INVESTMENT BANKING

Investment Banking continues to be intensely competitive at a time of increased scrutiny in the areas of compliance, efficiency and profitability. Coupled with the growth in financial products and general market volatility, it is increasingly hard to build and retain profitable long term client relationships.

Infinity’s CRM solutions for Investment Banking meet this challenge, providing a complete picture of a client, seamless coordination between areas of the firm (e.g. research and sales), and increased efficiency in multiple areas such as origination, structuring and syndication. Infinity’s CRM solutions for Investment Banking are comprehensive solutions that is enabling numerous companies to identify and grow the loyalty of their most profitable clients.

With Infinity’s CRM solutions for Investment Banking, you can focus on profitable relationships and increased returns:

•	Improve collaboration and streamline communication by consolidating and sharing client, prospect, deal and trading information in a centralized database
•	Immediately access critical and accurate information about clients such as what their following, what they're trading, what research they get, and what long term capital needs they  have
•	Increase client satisfaction and retention by providing more personalized information in a faster way and by ensuring proper coverage
•	Boost productivity by eliminating tedious paper-based administration and automating the  delivery of customized services
•	Efficiently manage compliance by instantly generating key reports

Investor Relationship Management Features:

•	Organization, Contact, and Deal Tracking to enable you to see everything about your clients
•	Coverage and Associations module to track who inside and outside your firm is working with a client
•	Award-winning Contact Management to track all activity so nothing falls between the cracks
•	Powerful Queries and Look-ups for profiling and segmentation
•	Automated Business Processes (e.g. Research selection and distribution management) to eliminate unnecessary administrative work

Full System Integration:

•	Fully integrated with Outlook and the Microsoft Office Suite makes our solution intuitive from users
•	Mobile solutions for PDAs and laptop synchronization
•	Ability to integrate information from other production systems, e.g. daily trading volume for sales  and trading