Broker Profile recognised that to remain leaders in their field, they needed a centralised CRM system.
Founded in 1999, Broker Profile has established itself as the leading Investor Relations Consultancy focussing primarily on Private Client Fund Managers and Stockbrokers in the UK.
Based in the heart of the city, Broker Profile is now a 22-person company with a large and diverse portfolio of clients that span across many sectors, many of which are listed in the FTSE 100 and FTSE 250.
Download our Case Study to find out the full list of benefits Broker Profile received following their decision to implement Workbooks CRM, including:
John explains. "Out of all the CRM providers we looked at, Workbooks really took the time to get to know us and to get to know the business and what we wanted to achieve."