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Intralinks for Banking & Securities from Intralinks
Deal sourcing, client management, secure document sharing, virtual data rooms, deal marketing, pipeline management, buy-side and sell-side coordination, and compliance tracking for investment banking transactions.
Product analysis by function
Investment Banking CRM for Investment Banking
Specialized CRM systems designed for investment banking relationship management and deal tracking.
More Investment Banking CRM
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User Management and Access Control
(8 Yes /8 Known /11 Possible features)
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Role-based Access Control Assign different permissions to users based on their roles within the organization. |
Intralinks supports role-based permissions for workspace and VDR access, aligned with standard expectations for secure deal rooms in investment banking. | |
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Single Sign-On (SSO) Ability to authenticate users using the organization’s central identity provider. |
The product documentation and website cite Single Sign-On (SSO) compatibility for enterprise customers. | |
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User Activity Auditing Track and log user actions within the system for security and compliance purposes. |
Audit trail and activity tracking are advertised as part of compliance and security, crucial for transaction monitoring. | |
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Multi-Factor Authentication (MFA) Enforce additional security with multi-factor authentication for user logins. |
Intralinks offers multi-factor authentication (MFA) for user login, as indicated by its security and compliance resources. | |
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Customizable User Profiles Configure user profiles with distinct fields for investment banking. |
No information available | |
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Delegated Administration Allow certain users to manage others’ permissions and settings. |
Delegated administration is possible, as deal room owners can grant selected admin rights to other team members. | |
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Time-based Access Restrictions Restrict user access to the CRM to certain time periods. |
No information available | |
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Geolocation-based Access Permit or deny user access based on geographic location. |
The platform allows geographic access restrictions for regulatory compliance, supported by global banking use cases. | |
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Concurrent Session Control Limit the number of concurrent logins per user. |
No information available | |
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Bulk User Import/Export Import or export user details in bulk for easier administration. |
Bulk user import/export is available to support onboarding of large teams for deal data rooms. | |
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User Deactivation/Termination Easily deactivate or remove user accounts when necessary. |
Administrators can deactivate or remove user access as needed, as part of required compliance controls. |
Client and Contact Management
(8 Yes /8 Known /12 Possible features)
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Contact Database Centralized repository for client, contact, and entity data. |
Core functionality includes a centralized contact and client database for banks using the platform. | |
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Relationship Mapping Visual and data-driven mapping of connections among people and organizations. |
Intralinks provides data-driven relationship mapping and permission controls for client and deal management. | |
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Custom Fields and Tagging Define custom fields and tags for segmentation and classification. |
No information available | |
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Historical Interaction Logging Log all meetings, calls, emails, and notes with clients. |
The product tracks meeting, messaging, and document sharing activities as part of audit trails and interaction logging. | |
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Client Hierarchies Support parent-child and group structures for complex client organizations. |
Supports hierarchical client structures for group and parent/child company access management. | |
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Prospect Management Manage leads and potential deals in pre-engagement phases. |
The platform allows for pipeline management and prospect tracking, including pre-engagement deal management. | |
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Bulk Contact Update Make changes to multiple contacts at once. |
No information available | |
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Contact Lifecycle Status Track status such as ‘active’, ‘engaged’, ‘former’, etc. |
No information available | |
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Data Deduplication Identify and merge duplicate contact/client records. |
Intralinks offers data deduplication functionality to maintain data quality, as indicated in client onboarding resources. | |
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Client Segmentation Group clients by sector, region, activity, and more. |
Contact and deal segmentation by activity, region, etc., is a staple CRM function and is supported. | |
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Advanced Search and Filtering Advanced search and custom filters for database use. |
Advanced search and filtering are available for managing client, document, and deal records in virtual data rooms. | |
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Contact Import/Export Bulk import or export contact records. |
No information available |
Deal and Pipeline Management
(8 Yes /8 Known /11 Possible features)
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Deal Pipeline Visualization Graphical dashboards to monitor deal progress and stages. |
Deal pipeline visualization is provided through dashboards for tracking deal life cycles. | |
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Customizable Deal Stages Define unique deal stages specific to your organization or sector. |
Deal stages are customizable for specific banking processes. | |
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Deal Origination Tracking Track source and origination activity for new deals. |
Deal origination and marketing activities are tracked, as shown in deal sourcing features on the website. | |
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Pipeline Value Calculation Calculate total value, probability, and pipeline metrics. |
Pipeline value metrics for deals are featured in dashboards for management reviews. | |
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Mandate Documentation Repository Attach and manage mandate letters, IMs, and NDAs. |
Mandate documentation repository is a core use case—secure storage and sharing for all legal documents. | |
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Deal Team Assignment Assign internal users to deal teams for collaboration. |
Deal team assignment and role management are principal features for collaborative deal execution. | |
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Deal Stage Aging Monitor and analyze how long deals remain in each stage. |
No information available | |
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Historical Deal Archive Archive deals and access full deal history. |
Full deal archive and retrieval functionality is built in to support compliance and due diligence. | |
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Integration with Transaction Diligence Tools Connect CRM with financial modeling or diligence solutions. |
No information available | |
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Notes and Task Assignment Assign tasks and track notes related to deals. |
Notes and task assignment within deals are available for collaboration and monitoring. | |
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Pipeline Filtering and Custom Views Customizable deal filtering and saveable pipeline views. |
No information available |
Task and Activity Management
(2 Yes /3 Known /10 Possible features)
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Automated Task Triggers Automatically create tasks based on events (e.g. new deal, meeting logged). |
Not as far as we are aware.* No clear support for automated task triggers/event-based automation in the product materials. | |
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Recurring Task Scheduling Set up recurring meetings, follow-ups, and compliance checks. |
No information available | |
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Activity Timeline Chronological view of all past and upcoming activities. |
No information available | |
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Calendar Integration Sync CRM tasks and meetings to Outlook, Gmail, etc. |
Calendar integration is supported for scheduling and syncing deal meetings. | |
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Notification and Reminders Automated notifications for upcoming or overdue tasks. |
Notifications and reminders are embedded for task and approval deadlines. | |
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Task Delegation Assign tasks and track delegation progress. |
No information available | |
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Document Collaboration Share and co-author documents related to tasks/activities. |
No information available | |
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Task Progress Reporting Automated reports on open, completed, and overdue tasks. |
No information available | |
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Bulk Task Creation and Editing Create or edit tasks for multiple deals/contacts at once. |
No information available | |
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Activity Approval Workflows Route tasks or activities for managerial approval. |
No information available |
Integration Capabilities
(8 Yes /8 Known /10 Possible features)
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Email Integration Two-way integration with email platforms (Outlook, Gmail, etc.). |
Email integration (alerts, document sharing links) is a basic element of Intralinks communications. | |
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Calendar Synchronization Bi-directional syncing with calendar systems. |
Calendar and meeting synchronization is referenced on the site. | |
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API Availability Availability of well-documented REST/SOAP APIs for custom integrations. |
REST API documentation is available for custom integration with bank systems. | |
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Third-party Data Feeds Integration with market, news, or CRM data providers (Bloomberg, Refinitiv, etc.). |
Plug-ins and certified data providers (e.g., market data) are listed as available integrations. | |
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Mobile App Integration Linking with mobile applications for on-the-go access. |
Mobile application integration for iOS/Android is available for on-the-go banking teams. | |
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Document Management System (DMS) Integration Connect with DMS like SharePoint or Box. |
No information available | |
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Telephony/Call Logging Integration Log calls and integrate with provider systems (e.g., Cisco, Avaya). |
Telephony and call event logging are supported for some banking use cases. | |
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CRM Data Import Tools Bulk import historical CRM data from legacy systems. |
Bulk import tools for legacy CRM and contact data are available for new customers. | |
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Collaboration Platform Integration Integrate with platforms like Microsoft Teams or Slack. |
Integrates with Microsoft Teams, Slack, and other collaboration platforms. | |
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Customizable Webhooks Custom webhooks for near real-time data flows. |
No information available |
Compliance, Security and Audit Logging
(8 Yes /8 Known /10 Possible features)
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GDPR/CCPA Compliance Controls Tools and reporting to facilitate compliance with privacy laws. |
GDPR and compliance support is a core differentiator according to marketing and legal resources. | |
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Regulatory Data Retention Ability to enforce mandatory retention periods for records. |
Data retention policies and controls are built-in for regulatory needs. | |
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Complete Activity Audit Log Comprehensive tracking of user and system actions. |
Full audit log for user and system activity is a compliance requirement met by the platform. | |
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Field Level Security Restrict visibility/editability of sensitive fields by user or group. |
Admins can control access to specific fields based on user group/permissions. | |
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Encryption at Rest and In Transit Data is encrypted while stored and when sent across networks. |
All data encrypted at rest and in transit. | |
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Configurable Access Reviews Tools to periodically review and reconcile user access. |
No information available | |
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Data Masking Obscure sensitive data for non-privileged users. |
No information available | |
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Automated Compliance Reporting Generate required reports for auditors or regulators. |
Automated compliance and activity reports are advertised for auditors/regulators. | |
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Intrusion Detection and Monitoring Real-time monitoring for unauthorized access attempts. |
Real-time monitoring for unauthorized access is part of the security offering. | |
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Legal Hold Functionality Preserve records for legal or regulatory proceedings. |
Legal hold tools are provided for litigation/regulatory proceedings as noted in compliance materials. |
Reporting and Business Intelligence
(7 Yes /7 Known /10 Possible features)
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Custom Dashboard Builder Create bespoke data dashboards for different teams or users. |
Custom dashboards for teams/users can be built within Intralinks' reporting tools. | |
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Ad Hoc Reporting User-friendly tools for custom, on-demand reporting. |
Ad hoc/custom report generation tools are documented in product features. | |
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Scheduled Report Distribution Automate delivery of recurring reports to users/stakeholders. |
Reports can be scheduled for distribution to stakeholders automatically. | |
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Drill-down Capabilities Interactive charts and tables that allow exploration of underlying data. |
No information available | |
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Export to Excel/PDF Export report outputs in widely used formats. |
Reports and data can be exported to Excel and PDF formats. | |
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Historical Comparison Reports Compare metrics across different periods, deals or teams. |
Historical reporting is available for comparison of deal/team metrics. | |
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Quota and Performance Tracking Monitor progress towards team and individual goals/targets. |
No information available | |
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Report Access Management Control which users have access to which reports. |
Access to reports and dashboards is permissioned by user/role. | |
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Mobile-Optimized Dashboards Reports and dashboards accessible on mobile devices. |
Mobile-optimized dashboards and mobile app availability are promoted features. | |
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Audit Trail of Report Edits Track changes to report definitions and access. |
No information available |
Mobile Access and Usability
(7 Yes /7 Known /9 Possible features)
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Native Mobile Apps Dedicated apps for iOS and Android devices. |
Intralinks has dedicated native apps for iOS and Android. | |
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Responsive Web Interface Web interface automatically adapts to different device screens. |
The web interface is responsive for all device types (per documentation and customer screenshots). | |
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Offline Access Ability to access and update records while offline. |
No information available | |
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Mobile Push Notifications Real-time notifications on mobile for tasks, meetings, approvals. |
Mobile push notifications are provided by the app for deal and document events. | |
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Mobile Document Capture Capture and upload documents/photos directly from mobile device. |
Document capture via mobile app and upload to VDR is supported. | |
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Voice-to-Text Notes Convert spoken notes into text and attach to CRM records. |
No information available | |
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Mobile Search and Filters Powerful contact/deal search and filter capabilities optimized for mobile. |
Mobile-optimized search and filter tools are included in the app experience. | |
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Mobile Approval Workflows Approve deals, expenses, or activities while mobile. |
Approval workflows can be executed in the mobile application. | |
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Geolocation Logging Automatically log meeting/contact location info. |
Meeting location capture/geotagging is referenced in the mobile app FAQ. |
Customization and Extensibility
(4 Yes /4 Known /10 Possible features)
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Custom Entities and Relationships Define new business objects (e.g., ‘Pitch’, ‘Prospect’) and their links. |
Custom entities and flexible relationships can be defined for new object types. | |
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Workflow Automation Automate repetitive processes with configurable workflows. |
Workflow automation for processes like NDA or mandate approvals is supported. | |
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Custom Field and Form Builder Create and edit custom fields or forms without coding. |
Admin tools for building custom fields/forms are included. | |
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Branding Customization Apply company branding, logos, and color schemes. |
Branding customization is available for VDRs to reflect client/firm identity. | |
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Scripting and Plugin Support Extend features using custom scripts or plugins. |
No information available | |
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Custom Notification Rules Set up custom alerts for specific business triggers. |
No information available | |
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Custom Dashboards and Views User/department-specific interface customization. |
No information available | |
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Multi-language Support Support for multiple languages across the interface. |
No information available | |
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Dynamic Role Creation Create and assign custom roles/permissions. |
No information available | |
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Drag and Drop UI Customization Allow users to personalize certain interface elements. |
No information available |
Collaboration Tools
(3 Yes /3 Known /9 Possible features)
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Deal Team Messaging Internal chat or messaging specific to deals/clients. |
Deal team internal messaging and communications are supported in workspaces. | |
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Shared Notes and Annotations Collaboratively edit and comment on CRM records. |
No information available | |
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Internal Social Feeds Internal feeds to broadcast deal or account updates. |
No information available | |
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File Sharing and Version Control Share documents and maintain version history. |
File sharing with version control for deal documents is a well-documented feature. | |
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Document Check-in/Check-out Prevent conflicts by controlling document edits. |
No information available | |
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Team Taskboards or Kanban Boards Visualize progress and responsibility across teams. |
No information available | |
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Collaborative Meeting Scheduling Book meetings and share availability within the team. |
No information available | |
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Comment Threads Maintain discussion threads linked to specific clients or deals. |
No information available | |
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External Stakeholder Collaboration Limited and secure sharing with clients or external advisors. |
External collaborators (lawyers, clients, etc.) are granted secure, limited access as needed. |
Data Quality and Data Enrichment
(7 Yes /7 Known /10 Possible features)
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Automated Data Validation Automated checks for required fields, data formats, and logic. |
Automated data validation (e.g., required fields in document uploads) ensures data quality. | |
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Duplicate Record Detection and Merge Identify and merge duplicate contacts, companies, and deals. |
Duplicate detection and cleaning tools are listed for contacts/companies. | |
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Data Enrichment Integration Automatically supplement records with third-party data. |
Data enrichment plugins for third-party data are available for client and deal profiles. | |
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Data Completeness Scoring Assess and score records for missing information. |
No information available | |
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Manual Data Review Workflows Route incomplete/suspicious records for manual resolution. |
No information available | |
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Bulk Data Update Tools Update large sets of data in a controlled manner. |
No information available | |
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Field Standardization Rules Standardize company names, titles, and more. |
Field standardization rules can be enforced in data templates. | |
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Automated Contact Validation Verify validity of email and phone numbers automatically. |
Automated validation of contact info (e.g., email and phone formats) is part of onboarding and KYC requirements. | |
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Master Data Management (MDM) Integration Integration with bank’s central MDM systems. |
Master Data Management (MDM) integration is available for large banks per integration documentation. | |
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Change Log for Data Edits Track all changes made to records for audit and rollback. |
Change logs for edits and full audit/rollback are mentioned in compliance and product documentation. |
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