Revelations & Insights: Discovering Top-Line Growth through Innovation


With shrinking markets, limited resources yet more opportunities, actively managing client relationships has never been more challenging. Couple that with the massive volume of data now available to businesses, and the related need to meaningfully collect, align and manage that data, it’s no wonder that the number of sales, marketing, and relationship management tools to support this exploding volume of data has grown. The ecosystem of tools now offers expanded capabilities, new categories and overlapping functionality.

James Mitchell, Managing Director - International at Tier1 Financial Solutions, and Jenn Giacobbe, Director of Investment Banking at Refinitiv, engaged in a live discussion and explored how specific technologies, empowered with actionable data and integrations, can optimize every insight, interaction, opportunity, and deal - ultimately driving the top line by making decisions with complete confidence on what's next.

To view a video of the discussion from the day of the event, please complete the form for access.

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