Focus attention on building pipeline, strengthening relationships, and delivering outcomes.

With Salesforce Corporate and Investment Banking for Financial Services Cloud, bankers need never again walk into a client meeting unprepared or miss an opportunity across portfolios. Rather, they can focus their energy and attention on building and managing their pipeline, strengthening relationships with prospects and clients, and delivering great outcomes.

Our intuitive, cloud-based platform can cross-pollinate ideas, tasks, and events across the entire deal lifecycle. This turns breakthrough insights into actionable, immediate intelligence that can give you an edge when it comes to pitching a new deal, conducting due diligence, getting compliance approval, or managing potential conflicts of interest.

Aggregate disparate data into a single view

The platform brings fragmented data from multiple teams and units together in one place. This single view unifies data across your internal and external data sources, enabling you to better understand and engage with prospects and clients on a deeper level. It acts as a single source of truth, consolidating all prior interactions and existing relationships within your organization. With the power of artificial intelligence, you can analyze historical data quickly to better target and personalize future interactions.

From evaluation and execution of potential mergers, acquisitions, capital raises, and divestiture opportunities, our platform provides unique insight into a company’s corporate trajectory. This allows you to efficiently identify opportunities where your team can help a company advance its strategic priorities.

• Develop proactive client engagement, deal management, and risk monitoring
• Gain real-time insights into win/loss analysis and pipeline optimization
• Create 360-degree visibility of accounts, relationship mapping, and interaction history
• Make smarter data-driven decisions from any device — anywhere, anytime
• Build customized workflows and integrations through a flexible architecture

Drive richer, more relevant insights through 360-degree visibility

The Actionable Relationship Center identifies potential synergies and value-creation opportunities by providing greater visibility into key internal and external relationships. This helps bankers monitor inflection points along the client journey, so they can deliver hyper-personalized client experiences.

• Manage clients all in one place with a comprehensive view of complex organizational structures and relationships, including subsidiaries of multinational organizations or portfolio companies for financial sponsors
• View coverage teams and understand which bankers in your firm have relationships or are working with specific clients
• Identify and collaborate with key influencers who can help accelerate deals
• Gain insights into client financials with financial rollups across client subsidiaries
• See all relationships with regulators and broker-dealers

Harness AI-powered intelligence

Unlock deal opportunities through Einstein Relationship Insights, an AI-powered research assistant. By finding connections across your internal CRM records, social media channels, company websites, public filings, and other external data sources, Einstein’s automated relationship-discovering capabilities can help you explore unanticipated touchpoints, fast-track new business, and optimize deal channels.

Cross-pollinate ideas, tasks, and events from internal and external systems to generate historic, point-in-time, and sector-specific, real-time insights

Find connections to initiate introductions to prospects using AI-powered, automated relationship discovery

Streamline research processes by minimizing labor-intensive searches

Empower your banking team to quickly assess priorities across a portfolio of opportunities.

Our powerful, easy-to-use platform streamlines the entire deal lifecycle, from opportunity assessment through closing. This empowers your team to quickly assess priorities and next steps across a portfolio of opportunities — and prepare efficiently for pitches, client meetings, management presentations, and every step of the deal process.

Keep everyone on the same page — wherever they are

Make sure that everyone on the deal team is aligned with the most current, relevant information. Our platform makes it easier than ever to share ideas, assign tasks, and communicate status updates. This allows every member of the deal team to have easy access to a single source of truth at all times.

• Rapidly access historical client data, previous pitches, and meeting notes all in one place — and from nearly any device
• Capture meeting notes and impromptu conversations on the go
• Get the context behind all prior client interactions with call report look-up, search, and filtering

Streamline compliance and enhance data security

The challenges bankers face in terms of sharing information have multiplied because of rapidly evolving regulatory requirements and threats to data security. Our platform is designed to efficiently navigate these requirements. By ensuring that sensitive client or deal data is only shared with authorized stakeholders, our platform helps to minimize disclosure risks and other threats that can derail a deal or incur legal or regulatory exposure. Our compliance framework is designed to ensure that all steps of the deal process and communications are fully secure, compliant, and aligned with current regulations.

• Embed and manage compliance frameworks across the deal lifecycle
• Share client and deal-related data based on predefined rules, permissions, and access levels set up by compliance
• Assess conflicts of interest and all your enterprise’s touchpoints and engagements with prospects and clients

Transform industry-specific data from internal sources and external providers into action.

Transform industry-specific data from internal sources and multiple external providers into actionable insights. Bankers can access company valuation, revenue, salary, and other critical information from leading industry data providers all within Financial Services Cloud.

By providing analytics about industries, specific clients, and live transactions at your fingertips, our dashboards empower you to stay one step ahead of the competition. This helps you drive revenue by targeting the right prospects and achieve stellar outcomes for clients by analyzing the universe of counterparties.

Focus your energy on the right prospects

In today’s hypercompetitive environment, bankers cannot afford to spend energy pitching to prospects that aren’t a great fit. Our platform allows you to monitor where companies are in their development and identify clients that are ideally suited for your capabilities and focus areas.

• Optimize your pipeline with intelligent analytics so bankers can target the right prospects
• Proactively engage clients and stay top-of-mind with prospects by using predictive analytics to optimize client interactions

Identify compelling counterparties and investors

Clearing the market to maximize your client’s value can be a painstaking, labor-intensive process that involves significant assumptions based on incomplete data. Our platform is designed to make this process more efficient by providing highly relevant information at your fingertips about the universe of potential counterparties and investors.

• Aggregate and analyze information about the roadmaps and bidding behavior of strategic buyers, financial sponsors, and other investors and counterparties
• Identify the optimal counterparties based on historical behavior and predictive analytics
• Inform upcoming outreach and negotiations by sharing notes about previous interactions with counterparties
• Track strategic buyers’ growth and acquisition roadmaps
• Monitor the progress of financial sponsors’ platform acquisitions and identify potential add-on acquisitions

Turbocharge Your Deal Team

To successfully navigate the new warp speed of dealmaking, forward-thinking bankers need to continue building on today’s digital momentum. The future will belong to teams that can use intelligent, contextual, and data-driven insights to empower and enhance how they build relationships and complete transactions. This requires rethinking how you work, how you manage internal and external relationships, and how you uncover and share insights that are critical to your team’s success.

Salesforce’s Financial Services Cloud for Corporate and Investment Banking is purpose-built to deliver the solutions bankers need to thrive in today’s digitally-driven dealmaking environment. As the digital transformation in investment banking progresses, Salesforce will continue to add new capabilities to the platform to ensure that it is tailored to the unique needs and evolving demands of corporate and investment bankers.