CRM for Investment Bankers to manage deals, opportunities, contacts and much more. Get up to date status on current deals and opportunities.
Drive deal flow, strengthen client relationships, and optimize operations with our industry leading investment banking CRM software.
See a holistic view of your customers and the means to serve them better with a CRM software made for bankers, by bankers. Let's chat today!
See a holistic view of your customers and the means to serve them better with a CRM software made for bankers, by bankers. Let's chat today!
“Strong client relationships directly correlate to business growth and profitability for bankers, insurance agents, wealth managers, and financial services advisors,” says Chuck Schaeffer, CEO of Johnny Grow, a technology consultancy for midmarket clients. “The CRM system that best manages the custom...
Software for investment bankers & M&A advisors. CRM/Deal Pipeline/Deal tracking investment banking software. Add-in allows users to add contacts and firms directly from Outlook to their MadeMarket CRM. Use of add-in requires subscription to mademarket.co. Price varies on number of users and org...
In the quarter Salesforce completedits $27.7 billion acquisitionof team communication app company Slack. Also in the quarter Salesforce announced plans for tools targetinginvestment banksthrough its Financial Services Cloud, and it said it would releaseWork.com softwarefor employee wellness. ...
Manage all company stakeholders, including Directors, Promoters, Shareholders, Investors, Accountants, Investment Bankers, Compliance Managers, and lawyers, with ease. Foundercrate centralizes stakeholder data, making it simple to keep everyone informed and ensuring efficient communication at all levels. ...
aMANY INVESTMENT BANKERS NOW BELIEVE THE BATTLE FOR MEMBERSHIP PF DOMINANT FIRMS IS REACHING ITS CLOSING STAGES. 许多投资银行家现在相信争斗为会员资格PF主要商号到达它的CLOSING阶段。[translate] atemporary no 正在翻译,请等待...[translate] athe finance committee rejected their plan because they said it...
–Politics.Each individual group is often hesitant to share data. For example, an M&A banker might worry that the private bankers would hurt his relationship with a key CEO client. –Budget.Individual groups are usually set up so they’re hesitant to pay for any firm-wide initiatives. ...