Case study

Stephens Inc.

  • Financial Services
  • Investment Banking

Prior to deploying DealCloud, the Stephens team spent a great deal of time and resources customizing a basic CRM platform, which experienced low user-adoption levels because it did not meet the specific nbusiness needs of the firm’s investment bankers. Many bankers used the CRM solely for pipeline management, which prevented the team from gaining a full picture of deal flow and relationships. Data hosted in the CRM quickly became stale, and Stephens bankers needed a solution that let them access their data in real time. Firm leaders recognized they needed a highly configurable platform that could be customized to fit the firm’s specific deal and relationship management processes.
Below, we offer an in-depth case study that showcases how Stephens manages its pipeline and relationships more effectively leveraging DealCloud’s technology.