Activate Actionable Insights

Enable corporate and investment bankers, compliance managers, and group heads with differentiated insights and compliant deal management. Fuel pipeline, collaborate with deal teams, and get an integrated view of internal and third-party data on a single screen. Plus, share sensitive information securely with the right people at the right time.

Here’s how it works.


Prepare to engage with your client.

Now senior bankers can boost pipeline growth and personalize deal proposals with integrated client insights, complete interaction histories, relationship mapping, and AI-powered recommendations.

Maximize banker efficiency and productivity.

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.

Establish compliant data sharing.

Once a deal has been created, prevent conflicts of interest and ensure that sensitive information is only shared with approved deal team members.

Optimize sales efficiency.

Keep deals moving forward. 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.

See the big picture including a complete view of all deals in the pipeline. Review deals in real time. And act swiftly on new opportunities using actionable insights.

See the solution in action.


What’s included in this solution

Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
CRM Analytics is a mobile app that helps your entire team find important answers and start making data-driven decisions.
Einstein Relationship Insights is an AI-powered research assistant that explores disparate data sources to discover critical relationships and generate insights that help close deals faster.
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.

Implement corporate and investment banking solutions with help from our partners.

Seamlessly integrate data and operational partners for compliant onboarding and views of client funds, financials, meetings, and industry news.



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