Salesforce for Investment Banking CRM: Key Pros & Cons

Publish date:

• 29th January, 2026

Investment bankers face a fast-paced, high-pressure environment. They manage complex client relationships, comply with regulations, and seek ways to cut costs. On top of that, they gather data from different sources, protect sensitive information, and make quick, informed decisions. The job comes with a lot of pressure.

The traditional banking model is disappearing. Now, banks are becoming faster, more connected, and focused on what customers want. Banks that cling to outdated systems or view customers in only one way risk falling behind and damaging their reputations.

Outdated systems often hold companies back. They end up with scattered data and lack the AI needed to make better decisions.

CRM now acts like a central hub in the banking sector. It connects data, channels, and teams, allowing for coordinated interactions.

Salesforce offers a reliable CRM tool that companies such as Evercore, TD Securities, and Moelis & Co. trust. Its secure platform helps banks connect with clients, streamline operations, and gain key insights to stay ahead.

Salesforce performs well because it offers strong integration, effective analytics, and key industry features. This success is not by chance.

Salesforce banking solutions help you manage sales, service, and compliance efficiently. As a banking institution, this means you can build your business on a platform that quickly adapts to market changes and meets customer needs.

It is a significant step forward for investment banking. It gives professionals the tools they need to stay competitive and make data-driven decisions.

At Codleo, we see Salesforce as a valuable tool for investment banking CRM. In this blog post, we explain how investment banks use Salesforce. We also examine the benefits and drawbacks of using its standard features versus custom solutions.

In the following sections, you’ll learn how CRM works in banking, how banks use Salesforce, and why they often look to Salesforce for answers to the changes they are facing.

Join us to see how Salesforce can change investment banking for the better.

Why Salesforce CRM is Essential for Banking Success Right Now

If you're still using your old system, it struggles more and more every day. It can't handle your transactions as reliably as it used to. It also struggles with personalization, fast responses, and delivery across multiple channels.

Your clients expect more than just logins and monthly statements. Many of them don’t have time to visit bank branches. They prefer banks that offer connected systems and services, including mobile apps and advisory support.

Salesforce CRM is an excellent tool for banks. It allows them to shift from outdated methods to active, engaging client interactions. Here are a few reasons why forward-thinking banks prefer Salesforce.

• Many banks still use outdated systems that can't keep up with the pace of change. Is yours one of them? These systems were built decades ago, and upgrading them requires significant time, money, and effort. Salesforce offers a more straightforward solution by modernizing customer interactions without overhauling your entire technology stack.

• Customers use different ways to communicate. Whether they text, tap, or talk, your team needs to respond through all these methods without losing track of the conversation. Salesforce CRM helps banks connect their systems and insights so that advisors can see everything clearly and respond quickly.

• Compliance is becoming stricter. Data privacy rules are increasing, and there is more scrutiny. Manual processes and your team's best efforts are no longer enough. Salesforce automates audit trails, stores consents, and simplifies reporting. It allows your employees to spend less time handling paperwork.

• Pushing products annoys clients. Today, success in the banking sector depends on understanding people. Salesforce for banks helps lenders move from a transactional approach to a relational one. It provides AI-powered insights and allows different departments to share customer views.

Overall, Salesforce doesn't replace a bank's core structure. It provides new tools to help you stay relevant, connected, and responsive in your market. Your market rewards those who adapt early.

Why Investment Banks Choose Salesforce: Top Reasons for Superior ROI

For more than 12 years, Salesforce has led the way as a top CRM platform. Many financial services firms choose it because it offers a wide range of products. Salesforce provides tools such as Sales, Service, Financial Services, Experience Cloud, Marketing Cloud, Account Engagement (Pardot), and CRM Analytics. These tools help businesses run smoothly and provide excellent customer service with a strong focus on the client.

Investment bankers like Salesforce Sales Cloud because it is highly customizable, offers strong security, and connects easily with over 7,000 ready-made and customizable applications.

This simple platform helps you manage client data, track deal history, and keep all your communications in one place. It manages deal stages and tasks for you, so you never miss a significant opportunity.

Centralized Data Management

Salesforce Sales Cloud offers a clear view of your business data, including records. It helps you manage deals, build financial models, value your company, and prepare presentations for mergers, acquisitions, and capital raises—all without switching between apps.

It helps financial professionals customize their services, strengthen client relationships, and improve teamwork across different departments. As a result, they gain a competitive advantage.

Salesforce helps you build filters to segment clients. It allows you to create lists for effective communication. You can personalize your outreach and automate follow-ups to keep your relationships strong.

Interaction Tracking

Salesforce helps investment bankers take meeting notes and track action items. It allows them to quickly filter and review past client interactions for a full view of their relationships. It also automatically syncs attendees’ company details from calendars, making event tracking easier.

Users can schedule tasks, set reminders, add connections to marketing campaigns, and view market data for potential deals, all within Salesforce.

Relationship Visualization

Salesforce helps you see which client relationships are strong or weak. It also lets you evaluate team relationships, helping you find the best contacts for essential opportunities.

This solution provides a visual way to see the relationships in a company's hierarchy. It shows how people interact, make pitches, and conduct transactions.

Platform Flexibility

Salesforce provides excellent flexibility, allowing users to customize features and workflows for investment banking and other financial sectors. It makes it easy to scale systems without needing extensive coding.

For example, with some simple changes, Salesforce can help automate and manage commercial lending processes. It can also track sales incentives to monitor the banking team's performance and motivate them. Additionally, it can identify relationships with internal clients and calculate relationship scores.

Security & Compliance

Salesforce focuses on security and meeting regulations. It complies with over 40 international security standards, making it the best choice for those seeking the highest level of IT security.

This CRM for investment bankers provides secure access to activities, deals, information, tasks, and documents. It ensures that sensitive information is shared and protected at the correct times and in the right formats among all stakeholders.

Health checks and multi-factor authentication help protect corporate and client data.

Data Analysis and Reporting

Salesforce products provide real-time analytics that help financial professionals better understand their clients, track market trends, and identify new opportunities. These tools also help identify critical events that may require action.

AI tools like CRM Analytics and Einstein Relationship Insights help you understand customer journeys, revenue, retention, and churn. They present this information in customizable formats.

Salesforce provides customizable reports that present data in simple formats. These reports can be tailored to meet specific needs.

Precise Forecasts & Planning

Salesforce provides quick access to client data, helping leaders make better financial decisions and more accurate budget forecasts. This tool enables executives to forecast income, assess risks, and make necessary adjustments.

It helps create and update personalized financial plans.

Integration with Third-Party Tools

Salesforce users can access over 7,000 add-on products through AppExchange. They can easily enhance functionality without coding. It allows agents to connect solutions for virtual document signing, such as DocuSign, and use email services like Gmail or Outlook. They can also integrate Office 365 or Google Drive.

The platform is flexible and can easily connect with other functions, such as front-office, back-office, and middle-office systems. It helps businesses stay competitive and efficient. It also offers real-time API-driven connections to various trading systems. It creates a strong data framework for institutional clients and content management systems. As a result, clients can access essential market insights before trades and portfolio data after trades.

Regular Platform Updates

Salesforce regularly updates its platform with new features and improvements, including better security. These updates give businesses the latest tools and technology they need to stay competitive.

Trailblazer Community

Salesforce users benefit from the active Trailblazer community. This community includes many partners, developers, and experts who provide support. They share best practices and offer extensive knowledge and resources.

Salesforce Trailblazer Groups regularly host webinars, meetups, and conferences. These events are tailored by role, product, and location. They happen both online and in person to help with learning and networking.

Extensive Educational Resources

Salesforce offers helpful educational resources, including a free learning platform called Trailhead that uses games to make learning fun.

This platform provides many tutorials and guides to help users of all skill levels, from beginners to advanced, improve their Salesforce skills and use the platform effectively.

If you need help with Salesforce implementation, you can find many professional partners who can enhance the platform's capabilities.

Additionally, Salesforce products offer the following capabilities:

• Marketing Cloud Account Engagement (Pardot) helps you send personalized emails to partners, customers, and investors. It does this through automated email campaigns that make your communication more efficient.

• Salesforce Marketing Cloud helps growing financial institutions create personalized experiences. It does this by using advanced marketing tools to reach customers through different channels.

• Salesforce Service Cloud improves investor relations by providing excellent customer service. It helps manage inquiries and requests efficiently and keeps detailed records of interactions. It enables better communication and personalized service.

• CRM Analytics helps you analyze large amounts of due diligence data. It makes it easier to make informed investment decisions.

• Experience Cloud provides investors with a dedicated portal to access their investment information. This feature promotes transparency and builds trust between investors and the platform.

• Salesforce Financial Services Cloud is a customer relationship management (CRM) platform designed for the financial services industry. It offers a range of tools that help banks, insurance companies, and wealth management firms manage their customer relationships, improve their operations, and meet regulatory requirements.

To make the most of Salesforce in investment banking, you need to customize it. The standard version of Salesforce works well for typical sales tasks, such as managing leads and accounts, but it must be customized to meet the specific needs of investment banking organizations.

Salesforce for Commercial Banking: Benefits You Receive

Commercial banking is complex. You juggle multiple accounts, lengthy procedures, strict rules, and clients who expect more than just balance updates. Salesforce makes things easier by helping your teams use data better, see the bigger picture, and collaborate more effectively.

Below, you’ll see the benefits of connecting your banking system to Salesforce.

Your customer relationships feel personal.

With Salesforce, you have more information about your clients. More importantly, you have the right view at the right moment.

It is what Salesforce CRM banking software helps you with:

• Know Your Client. Salesforce provides a clear view of your clients by bringing together all their information in one place. You can see every interaction, transaction, and preference without having to search across different systems. It helps you treat your clients as individuals rather than just case numbers.

• Help People. Data in San Francisco is constantly changing. You can use this data to take action. Personalize your offers, timing, and messaging based on your client’s history and behavior. This way, you send fewer generic emails and have more meaningful conversations with your clients.

• Connect with Clients Anywhere. Today, clients reach out through messages, emails, calls, or tweets. They expect you to see their questions and respond quickly. Salesforce provides tools that help you manage these inquiries and allow your customer support team to reply effectively, whether the conversation starts on a mobile device or in person.

Your operations run smoothly without any hindrances.

With Salesforce, your teams can automate tasks, share insights, and streamline workflows. It makes every step faster. It is how effective CRM in banking should work.

• Keep it Simple. When your customer information is spread across different departments, Salesforce brings it all together in a secure, single platform. Everyone accesses the same information, thereby increasing accuracy.

• Stop repeating tasks. Are you tired of assigning leads manually or copying and pasting data? Salesforce automates these tasks, allowing your team to spend less time with spreadsheets.

• Better Teamwork. Salesforce helps all your teams work together better, whether in retail, compliance, or lending. It connects everyone through shared dashboards, alerts, and task flows. This way, the team stays updated on what’s happening and can make faster, smarter decisions.

• With Financial Services Cloud, onboarding new clients is easier and quicker. You can manage tasks, approvals, and data collection in one place, speeding up the entire process. This quickness is one of the main benefits of using Salesforce for banking.

Data support your decisions.

In banking, good instincts are essential, but using precise data helps you make better decisions. With effective banking Salesforce integrations, your scattered information becomes actionable signals.

You can:

• Stay up to date with Salesforce dashboards. They let you track client behavior, deal activity, and internal workloads, so you can set better priorities and make smarter decisions.

• Use Patterns Strategically. The ecosystem's analytics tools show trends in customer behavior, product performance, and growth across different areas. You can use this information to improve your offers, monitor your employees' performance, and modify your campaigns.

• Plan Instead of Reacting. Salesforce AI solutions help you predict what might happen next. They use past data and your clients' behaviors to identify risks, suggest helpful actions, find chances for cross-selling, and much more.

Your Sales and Marketing Alignment

When sales and marketing share the same signals, your outreach is timely, conversations are relevant, and the transition is smooth. It is one of the main benefits of using Salesforce in the banking and finance industry: it helps teams work together around the same data and customer insights.

So, Salesforce helps you with:

• Effective Campaigns. Have you noticed how generic marketing often sounds like noise? With Salesforce, you can segment your audience by behavior, demographics, and channel preferences. Then you can launch targeted campaigns that will truly resonate.

• Salesforce helps your frontline teams suggest products based on your clients’ life stages, financial goals, or transaction history. It encourages more natural conversations between you and your clients, leading to better engagement.

• Close Deals Easily. Your sales reps can see their pipelines, track deal statuses, and access important documents all in one place. This setup helps them focus on closing deals without wasting time looking for updates.

You receive built-in compliance.

Compliance should not slow you down or exist in a separate system. With Salesforce, you can have both control and flexibility. It is what a strong CRM for banking needs to provide.

• Tools to Protect Your Business. Financial Services Cloud provides features that help you comply with KYC, AML, and other regulations.

• Every action is tracked. In Salesforce, audit trails record all your customer interactions and internal activities. This transparency meets regulatory requirements and helps with operational oversight.

• Salesforce’s system is designed to be both secure and flexible. It uses role-based access controls, data encryption, and authentication protocols to help your bank meet financial compliance standards.

Standard Salesforce CRM vs. Custom Build: Which Wins for Investment Banking?

Investment bankers work in a fast-changing environment. Their tasks include helping companies merge or acquire other companies, raising capital, and managing client relationships.

They need technology solutions that streamline workflows, ensure data accuracy, and keep clients engaged.

Salesforce is a strong foundation for businesses. However, choosing between a standard solution and a custom-built platform can have significant effects.

Here’s a comparison of how different Salesforce versions meet the specific needs of investment bankers.

Standard Salesforce Solution Pros & Cons for Investment Bankers

Standard Salesforce Solution Pros:

• Contact and Deal Management: Salesforce CRM helps bankers manage client and deal information effectively. It allows them to organize client profiles, maintain communication logs, and monitor deal progress.

• Mobility and 24/7 Access: Salesforce enables investment bankers to access critical information anytime, from any device with an internet connection. This ability to work on the go is essential for bankers who are traveling or meeting with clients.

• Collaboration Tools: Teams can work together efficiently by taking notes, tracking interactions, and sharing deal information. Salesforce helps bankers stay up to date on ongoing deals and client communications by being clear and transparent.

• Real-Time Reporting: Salesforce enables bankers to view key information on deals, client interactions, and account status in real time. It gives them quicker access to performance metrics and deal updates, helping teams stay accountable.

• Integration with Marketing Tools: Using email tools such as Pardot enables bankers to send personalized updates and relevant communications to clients. It improves client engagement and retention.

Salesforce Standard Solution Cons:

• Generic Configuration: Investment banking needs specific systems for tracking deals, valuing them, and working with clients. Regular Salesforce handles general customer relationship management (CRM) tasks but lacks specialized tools for complex deals and transactions.

• Overloaded with Unnecessary Features: The standard Salesforce CRM is designed mainly for sales teams. It may not meet the needs of investment bankers. As a result, setting it up can be more complicated, and it may be harder to use.

• Limited Deal Flow Customization: Salesforce CRM does not meet the specific needs of deal flow tracking in investment banking. The deal stages in Salesforce may not align well with the multi-step process bankers use, so it requires more customization to work effectively.

• Limited Client Relationship Tracking: Salesforce can manage contacts, but it lacks sufficient features to track the complex, long-term relationships between bankers and institutional clients.

• Overdependence on the Salesforce Ecosystem: Being tied to the Salesforce ecosystem can limit your flexibility and make you dependent on their updates and changes. However, Salesforce partners like Codleo can help you create a strategic plan that offers greater flexibility. They can design the system so it can work on other platforms if needed, reducing reliance on Salesforce-specific features.

Codleo is your Salesforce consulting partner. We specialize in financial services like capital markets, venture capital, and private equity. Our team will help you overcome the limitations of the standard Salesforce solution.

We will tailor Salesforce to meet the needs of investment banking. It will help you manage large amounts of data and documents efficiently, analyze market trends and company performance for investment advice, create accurate financial reports, and connect your CRM to other platforms.

Our team can set up custom approvals, reminders, notifications, and reports to improve operations.

We create custom web portals using Salesforce Experience Cloud. This approach helps keep costs down by avoiding unnecessary features.

We provide secure, custom self-service portals for investors, lenders, and partners. These portals will have clear hierarchies, sharing rules, permissions, and access controls.

We are improving the portal’s design to make it easier and more enjoyable for everyone to use.

Custom Salesforce CRM for Investment Banking: Pros, Cons, and Key Trade-offs

A custom-built Salesforce CRM for investment banking can be designed to meet the specific needs of investment bankers. It provides tools and features that improve productivity and efficiency.

Custom-Built Salesforce CRM Pros:

• Custom Deal Tracking: By customizing Salesforce, bankers can create a deal-tracking system that fits their actual processes. It makes it easier to manage tasks from due diligence to closing the deal.

• High Industry Fit: This CRM is fully customizable for investment banking, explicitly designed for the fund's business model and operations.

• Advanced Client Profiling: Custom fields and layouts help capture key client details, including investment history, risk preferences, and past interactions. It enables bankers to provide tailored advice and strengthen their relationships with clients.

• Real-Time Valuation Tools: A custom solution can work with financial modeling software to give real-time valuations and deal analysis. It helps users make better decisions and respond more quickly to market changes.

• Integration with Industry-Specific Tools: A customized CRM for investment bankers can integrate with industry-standard tools, such as financial data platforms. It makes it easier to access market data and financial information.

• Scalability for Growing Deal Pipelines: As the bank grows, a custom Salesforce solution can handle more deals and more complex transactions. It helps users work smoothly without confusion or frequent manual updates.

Custom-Built Salesforce CRM Cons:

• Higher Initial Costs: Customizing Salesforce for investment banking can be costly. It often requires hiring specialized developers and consultants, as well as additional licensing fees. However, the long-term benefits usually make these expenses worthwhile, as they lead to greater efficiency and improved client service.

• Maintenance and Updates: Custom-built solutions need regular maintenance, especially after Salesforce updates. It can raise costs, but you can lower expenses by working with a trusted Salesforce consultancy.

• Longer Implementation Time: Custom CRM setups take time. For investment bankers, this means that while the long-term benefits are significant, they may have to wait to see immediate results during the development process.

• Risk of Over-Customization: Customizing Salesforce CRM for investment management too much can make it inflexible. This inflexibility can make it challenging to adapt to new business processes or market changes. To avoid these problems, it’s a good idea to hire experts who can share valuable insights and evaluate existing features. It will help ensure better scalability and flexibility.

• Complex Training Needs: Customizing Salesforce CRM for investment management can make it too hard to adjust. This rigidity makes it difficult to adapt to new business processes or market conditions. To prevent these issues, it’s smart to hire experts who can provide helpful insights and review current features. It will help ensure better flexibility and scalability.

What to Know Before Integrating Salesforce with Your Banking Systems

Integrating Salesforce with your bank’s system requires careful planning. Before you start, take time to review your systems and set a clear direction.

Here’s how to prосееd, step by step.

1. Take Inventory

Start by mapping out your current infrastructure. Make a list of all systems that connect to Salesforce, including your leading platforms, KYC tools, loan origination engines, and customer support apps. Knowing your digital setup is a key first step when adopting a CRM in banking. It helps you avoid problems down the road.

2. Define “Why” Behind the Integration

It may seem obvious, but you need to set clear integration goals. What do you want Salesforce to help your bank achieve? For example, you can sync information between departments, show full customer details in profiles, or automate compliance workflows. Make sure each goal is specific and measurable.

3. Catalogue Your Data

Decide what types of information will go through Salesforce. It often includes customer profiles, transactions, account histories, and credit scores. Next, group this data by how important or sensitive it is, and how frequently it will be used.

4. Don’t Skip Regulatory Check

Don’t forget about your сompliance and security nееds/obligations. Your integration must comply with internal protocols and numerous regulations (GDPR, AML directives, PSD2, and more). So, engage your Risk and Legal teams. They will ensure your CRM software for the banking industry stауs fully соmpliant.

5. Choose Salesforce Clouds

Understand which Salesforce рroducts optimally fit your use case. Financial Services Cloud is best suited to the banking sector. But Service Cloud, for example, may also help your customer support team a lot. So, take time to pick the tools for your different departments.

6. Select Your Integration Approach

Will you use APIs, integration layers, or another method? Your choice depends on your system’s architecture and the level of scaling you want. MuleSoft offers strong API management for Salesforce banking solutions, but middleware or custom connectors might work better if your setup is more straightforward.

7. Prepare Your Data

Before you import any data into Salesforce, clean, validate, and standardize it. It means removing duplicates, fixing formatting issues, and checking that all entries are correct. If your data is messy now, it can cause bigger problems later.

8. Partner with Experts

We recommend working with a team that knows how to connect banking systems with Salesforce. Your implementation partner should understand both the regulatory environment and the usual setup of financial institutions. Their experience will help protect your project.

9. Test It Thoroughly

Build your phased rollout strategy. Use sandbox environments for testing. Train your end users. And post-go-live, monitor performance to catch and correct any early issues. All these are critical.

Salesforce in Banking: Practical Use Cases

Every interaction in banking is essential, whether it’s a quick service request or a long-term investment conversation. Salesforce helps banks of all sizes work faster and stay organized. Here’s how financial institutions use Salesforce in their daily operations, from retail to corporate and private banking.

Retail Banking: Improved and Quicker Service

Retail banks have the largest customer base but often use outdated, disconnected systems. If you work in this area, here’s how Salesforce can improve retail banking:

• Client Data in One Place. Your client's transaction history, preferences, and service requests are accessible from a single dashboard. Using them, уour staff respond faster and offer more relevant help.

• Personalized Outreach. Marketing Cloud enables tailored communications for onboarding, product education, and account alerts. It eliminates generic blasts, most of which your account holders usually ignore.

• Case Management. Your customer service teams can manage requests from email, phone, and chat all in one place. This consistency helps you keep more clients.

• Third-Party Integrations. Salesforce connects with external apps, from regulatorу рlatforms to fraud detection and anti-money laundering tools. It streamlines compliance and helps you spot issues еаrlу.

Commercial and Corporate Banking: A More Robust Strategy

Relationship managers in commercial banking often handle large portfolios with complex needs. If you work in this field, Salesforce helps you serve these clients more efficiently.

It provides:

• Deal Tracking and Pipeline Visibility. You can significantly reduce lost opportunities. Employees and executives can see deal stages, decision-makers, and upcoming renewals.

• KYC and Relationship Hierarchies. Know Your Customer (KYC) data is included in the portfolio view, along with legal entities, ownership structures, and account hierarchies. It gives you a more complete view when managing complex relationships.

• Collaboration Tools. Shared notes, automated reminders, and integrated calendars help keep your Sales, Legal, and Compliance departments in sync.

• Risk Signals. SF’s AI-driven analytics help you spot changes in account activity so you can act quickly.

Wealth and Private Banking: Reliable Guidance

High-net-worth clients expect proactive service. Salesforce gives you tools to help your advisors stay informed, responsive, and strategic.

What you count on:

• Portfolio-Level Overviews. Your advisors get a single view of assets, household structures, and all interaction points, giving them the whole picture.

• Goal-Based Engagement. Salesforce supports financial planning for life milestones like retirement, education, and succession, and it tracks progress along the way.

• Compliance Readiness. Any аctivities, disclosures, and client communications are automatically logged and time-stamped.

Mortgage and Lending: Clear and Transparent Lending Processes

If you work in this area, you know your borrowers expect quick decisions. As a lender, you need to meet these expectations while also managing risk.

Mortgage and lending banks use Salesforce to speed up workflows in their lending pipelines by:

• Seeing End-to-End Borrower Paths. Salesforce tracks every interaction, from your client’s first inquiry to the final approval given by your executive.

• Task Аutomation. It reduces your manual work by automating notifications, document requests, and approval routing.

• Pipeline Forecasting. Your planning gets more accurate because you can quickly see the deal volume, timelines, and capacity.

How Codleo Can Help Investment Bankers with Salesforce Customization

We have over 12 years of experience creating effective solutions using Salesforce. We have worked with key Salesforce products since they started, so we understand the platform and how it can grow and change.

Codleo is a top Salesforce Consulting Partner, recognized as a Platinum partner. We have over 70 certified experts, including Salesforce consultants, developers, solution architects, business analysts, and QA professionals. Our team will help ensure your platform runs smoothly.

We are based in India and have a presence worldwide. We offer flexible onshore and offshore engagement models to meet our clients' needs, making it easy and cost-effective for them.

We have substantial experience in Salesforce development for capital markets, investment banking, venture capital, and private equity. This expertise is evident in the successful results we have delivered for our clients.

Investment bankers can improve their customer experience by using Salesforce and Codleo. It allows them to spend more time on revenue-generating activities and less time on manual data entry. By doing so, they can discover new growth opportunities.

Codleo will customize Salesforce for investment banking professionals to easily:

• Automatically capture data from emails, calendar invites, and meetings. It helps maintain complete and accurate records and enables better analysis of network data to identify key connections for closing deals and identifying potential co-investors or reinvestors.

• Track investors, related accounts, key contacts, distribution lists, and third-party consultant affiliations all in one platform – Salesforce.

• Replace manual Excel reports with Salesforce’s strong reporting and dashboard tools. Set up built-in analytics for better insights into sales and marketing performance.

Is your investment banking firm outgrowing its current Salesforce setup? Book a free CRM consulting call with us. We can help you build a Salesforce solution tailored to your needs.