Build strong relationships with Investment Banking CRM Solutions by Infinity Info Systems.
Whether it's M&A, advisory services, financial restructuring or financial opinions, deals are the lifeblood of your business. The rising number of boutique and mid-sized Investment Banks, however, has lead to increased competition and a "deal crunch," making deals harder to source.
In order to compete in this economic climate, your firm needs to build strong relationships in order to source and close more deals. Infinity's Investment Banking CRM Solutions will help you and your team close deals by securing, retaining and servicing your prospects and clients better than ever before by:
Centralizing and consolidating your client information into a single, organized data source including notes, documents and activities. Answer your clients' questions quickly and efficiently in a few clicks or less.
Rapidly creating a deal profile containing financial information, due diligence, type of engagement, internal coverage representatives, etc.
Quickly segment and query your database by any criteria to:
Provide targeted call and prospect lists making it easier to find a buyer.
Perform personalized mail merges using the existing technology to keep prospects and clients more informed to drive more deal flow.
Integrating and uploading your data from Capital IQ, BigDough, Hoover's, OneSource and many more.
Efficiently and accurately produce reports in seconds, including Deal Pipeline (by segment, deal type, size), Deals Shown versus Deals Won, Top Referral Sources, Due Diligence and more.
Infinity's Solution for Investment Banking
Works the way you do - Infinity's CRM Solutions for Financial Service Firms offers intuitive integration with the Microsoft Office suite of programs that your team uses day in, day out, including Outlook, Excel and Word. This helps to ensure high end-user adoption rates.
Works the way your business does - Infinity's Investment Banking CRM Solutions offers a wide variety of configuration, rich customization and extensibility features that allow for an enhanced custom fit for your investment bank's unique requirements. You won't have to wait months for the next release of our product to get the features you want.
Works the way technology should - "Freedom of Choice" enables multiple deployment options including on-premise, partner-hosted, and CRM Online. Infinity's Investment Banking CRM Solutions is a highly flexible system that can grow and change alongside your business. Infinity offers flexible payment structures to meet the capital needs of your business.
