{"id":537816,"date":"2026-05-13T16:44:11","date_gmt":"2026-05-13T16:44:11","guid":{"rendered":"https:\/\/www.capgemini.com\/pt-en\/?post_type=research-and-insight&#038;p=537816"},"modified":"2026-05-13T16:44:14","modified_gmt":"2026-05-13T16:44:14","slug":"everest-group-reimagining-customer-relationship-management-in-corporate-and-investment-banking","status":"publish","type":"research-and-insight","link":"https:\/\/www.capgemini.com\/pt-en\/insights\/research-library\/everest-group-reimagining-customer-relationship-management-in-corporate-and-investment-banking\/","title":{"rendered":"Everest Group: Reimagining customer relationship management in corporate and investment banking"},"content":{"rendered":"\n<header class=\"wp-block-cg-blocks-hero-reusable header heroReusable  \"><div class=\"header-bgs\"><picture><source srcset=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2026\/03\/CIB-Everest-Capcom.png?w=2880&amp;quality=70 1x, https:\/\/www.capgemini.com\/wp-content\/uploads\/2026\/03\/CIB-Everest-Capcom.png?w=2880&amp;quality=70 2x\" media=\"(min-width: 1500px)\"\/><source srcset=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2026\/03\/CIB-Everest-Capcom.png?w=1440&amp;quality=70 1x, https:\/\/www.capgemini.com\/wp-content\/uploads\/2026\/03\/CIB-Everest-Capcom.png?w=2880&amp;quality=70 2x\" media=\"(min-width: 992px)\"\/><source srcset=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2026\/03\/CIB-Everest-Capcom.png?w=1024&amp;quality=70 1x, https:\/\/www.capgemini.com\/wp-content\/uploads\/2026\/03\/CIB-Everest-Capcom.png?w=1024&amp;quality=70 2x\" media=\"(min-width: 768px)\"\/><source srcset=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2026\/03\/CIB-Everest-Capcom.png?w=768&amp;quality=70 1x, https:\/\/www.capgemini.com\/wp-content\/uploads\/2026\/03\/CIB-Everest-Capcom.png?w=768&amp;quality=70 2x\" media=\"(min-width: 0)\"\/><img decoding=\"async\" src=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2026\/03\/CIB-Everest-Capcom.png\" class=\"header-img header-img-d\" alt=\"\" style=\"object-fit:cover;object-position:51% 56.99999999999999%\" loading=\"eager\"\/><\/picture><\/div><div class=\"heroPictureCardHeaderShape\"><\/div><div class=\"container\"><div class=\"row\"><div class=\"col-md-12\"><div class=\"box\"><div class=\"boxTagWrapper\"><div class=\"tagInfo\"><div><span class=\"box-tag\">Innovation<\/span><\/div><\/div><\/div><div class=\"box-title\"><h1 data-maxlength=\"34\">Reimagining customer relationship management in corporate and investment banking<\/h1><\/div><div class=\"inner-row-insight download-btn\"><div class=\"col-md-4 downloadFiles addPadding\"><a class=\"button-download--small\" type=\"download\" href=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2026\/05\/Everest-Group-CIB-Report.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"opens in a new window\"><span>Download the report<\/span><span class=\"type\">4 MB pdf<\/span><\/a><\/div><\/div><\/div><\/div><\/div><\/div><\/header>\n\n\n\n<section class=\"wp-block-cg-blocks-group undefined section section--article-content\"><div class=\"article-main-content\"><div class=\"container\"><div class=\"grid-container\"><div class=\"col-12 col-md-2\"><nav class=\"article-social\"><ul class=\"social-nav\"><li class=\"ip-order-fb\"><a href=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https:\/\/www.capgemini.com\/?post_type=research-and-insight&amp;p=835951\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"opens in a new window\"><i aria-hidden=\"true\" class=\"icon-fb\"><\/i><span class=\"sr-only\">Facebook<\/span><\/a><\/li><li class=\"ip-order-tw\"><a href=\"https:\/\/twitter.com\/intent\/tweet?url=https:\/\/www.capgemini.com\/?post_type=research-and-insight&amp;p=835951&amp;text=World%20Payments%20Report%202022\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"opens in a new window\"><i aria-hidden=\"true\" class=\"icon-tw\"><\/i><span class=\"sr-only\">Twitter<\/span><\/a><\/li><li class=\"ip-order-li\"><a href=\"https:\/\/www.linkedin.com\/shareArticle?url=https:\/\/www.capgemini.com\/?post_type=research-and-insight&amp;p=835951&amp;text=World%20Payments%20Report%202022\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"opens in a new window\"><i aria-hidden=\"true\" class=\"icon-li\"><\/i><span class=\"sr-only\">Linkedin<\/span><\/a><\/li><\/ul><\/nav><\/div><div><div class=\"article-text article-quote-text\">\n<h2 class=\"wp-block-heading\" id=\"h-in-corporate-and-investment-banking-customer-relationship-management-crm-systems-have-become-administrative-utilities-rather-than-strategic-enablers\">In corporate and investment banking, Customer Relationship Management (CRM) systems have become administrative utilities rather than strategic enablers. <\/h2>\n\n\n\n<p id=\"h-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\">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.<\/p>\n\n\n\n<p>In Everest\u2019s newest report, \u201cReimagining Customer Relationship Management in Corporate and Investment Banking\u201d, supported by Capgemini, experts explore how next-generation CRM systems \u2013 powered by AI and low-code workflow orchestration \u2013 can transform static records into real-time, contextual actions. By embedding intelligent agents directly into bankers\u2019 workflows, capturing insights from calls, emails, and meetings automatically, these systems shift CRMs from passive documenters to proactive, intelligent executors.<\/p>\n\n\n\n<p>Read the report and:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Discover a four-pillar transformation model spanning technology, people, process, and governance to guide enterprise CRM evolution.<\/li>\n\n\n\n<li>Learn about the Systems of Execution maturity model and check where your institution is today.<\/li>\n\n\n\n<li>Explore a structured framework for prioritizing CRM use cases based on business impact and orchestration complexity.<\/li>\n<\/ul>\n\n\n\n<p>Is your institution ready to shift from tracking-oriented CRMs to intelligent execution at scale? Read the report today.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2026\/05\/Everest-Group-CIB-Report.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download the report<\/a><\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div><\/section>\n\n\n\n\n\n<section class=\"wp-block-cg-blocks-wrapper-card-related-capabilities undefined card-related-capability\"><div class=\"cardelatedBgShape\"><\/div><div class=\"container\"><div class=\"row\"><div class=\"contentTitle col-12 col-md-8\"><h2 data-maxlength=\"34\" class=\"capabilities-heading\">Related services<\/h2><\/div><\/div><div class=\"row\">\n<div class=\"wp-block-cg-blocks-card-related-capabilities col-md-4 gridbox card-block\"><div class=\"box box--1 capblock\"><div class=\"box-img-wrapper\"><div class=\"img-ratio\"><img decoding=\"async\" src=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/09\/Capgemini_Industries_Capital-Markets.webp?w=500&amp;quality=70\" srcset=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/09\/Capgemini_Industries_Capital-Markets.webp?w=500&amp;quality=70 1x, https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/09\/Capgemini_Industries_Capital-Markets.webp?w=1000&amp;quality=70 2x\" class=\"box-img\" alt=\"\" style=\"object-fit:cover;object-position:50% 50%\" loading=\"lazy\"\/><\/div><\/div><div class=\"box-inner\"><a class=\"box-title\" aria-label=\"Banking and capital markets\" href=\"https:\/\/www.capgemini.com\/industries\/banking-and-capital-markets\/\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"opens in a new window\"><h3 class=\"card-subtitle\">Banking and <br>capital markets<\/h3><\/a><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>Linkedin<br \/>\nIn 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.<\/p>\n","protected":false},"author":12418,"featured_media":537817,"template":"","meta":{"cg_dt_proposed_to":[],"cg_seo_hreflang_relations":"[]","cg_seo_canonical_relation":"","cg_seo_hreflang_x_default_relation":"","cg_dt_approved_content":true,"cg_dt_mandatory_content":false,"cg_dt_notes":"","cg_dg_source_changed":false,"cg_dt_link_disabled":false,"footnotes":"","related_resource_url":"","related_resource_id":0,"related_resource_size":"","related_resource_type":"","cg_author":0,"_yoast_wpseo_primary_theme":209,"primary_term":"Innovation","featured_focal_points":""},"tags":[],"research-and-insight-type":[],"theme":[257,221,209],"brand":[],"service":[33],"industry":[],"partners":[],"content-group":[],"class_list":["post-537816","research-and-insight","type-research-and-insight","status-publish","has-post-thumbnail","hentry","theme-business-operations","theme-customer-first","theme-innovation","service-customer-experience"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.7 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Everest Group: Reimagining customer relationship management in corporate and investment banking - Capgemini Portugal<\/title>\n<meta name=\"description\" content=\"Linkedin 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. 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Relationship managers are spending disproportionate time entering data and navigating fragmented workflows instead of engaging clients. 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