Salesforce asked deal teams in M&A, capital raising, and corporate restructuring across the corporate and investment banking industries about the unique challenges they face today. Drawing on these conversations and our strengths as the leader in customer relationship management, Salesforce developed Corporate and Investment Banking for Financial Services Cloud. Our platform can help bankers develop a digital-first framework by leveraging in-house and third-party data to uncover new opportunities, streamline operations, and strengthen your team’s agility.
The cloud-based platform is purpose-built for the needs of corporate and investment bankers. It combines a scalable framework that is designed specifically for M&A advisory and capital-raising while providing flexibility to adapt to the nuances of your team’s workflows and target markets.
Our platform is designed according to the stringent regulatory requirements of the corporate and investment banking industry. This allows deal teams to efficiently and compliantly share knowledge and manage prospects, clients, targets, and partners across the pitch and transaction lifecycle. Bankers can source new deal opportunities with a fuller, richer understanding of clients—from their growth trajectories to their need for capital and strategic partnerships. Once the mandate is won, a 360-degree view of complex information, structures, and relationships allows bankers to predict behavior and uncover unique insights about market dynamics — all while navigating the industry’s compliance restrictions.
Salesforce’s Corporate and Investment Banking for Financial Services Cloud fuels productivity for every member of the deal team and makes it easy to build and execute a timely, efficient, and compliant service-delivery model. This allows dealmakers to focus on what they do best: generating, building, and nurturing client relationships.