Drive deal flow, strengthen client relationships, and optimize operations with our industry leading investment banking CRM software.
CRM for Investment Bankers to manage deals, opportunities, contacts and much more. Get up to date status on current deals and opportunities.
Tier1 Financial Solutions provides investment banking and capital markets CRM solutions, compliance and fraud prevention software services and more.
Berkery Noyes “is an independent investment bank that provides mergers and acquisitions advisory and financial consulting to middle-market entrepreneurs in the global information software, marketing services and technology sectors.” According to CTO Keith Lubell, As a bank, since our clients are innov...
Shares of the American cloud-based software company have jumped 29.7% over the past year. (See CRM stock analysis on TipRanks) GM of Salesforce Jujhar Singh said, “With Corporate and Investment Banking for Financial Services Cloud, we are providing bankers new ways to build a...
Developing a plan for acquiring and disposing of short-term or long-term investments is essential to investment management. Banking, budgeting, andtax servicesare also included within its scope. Individuals and institutions can use investment management services with specialized solutions available. Somefi...
Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps finance and banking professionals perform data analysis and create presentations. The platform enables managers to standardize documents and ...Read moreabout Macabacus ...
Investment banking summer internships typically span 9–12 weeks, with the core “intensive period” lasting about 10 weeks following initial onboarding and training. The experience begins with orientations, often accompanied by guest speaker events and intern mixers to facilitate networking. ...
Technology Holdings a leading global boutique investment banking firm, providing M&A services exclusively for Technology Services, BPM, Consulting, Technology & Healthcare
The technology that has forced other industries to completely overhaul their business models is now being brought to bear on the world of investment banking. The time for digital adoption is now.