Salesforce for Investment Banking
Use Salesforce to improve user experience and increase deal team productivity with key insights.
When making your CRM decision, it’s important to choose trusted technology and a partner that knows your business.
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 Offerings
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.
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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.
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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.
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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.
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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.
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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.
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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.
Investment Banking Solutions
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Salesforce Financial Services Cloud
Powerful workflow tools help investment banking firms operationalize and streamline their processes. Bankers can track deal and investment pipelines with powerful opportunity management features, while action plans help client services and investor relations teams onboard new clients. Relationship modeling capabilities help firms visualize their assets under management and provide a foundation for building custom solutions.
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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 Mphasis Silverline’s marketing automation practice can help.
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Agentforce
Agentforce transforms how businesses automate tasks and engage with customers, combining advanced AI capabilities with Salesforce’s trusted platform. AI Agents can analyze data, proactively manage client requests, and provide personalized service, helping organizations stay informed about market trends and customer portfolio changes in real-time.
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Success after implementation with Managed Services
Many Salesforce customers and consultants focus all of their energy on the initial configuration of the platform but haven’t considered their long-term strategies for continued wins. You might be asking yourself questions like:
- Am I making improvements in value and efficiency throughout the client journey?
- Should I be using AI and automation to decrease operating costs and provide better experiences due to shortened cycle times?
- Am I adopting the right technology changes to keep up with the shift in consumer expectations to greater speed and convenience?
- How do we manage change internally and externally?
Most of the hard work begins after go-live. At Mphasis Silverline, we have years of experience helping our clients thrive after implementation. Learn more about how we can help drive ongoing, repeatable success for your Salesforce Org.
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API-driven integrations power market intelligence insights for StoneX
Mphasis 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.
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The 5 Trends Shaping the Future of Investment Banking
As investment banking 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 walk through each of the top five investment banking trends and beyond so your team can manage the next decade of deal-making.
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