Banking, M&A, Advisory

Close more deals with data-driven customer engagement

Engage your customers with intelligent insights, custom workflows, focused prospecting within and outside your contact circle; while ensuring confidentiality and discretion.

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Efficient knowledge management

Create a central repository of all customer engagements and interactions and remove information silos. Boost deal/transaction level success rates by enabling collaboration across the board within the organization.

Intuitive and custom workflows

As a CRM for Investment Banking and Advisory we bring deep understanding of your business processes. When it comes to capital markets deal-making, our intuitive and easy to customize workflows help you maintain deal level discipline and collaboration with all deal participants, including counterparties.

Native integration with third party applications

Embedded user experience when it comes to integrating your mails, contacts, cloud storage, virtual meetings, click-to-call, and third-party data and newsfeeds; we bring you enormous productivity with total ease. We bring you a versatile lead-gen extension that allows you to boost your outreach and networking abilities to drive deal-level success.

Intelligent prospecting capabilities

As an investment banker focused on M&A transactions, the prospecting process to find buyers or sellers of an asset defines a lot of your success. We help you drive a targeted and intelligent prospecting lifecycle with a sole aim to boost your deal success rates.

Smart targeting based on interactions history

Your clients share useful insights with you on their priorities and interests, including feedback on opportunities. Yet, your technology fails to allow such intelligence to drive your future engagements with them. We bring you greater focus and curation capabilities to raise your quality of engagement.

Performance tracking & reporting

Built for decision makers who need actionable intelligence on a timely basis; benefit from our innovative dashboarding and reporting capabilities. We truly believe no two organizations are identical and hence believe in driving a closer engagement to meet your reporting needs.

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Thought Leadership