strategies to Drive Smart, Fast Investment Decisions

Secondaries: Data Strategies to Drive Smart, Fast Investment Decisions

by Jeremy Hocter | Jul 12, 2024 | Thought Leadership

On June 25th, 2024, Colmore gathered an expert panel to discuss the strategic utilization of data to drive investment decisions for Secondaries managers. The panel was composed of: Adam King, Chief Financial Officer, Glendower Capital Harry Vander Elst, Partner,...
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