In corporate and investment banking, Customer Relationship Management (CRM) systems have become administrative utilities rather than strategic enablers. Relationship managers are spending disproportionate time entering data and navigating fragmented workflows instead of engaging clients. Meanwhile, critical intelligence sits trapped in static dashboards, arriving too late to influence decisions.

In Everest’s newest report, “Reimagining Customer Relationship Management in Corporate and Investment Banking”, supported by Capgemini, experts explore how next-generation CRM systems – powered by AI and low-code workflow orchestration – can transform static records into real-time, contextual actions. By embedding intelligent agents directly into bankers’ workflows, capturing insights from calls, emails, and meetings automatically, these systems shift CRMs from passive documenters to proactive, intelligent executors.

Read the report and:

  • Discover a four-pillar transformation model spanning technology, people, process, and governance to guide enterprise CRM evolution.
  • Learn about the Systems of Execution maturity model and check where your institution is today.
  • Explore a structured framework for prioritizing CRM use cases based on business impact and orchestration complexity.

Is your institution ready to shift from tracking-oriented CRMs to intelligent execution at scale? Read the report today.

Download the report