at Financial Technnology Year
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4Degrees Relationship Intelligence from 4Degrees
AI-powered relationship scoring, network mapping, deal flow management, automated data capture, email and calendar integration, collaborative relationship management, and customizable workflows for investment banking.
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
(7 Yes /7 Known /11 Possible features)
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Role-based Access Control Assign different permissions to users based on their roles within the organization. |
Vendor materials state support for role-based permissions, typical for investment banking CRMs. | |
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Single Sign-On (SSO) Ability to authenticate users using the organization’s central identity provider. |
Described integrations include SSO with Okta, MS Azure, etc. | |
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User Activity Auditing Track and log user actions within the system for security and compliance purposes. |
User activity auditing is mentioned as an admin feature in 4Degrees documentation. | |
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Multi-Factor Authentication (MFA) Enforce additional security with multi-factor authentication for user logins. |
Multi-factor authentication support noted in product security section. | |
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Customizable User Profiles Configure user profiles with distinct fields for investment banking. |
Product offers flexible user profiles with banking-specific fields. | |
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Delegated Administration Allow certain users to manage others’ permissions and settings. |
No information available | |
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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. |
No information available | |
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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 via CSV is listed in help docs. | |
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User Deactivation/Termination Easily deactivate or remove user accounts when necessary. |
Admin dashboard enables user deactivation and termination. |
Client and Contact Management
(12 Yes /12 Known /12 Possible features)
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Contact Database Centralized repository for client, contact, and entity data. |
Central client/contact database is a core product feature. | |
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Relationship Mapping Visual and data-driven mapping of connections among people and organizations. |
AI-powered network/relationship mapping is prominently advertised. | |
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Custom Fields and Tagging Define custom fields and tags for segmentation and classification. |
Custom fields and tagging are supported for segmentation. | |
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Historical Interaction Logging Log all meetings, calls, emails, and notes with clients. |
Tracks emails, meetings, notes—historical logging by default. | |
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Client Hierarchies Support parent-child and group structures for complex client organizations. |
Supports client hierarchies and organizational linkages. | |
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Prospect Management Manage leads and potential deals in pre-engagement phases. |
Detailed prospect/deal tracking shown in feature descriptions. | |
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Bulk Contact Update Make changes to multiple contacts at once. |
Supports bulk contact updates and inline editing. | |
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Contact Lifecycle Status Track status such as ‘active’, ‘engaged’, ‘former’, etc. |
Contact status (active, former, engaged, etc.) tracked. | |
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Data Deduplication Identify and merge duplicate contact/client records. |
Data deduplication and merge functionality included as AI-powered cleansing. | |
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Client Segmentation Group clients by sector, region, activity, and more. |
Client segmentation tools are advertised for grouping clients by criteria. | |
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Advanced Search and Filtering Advanced search and custom filters for database use. |
Advanced filtering and search is a highlighted feature. | |
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Contact Import/Export Bulk import or export contact records. |
Allows bulk import/export of contact records. |
Deal and Pipeline Management
(9 Yes /9 Known /11 Possible features)
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Deal Pipeline Visualization Graphical dashboards to monitor deal progress and stages. |
Pipeline/deal visualization dashboards are a key selling point. | |
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Customizable Deal Stages Define unique deal stages specific to your organization or sector. |
Deal stages and pipeline can be customized per organization. | |
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Deal Origination Tracking Track source and origination activity for new deals. |
Origination tracking described as standard workflow. | |
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Pipeline Value Calculation Calculate total value, probability, and pipeline metrics. |
Pipeline value calculation metrics in dashboard. | |
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Mandate Documentation Repository Attach and manage mandate letters, IMs, and NDAs. |
Supports uploading/attaching mandate documentation. | |
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Deal Team Assignment Assign internal users to deal teams for collaboration. |
Deal teams/assignments supported for collaboration. | |
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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 historical deal archive access mentioned in product materials. | |
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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. |
Deal/task notes, comments, and assignments supported. | |
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Pipeline Filtering and Custom Views Customizable deal filtering and saveable pipeline views. |
Custom pipeline views and filters mentioned in UI walk-through. |
Task and Activity Management
(9 Yes /9 Known /10 Possible features)
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Automated Task Triggers Automatically create tasks based on events (e.g. new deal, meeting logged). |
Automated task and reminder triggers supported via workflow rules. | |
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Recurring Task Scheduling Set up recurring meetings, follow-ups, and compliance checks. |
Recurring tasks and reminders may be scheduled, per support and UX guides. | |
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Activity Timeline Chronological view of all past and upcoming activities. |
Deal and contact timeline visualization featured. | |
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Calendar Integration Sync CRM tasks and meetings to Outlook, Gmail, etc. |
Native calendar sync with Outlook and Google Calendar. | |
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Notification and Reminders Automated notifications for upcoming or overdue tasks. |
Notifications, reminders, and email alerts for tasks included. | |
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Task Delegation Assign tasks and track delegation progress. |
Task delegation, assignment and tracking available for deal teams. | |
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Document Collaboration Share and co-author documents related to tasks/activities. |
Shared document collaboration via Google Drive/OneDrive integrations mentioned. | |
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Task Progress Reporting Automated reports on open, completed, and overdue tasks. |
Task reporting and dashboards available for tracking completion. | |
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Bulk Task Creation and Editing Create or edit tasks for multiple deals/contacts at once. |
Bulk task operations and editing described. | |
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Activity Approval Workflows Route tasks or activities for managerial approval. |
No information available |
Integration Capabilities
(7 Yes /7 Known /10 Possible features)
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Email Integration Two-way integration with email platforms (Outlook, Gmail, etc.). |
Two-way email integration and tracking (Gmail, Outlook) a core feature. | |
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Calendar Synchronization Bi-directional syncing with calendar systems. |
Calendar sync with major providers is described. | |
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API Availability Availability of well-documented REST/SOAP APIs for custom integrations. |
APIs available for custom integrations (developer docs). | |
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Third-party Data Feeds Integration with market, news, or CRM data providers (Bloomberg, Refinitiv, etc.). |
No information available | |
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Mobile App Integration Linking with mobile applications for on-the-go access. |
Mobile app integration available for iOS and Android. | |
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Document Management System (DMS) Integration Connect with DMS like SharePoint or Box. |
DMS integration via Google Drive, OneDrive. | |
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Telephony/Call Logging Integration Log calls and integrate with provider systems (e.g., Cisco, Avaya). |
No information available | |
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CRM Data Import Tools Bulk import historical CRM data from legacy systems. |
Data import tools discussed for onboarding legacy CRM data. | |
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Collaboration Platform Integration Integrate with platforms like Microsoft Teams or Slack. |
Supports integration with Slack/MS Teams for notifications. | |
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Customizable Webhooks Custom webhooks for near real-time data flows. |
No information available |
Compliance, Security and Audit Logging
(7 Yes /7 Known /10 Possible features)
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GDPR/CCPA Compliance Controls Tools and reporting to facilitate compliance with privacy laws. |
GDPR/CCPA compliance controls stated in legal/compliance documentation. | |
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Regulatory Data Retention Ability to enforce mandatory retention periods for records. |
Supports regulatory data retention settings per role and record type. | |
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Complete Activity Audit Log Comprehensive tracking of user and system actions. |
Audit log of changes/activities captured for compliance. | |
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Field Level Security Restrict visibility/editability of sensitive fields by user or group. |
Field-level security available in permission settings. | |
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Encryption at Rest and In Transit Data is encrypted while stored and when sent across networks. |
'Data is encrypted at rest and in transit' statement found in security docs. | |
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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. |
Data masking available for sensitive fields. | |
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Automated Compliance Reporting Generate required reports for auditors or regulators. |
Compliance reporting tools mentioned for regulatory purposes. | |
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Intrusion Detection and Monitoring Real-time monitoring for unauthorized access attempts. |
No information available | |
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Legal Hold Functionality Preserve records for legal or regulatory proceedings. |
No information available |
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 dashboard and reporting builder available in admin panel. | |
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Ad Hoc Reporting User-friendly tools for custom, on-demand reporting. |
Ad hoc reporting generation described as easy for end users. | |
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Scheduled Report Distribution Automate delivery of recurring reports to users/stakeholders. |
Scheduled, recurring reports can be set to distribute to users. | |
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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. |
Exports to Excel and PDF are supported on report screens. | |
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Historical Comparison Reports Compare metrics across different periods, deals or teams. |
No information available | |
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Quota and Performance Tracking Monitor progress towards team and individual goals/targets. |
Quota/goal tracking available in reporting for teams. | |
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Report Access Management Control which users have access to which reports. |
Permissions for report views/editing described (role-based). | |
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Mobile-Optimized Dashboards Reports and dashboards accessible on mobile devices. |
Mobile-optimized dashboards/app experience advertised. | |
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Audit Trail of Report Edits Track changes to report definitions and access. |
No information available |
Mobile Access and Usability
(6 Yes /6 Known /9 Possible features)
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Native Mobile Apps Dedicated apps for iOS and Android devices. |
Native mobile apps for iOS and Android available. | |
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Responsive Web Interface Web interface automatically adapts to different device screens. |
Web interface adapts responsively per device. | |
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Offline Access Ability to access and update records while offline. |
Offline access to contacts/deals in the mobile app exists. | |
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Mobile Push Notifications Real-time notifications on mobile for tasks, meetings, approvals. |
Push notifications supported on mobile apps. | |
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Mobile Document Capture Capture and upload documents/photos directly from mobile device. |
No information available | |
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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. |
Advanced search/filter supported on mobile. | |
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Mobile Approval Workflows Approve deals, expenses, or activities while mobile. |
Mobile approval workflows included for deals/tasks. | |
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Geolocation Logging Automatically log meeting/contact location info. |
No information available |
Customization and Extensibility
(8 Yes /8 Known /10 Possible features)
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Custom Entities and Relationships Define new business objects (e.g., ‘Pitch’, ‘Prospect’) and their links. |
Admins can define custom business entities and relationships. | |
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Workflow Automation Automate repetitive processes with configurable workflows. |
Workflow automation is core—triggers for data capture, notifications, etc. | |
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Custom Field and Form Builder Create and edit custom fields or forms without coding. |
Field/form editors allow custom fields to be added without coding. | |
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Branding Customization Apply company branding, logos, and color schemes. |
Brand colors, logos and branding customization available. | |
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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. |
Custom alert/notification rules described in workflow automation. | |
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Custom Dashboards and Views User/department-specific interface customization. |
User/department dashboards and views are customizable. | |
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Multi-language Support Support for multiple languages across the interface. |
Multi-language support is available for global use. | |
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Dynamic Role Creation Create and assign custom roles/permissions. |
Dynamic role creation enabled in admin panel. | |
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Drag and Drop UI Customization Allow users to personalize certain interface elements. |
No information available |
Collaboration Tools
(7 Yes /7 Known /9 Possible features)
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Deal Team Messaging Internal chat or messaging specific to deals/clients. |
Deal team-specific internal chat and comments present in interface. | |
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Shared Notes and Annotations Collaboratively edit and comment on CRM records. |
Collaborative editing/notes supported on records. | |
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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. |
Document/file sharing, upload/edit with version history available. | |
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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. |
Kanban and task boards present for team activity tracking. | |
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Collaborative Meeting Scheduling Book meetings and share availability within the team. |
Collaborative meeting scheduling and shared availability available via calendar integration. | |
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Comment Threads Maintain discussion threads linked to specific clients or deals. |
Comments/discussion threads can be attached to deals/contacts. | |
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External Stakeholder Collaboration Limited and secure sharing with clients or external advisors. |
Limited external collaboration (documents/notes/meetings) is mentioned. |
Data Quality and Data Enrichment
(10 Yes /10 Known /10 Possible features)
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Automated Data Validation Automated checks for required fields, data formats, and logic. |
Automated data validation for required fields/logic described in product documentation. | |
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Duplicate Record Detection and Merge Identify and merge duplicate contacts, companies, and deals. |
Duplicate record detection and merge via AI/ML advertised. | |
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Data Enrichment Integration Automatically supplement records with third-party data. |
Automated third-party data enrichment available (LinkedIn, Pitchbook, etc.). | |
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Data Completeness Scoring Assess and score records for missing information. |
Data completeness tracking present for contact/deal records. | |
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Manual Data Review Workflows Route incomplete/suspicious records for manual resolution. |
Manual review/escalation workflows for flagged data available. | |
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Bulk Data Update Tools Update large sets of data in a controlled manner. |
Bulk data update/edit tools present in admin tools. | |
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Field Standardization Rules Standardize company names, titles, and more. |
Standardization rules managed by admin, e.g., for company names. | |
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Automated Contact Validation Verify validity of email and phone numbers automatically. |
Automated email/phone number validity checks included. | |
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Master Data Management (MDM) Integration Integration with bank’s central MDM systems. |
Product provides integration hooks for MDM/bank central systems. | |
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Change Log for Data Edits Track all changes made to records for audit and rollback. |
Change history/log for all records, visible per compliance module. |
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