Concepts for Improving Client Relationships

A "morning coffee" dashboard that highlights everything an investment banker needs to know to start their day. In-flight deals, client activity, promising prospects. This dashboards aims to pull forward the most important insights to kick-start a full day.

Diving deeper into on-going deals, the My Deals view highlights key information about the status, size, scope and deal team. All relevant details to track the status of the deal are highlighted.

One of the key aspects of performing as an investment banker is to know how to match up the right opportunities with the right clients. The Acquisitions filter view makes this easier by having readily available filters in place that allow for the creation of custom watch lists by industry, sector and/or client preference.

On the client level, the system shows an holistic client-intelligence view with the ability for the banking team to add observations and insights that will be ingested and analyzed by the machine learning algorithm.