Category: Investment Banking

CRM for Investment Banking: What should be on your wish list?
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CRM for Investment Banking: What should be on your wish list?

In the fast-paced and intricate world of investment banking, where superior client relationships drive financial transactions and deals, having robust technology to manage and streamline these workflows is crucial to commercial success. A CRM in this space ought to go well beyond what a traditional point-of-sale CRM offers. In this article, we explore how a...

Mastering 5 Prospecting Disciplines for Increased Deal Closures
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Mastering 5 Prospecting Disciplines for Increased Deal Closures

Every business must reflect hard on its sales process and within that its prospecting practices. Effective prospecting is perhaps one of the foundations of any successful B2B sales organization. In the world of financial markets, whether you are a salesperson in institutional stock broking, a M&A or Corporate Finance banker, a Wealth Advisor, or a...

Stagflation Risk and Impact on M&A Deal Flow
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Stagflation Risk and Impact on M&A Deal Flow

There is widespread discussion around the world on the possibility of a severe economic contraction in 2023 across most of the developed world. This time round the severe economic contraction is coupled with record high inflation numbers. Yes, we are indeed living in a world of growing stagflation risk. The pandemic induced liquidity boost led...