CORPORATE AND INVESTMENT BANKING
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.
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.