Investment Banking
Silverline helps investment bankers use Salesforce to improve user experience and increase deal team productivity with key insights.
Salesforce for investment banking: industry and technology expertise
When making your CRM decision, it’s important to choose technology that’s trusted and a partner that knows your business. At Silverline, our investment banking experts believe that Salesforce has the best tools and user experience to make your deal teams successful across the globe — from junior analysts in the office to sponsor coverage bankers out on the road. Our Salesforce accelerators increase your deal teams’ productivity, drive key insights to your executives, and make sure they’re collaborating to win more mandates and close more deals.
With 10+ years of investment banking projects under our belt, we know the ins and outs of the full deal lifecycle and how to architect your business workflows for Salesforce.
Salesforce investment banking solutions from Silverline
Coverage and Relationship Management
Visualize company hierarchies, coverage teams, and key metrics to get a clear snapshot of your data.
Track who within the firm has the strongest relationships with key nodes in the bank’s network.
Meeting Management and Activity Reporting
Sync and report out on key meetings, action items, and deal interest with intelligent omni-capture tools.
Display Salesforce data in Outlook via collapsible sidebar for cross-platform visibility. Sync events and contacts.
Opportunity and Pitch Management
Track deal ideas from inception to mandate for cross-line of business visibility, planning, and reporting. Assign deal teams to understand at a glance who is responsible for driving pitches forward. Report on staffing needs across the business.
View deal team calendars and overlay key opportunity dates to get a clear picture of opportunity velocity and milestones.
Deal Management
Once deals are engaged, track marketing milestones, financials, activity and more for cross-line of business visibility and reporting.
Track engagement letter terms and expected fees/earnout dates to anticipate invoicing needs and forecast monthly revenue recognition.
Drive increased productivity and compliance, generate client-friendly racetrack reports, working group lists, call logs, and more with reports and document generation tools.
Better understand key client metrics during live deal execution through integration to ERP and expense management systems like Concur.
Channel Marketing
Build and manage subscription and distribution lists. Give bankers access to marketing-approved templates. Track client engagement through landing pages and website visits.
Send announcements to contacts at transaction close. Drive awareness and solicit referrals for similar deals through landing pages and workflow.
Drive alumni engagement and keep the door open for referrals through community access, employee directories, curated news, and more.
Market Data Integration
Design and build next-gen, API-first solutions that are ready for data mastering, data enrichment, scalable analytics, and the next wave of AI- and machine learning-powered insights.
More agile access to new sources of market data helps uncover new relationships, new pitch opportunities, and set the stage for predictive insights about bid multiples and buyer behavior.
Our team connects to common market data providers like CapIQ, FactSet, Pitchbook, and more to help drive value for bankers.
Proven success: API-driven integrations powering market intelligence insights
Silverline designed and built API-driven real-time integration to dozens of trading systems that would become the big data backbone for StoneX’s institutional customers. We also built the necessary integrations to the content management systems that power the client’s industry-leading market intelligence insights.
These integrations now provide customers direct access to their pre-trade market insights, which helps them to make informed trading decisions, as well as their post-trade data about their portfolio exposure margins and statements — and provide tools to execute trades and manage critical details of their institutional accounts.
Read the Story
The 5 Trends Shaping the Future of Investment Banking
As the world continues to change, a few key trends are coming into focus that we’re seeing across the industry and from our clients. In this ebook, we’ll walk through each of the top five investment banking trends and beyond so your team can manage the next decade of deal-making.
Download Now
Continuous Innovation through Managed Services
As your business grows and evolves, your Salesforce Org needs
to do the same. Silverline’s Managed Services gives
you access to a team of highly skilled Salesforce experts.
We can assist with every aspect of your Salesforce journey — from
technical strategy and business alignment to supplementing
your own in-house skills. With hands-on Salesforce support
services, we help investment banks achieve the maximum benefit
from their investment in the Salesforce platform.
Salesforce Marketing Cloud
When done well, marketing automation helps financial institutions grow by automating marketing processes and delivering personalized experiences across channels. But how do you keep up with advancements in technology and make sure you’re getting the most value out of your marketing efforts?
It takes a combination of teamwork and technical knowledge to be able to deliver on this, and Silverline’s marketing automation practice can help.
Learn More
