Optimise your deal flow by leveraging unique client insights and ensuring compliant deal management with a powerful investment banking CRM. Cut down operational expenses and drive innovation at a faster pace with tailored solutions designed specifically for corporate investment banking needs.
Empower investment bankers with unique insights, compliant deal management, seamless collaboration, and secure information sharing for efficient decision-making. Enhance the pipeline, consolidate data on one screen, and securely share sensitive information with investment banking CRM.
Boost pipeline growth and personalise deal proposals with integrated client insights, complete interaction histories, relationship mapping, and AI-powered recommendations.
Facilitate proactive collaboration among analysts and other members of the deal team working on client research, valuation, market data, relationships, deal recommendations, and client pitches.
See the big picture, including a complete view of all deals in the pipeline. Review deals in real time. Act swiftly on new opportunities using actionable insights.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Help your entire team find important answers and start making data-driven decisions.
Boost sales with an AI-powered assistant that researches people and companies related to your sales opportunities.
Seamlessly integrate disparate systems and data sources with API-led services and event-based interactions.
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
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Try Financial Services Cloud free for 30 days. No credit card. No installations.
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Learn how Salesforce for financial services empowers customers’ financial success.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Tell us a bit more so the right person can reach out faster.
Learn how Salesforce for financial services empowers customers’ financial success.
Yes. In our investment banking CRM, deal owners and admins have very powerful access control capabilities to ensure that MNPI only reaches the eyes of deal team members that need to know.
Yes, Agentforce Insights scan the open web for articles, press releases, financial filings, and more, to discover relationships that could help connect your company with new prospects.
Yes, our partner Riva integrates with Salesforce's investment banking software and allows us to connect and interact with the Microsoft email and calendar applications.
Investment banking CRM and software streamline client interactions, manage data, and track deals. They aid in client relationship management and deal workflow for investment banking operations.
Investment banking CRM and software enhance client relationships, centralise deal data, streamline workflows, and improve team collaboration, boosting efficiency and deal success.
Consider software flexibility, integration capabilities, user-friendliness, security measures, scalability, and specific features aligning with your investment banking needs before choosing an investment banking CRM solution.
