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How virtual data rooms benefit modern investment banking

PandaDoc

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. What is a data room for investment banking?

Banking 52
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Bank Customer Acquisition: 6 Proven Tactics You Can Implement Right Now

ReviewTrackers

Customer Acquisition: Banking Strategies. The ways that customers shop for banks and financial services providers have changed. So, therefore, have the methods and strategies for customer acquisition in banking. What does it take to acquire and keep new banking customers? Respond to their reviews.

Banking 49
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How to organize your virtual data room with a data room index

PandaDoc

Schedule your demo What to include in a data room index Your data room index should have a clear hierarchy and simplified structure — folder organization will affect how easily partners, team members and investors will locate needed data. The post How to organize your virtual data room with a data room index appeared first on Blog.

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Customer Acquisition in Banking: 6 Tactics You Can Implement Right Now

ReviewTrackers

Customer Acquisition: Banking Strategies. The ways that customers shop for banks and financial services providers have changed. So, therefore, have the methods and strategies for customer acquisition in banking. What does it take to acquire and keep new banking customers? Respond to their reviews.

Banking 36
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25 Problems That Stop Key Account Managers From Doing Their Job

Account Manager Tips

You can take these to the bank (or at least to your boss). Knowing what the problem is the first step to finding a solution. 25 problems that stop key account managers from doing their job I have hundreds of studies I’ve collected over the years, and I thought they’d be fertile ground to source ideas for the podcast.

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Capabilities-driven M&A

Flevy

Mergers and Acquisitions (M&A) generally do not produce the outstanding results that they are envisioned and purported to provide. A constant question across all industries, as far as M&As are concerned, pertains to the factors that differentiate organizations with successful histories.

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A Comprehensive Guide to Relationship Management

DemandFarm

CRM technology, such as Salesforce or Hubspot, can also aid in automating various sales tasks and maintaining positive relationships with potential customers through the use of marketing materials and organized data sets. They help organize, automate, and synchronize all facets of customer interaction.