Practical insights for professional services firms
Stephens bankers recognized they needed a highly configurable platform that could be customized to fit the firm’s specific deal and relationship management processes, which led them to implement DealCloud.
KPMG Corporate Finance in the U.K.
As the leading mid-market M&A advisor in Europe, transacting more deals per year than any competitor, the KPMG CF team knew it was important to utilize a technology tailored specifically to the needs of M&A processes — technology that would centralize and democratize...
Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution
Raymond James needed to find a configurable, enterprise-grade system that could be used across the entire investment bank and act as the central hub for all deal and relationship management.
DealCloud Technology Addresses Unique Financial and Deal-Making Needs of Cassel Salpeter & Co.
This boutique investment bank was seeking the right CRM solution to fit its unique needs.