Perhaps the biggest factor that negatively impacts the business acceptance process is the lack of visibility into matter arrangements early in the client matter lifecycle. Many firms are therefore investing in AI-powered technology to exceed client expectations and ensure profitability.

We discuss the key goals any investment bank or M&A advisory firm should have around investment banking technology for their team, based on the seniority level of the banker.

Briefing Frontiers Legal IT landscapes is here to ask key questions of operational leaders at leading law firms to benchmark both how they plan to transform and the tech required to do so.

FMI Capital Advisors, a subsidiary of FMI Corporation, is a leading investment banking firm. With more than 750 completed M&A transactions, the firm’s industry focus enables it to maximize value for its clients through the firm’s deep market knowledge, strong technical expertise, and an unparalleled network of industry relationships. Prior to implementing DealCloud, FMI Capital Advisors leveraged Salesforce as their deal and relationship management technology. As FMI Capital Advisors is a subsidiary of the consulting firm FMI Corporation, the instance of Salesforce that FMI Capital Advisors used was not configured for the complexities of the deal flow structure of an investment bank, and after attempts to make the Salesforce technology work for investment banking professionals, FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows. Below, we offer an in-depth case study that showcases how FMI Capital Advisors more efficiently managed its pipeline and deal flow  by leveraging DealCloud’s technology.

Learn how Raymond James improved pipeline management and deal flow with DealCloud.

Investment bankers need relationship management technology to overcome their struggles to find and connect with qualified buyers for their clients.

Complex market dynamics demand that modern-day investment bankers and M&A advisors be increasingly agile. DealCloud has all the key features needed in an investment banking CRM!