Streamline your business and let your team focus on clients.

Complete more transactions, deepen relationships, and get ahead with insights and compliant deal management.

Reduce operational costs and innovate faster with purpose-built corporate and investment banking solutions.


Identify key relationships.

Better understand clients and prospects with a 360-degree view of client insights, relationships, and interactions.

Enhance collaboration.

Enable built-in compliance for securing and sharing sensitive information with the right people at the right time.

Simplify client data and analytics.

Leverage analytics to optimize deal pipeline and client engagements.

Activate Actionable Insights

Empower teams with differentiated insights and compliant deal management. Fuel the pipeline, collaborate with deal teams, and get an integrated view of internal and third-party data.

How It Works


Prepare to engage with your client.

Boost pipeline growth with client insights, interaction histories, relationship mapping, and AI recommendations.

Maximize banker efficiency and productivity.

Facilitate collaboration among team members working on client research, valuation, market data, and more.

Establish compliant data sharing.

Prevent conflicts of interest and ensure that sensitive information is only shared with approved deal team members.

Optimize sales efficiency.

Easily review and capture data, calendar information, client pitches, and call reports from the office or on the go.

Maintain the health of the business.

Review deals in real time. And act swiftly on new opportunities using actionable insights.

What's Included

  • Salesforce Platform lets you seamlessly integrate disparate systems and data sources with API-led services and event-based interactions.
  • AppExchange is the world’s leading enterprise cloud marketplace of proven apps and experts. Easily find Financial Services solutions that are right for you.
  • MuleSoft Anypoint Platform lets you integrate data from any system to deliver critical, time-sensitive projects — all with a single platform for APIs and integrations.

We are designing and implementing our Salesforce CRM to function as a central nervous system for our advisory business, enabling us to provide critical and timely advice to our clients."

Tim Lalonde

COO, Investment Banking, Evercore

Explore resources for corporate and investment banking.