In the fiercely competitive world of M&A and Investment Banking, your
ability to “add value” to
your client’s aspirations and goals is directly related to how well you know your client.
ability to drive relevance in each client engagement is based on an uncluttered view (of the
client), not handicapped by information silos in your organization, promoting creative
Your CRM needs to rise to the challenge every time to meet this continuous
need for “value add”, aiding the origination of commercially sound ideas and finally aiding
its execution on behalf of the client. We help you drive your client’s success.
Building Trust and Respect is critical
The success factor for a banker is largely driven by the simple question –
“Are you building trust with your client; and gaining his/her respect?” Trust and Respect
must go hand in hand, to create a successful relationship in all circumstances. However, its
importance in M&A and Banking is of paramount importance for a recurring transaction with
the same client.
Your CRM should aid your ability to add real value to each client
interaction. Ensure a wholistic view of the client, built on objectivity, transparency, and
discretion. We make this happen for you!
Build strong relationships to foster recurring business opportunities with the
Leverage historical interactions insights to aid engagements in future.
Leverage strong relationships across teams to boost transaction prospects.
Differentiate between Opportunities & Mandates
Identify opportunities and support your transactions origination process.
Develop granular activity tracking and follow-ups against each transaction.
Seamlessly move a transaction to “execution” mode with a mandate (award) from a
Customizable Transaction Workflows
No two organizations are the same when it comes to workflows.
Our BuildingBlocks approach allows for easy to customize transaction workflows.
Create categories and sub-categories of transaction types and then have execution
stages aligned to each.
Confidentiality within Transactions
Ensuring transaction level secrecy and discretion is critical to your business.
All emails, phone calls, meetings, follow-ups, and related confidential documents
confined to Deal Team members.
Elevated access rights to senior management to maintain oversight across
Insightful Screening/Targeting Capabilities
Leverage client engagement data to drive high quality target lists in transactions.
Improve your prospecting effectiveness when identifying buyers/sellers in a M&A
Leverage historical transaction data to enrich customer insights, to boost deal
Seamless Third-Party Integrations
Email and telephony integration to deliver ease of engagement and follow ups.
Stay tuned for our third-party data aggregator integrations - Crunchbase and
An open architecture Web-API framework to integrate a series of third-party solution
providers within the CRM.
Management Reporting Insights
Dashboards for quick insights and Call-to-Action activities.
Data intelligence and collaboration to drive team level engagement and success.
Customizable reporting templates to facilitate discussions across the business.