How KeyBank Harnesses Power of Data by Leveraging S&P Capital IQ® & Salesforce

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Presented by

David Rubinstein, RVP Financial Services, Salesforce| Lisa Meiselman, VP, S&P Capital IQ| Brian Utrup, SVP, KeyBank

About this talk

Thorough and robust data about your customers and prospects is critical to efficient marketing and prospecting. S&P Capital IQ offers in-depth data on companies, ranging from detailed company information, corporate financials, key professional contacts along with bios, and relevant events. It’s now possible to integrate S&P Capital IQ data directly within the Salesforce Sales Cloud using their all-new application now available on the AppExchange. This combination not only enables users to centralize all of the corporate, personnel, financial, and event data for your accounts in one place, but it also allows users across an organization to access this information on any device. KeyBank is at the forefront of leveraging this technology, allowing them deep insights into the key contacts and events at their key Commercial clients, helping them clearly understand who to target and why. Join your hosts David Rubinstein, RVP Financial Services from Salesforce, and Lisa Meiselman, VP Channel Partnerships from S&P Capital IQ, and special guest Brian Utrup, SVP Corporate Bank Technology and Sales Tool Team Manager of Key Bank, to learn how KeyBank is harnessing the power of high quality, relevant data for more targeted marketing and prospecting activities across their organization. http://www.spcapitaliq.com/home/legal-disclaimer.html
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