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Investment Banking CRM for Investment Banking
Specialized CRM systems designed for investment banking relationship management and deal tracking.
Other Investment Banking
S&P Capital IQ Pro
By: S&P Capital IQ
https://www.spglobal.com/marketintelligence/en/solutions/sp-capital-iq-pro
By: S&P Capital IQ
https://www.spglobal.com/marketintelligence/en/solutions/sp-capital-iq-pro
Extensive database of public and private companies, M&A transactions, with screening tools, comparables analysis, relationship mapping, league tables, and industry analytics. Includes financial modeling tools, Excel integration, and mobile access.
DealCloud Investment Banking Platform
By: DealCloud
https://www.dealcloud.com/solutions/investment-banking/
By: DealCloud
https://www.dealcloud.com/solutions/investment-banking/
End-to-end deal management with pipeline tracking, relationship intelligence, document management, and analytics. Customizable dashboard views, integration with email and third-party data, mobile access, and collaborative tools for deal teams.
Intralinks for Banking & Securities
By: Intralinks
https://www.intralinks.com/solutions/banking-securities
By: Intralinks
https://www.intralinks.com/solutions/banking-securities
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.
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.
Bain CRM Solutions
By: Bain & Company
https://www.bain.com/consulting-services/advanced-analytics/crm/
By: Bain & Company
https://www.bain.com/consulting-services/advanced-analytics/crm/
Specializing in tailored CRM solutions for investment banking, which includes data analysis, relationship tracking, and client engagement strategies.
Focuses on providing data-driven insights, customer management, and analytical tools for investment banks to manage client relationships and drive sales.
A comprehensive CRM suite tailored for investment managers, offering portfolio management, client reporting, and integration with market data to support investment decision-making.
Offers comprehensive CRM capabilities that are easy to use, integrate with existing systems, and provide robust analytics, enhancing customer engagement and service efficiency.