Purpose-Built Customer Support for Investment Bankers

From setup to ongoing support, MadeMarket’s purpose-built team has the industry knowledge to meet the unique needs of investment banking professionals.

“Sometimes, new technology can feel complex and out of reach. We see a lot of busy bankers who are a little unsure about learning something new, but I make it my mission to go the extra mile and show them they can.”

–Jessica Velez, Customer Success Associate at MadeMarket

Compared to other platforms, MadeMarket’s business and customer support team is purpose-built around the unique needs of investment bankers. While most CRM companies are focused on a broad variety of use-cases, our product and support teams are grounded in deep industry knowledge and a history of collaboration.

We’ve worked with over 150 investment banks like Eaton Square and Imperial Capital in the U.S. and around the world, helping them transition from spreadsheets and generic CRMs to MadeMarket. With a ready-built platform that’s easier to set up and use, migrating your deals and data to MadeMarket is so much easier than you might think.

With a better understanding of an investment banker’s data, deals, and workflows, our team is uniquely well equipped to handle every kind of onboarding and support challenge your team can think of. From the start, we can help you design your onboarding, data migration, and training processes around your team’s unique needs.

While we offer a variety of customizable features, our platform is designed with powerful data and workflow tools that are ready for investment bankers to use on day one. Though, for the firms that choose to build on MadeMarket with custom features, our industry knowledge and experience help us build them better.

“What’s so different about working in customer success at MadeMarket is just how collaborative and engaged we are with our customers,” says Tim Budas, Head of Customer Success at MadeMarket. “Because of our industry focus, we spend more time learning from their experiences and feedback, turning them into new products and solutions. They learn from us, we learn from them, and we move forward together.”

–Tim Budas, Customer Success Manager at MadeMarket

"Because of our industry focus, we spend more time learning from their experiences and feedback, turning them into new products and solutions. They learn from us, we learn from them, and we move forward together.”

From the top down, everyone at MadeMarket is involved with customer support and success in their own way, and it’s an essential part of our company culture. Instead of an industry supplier, we think of MadeMarket as an industry partner, one that works collaboratively with firms to build solutions around the industry’s unique needs.

“Compared to other industries, our users have a higher level of urgency,” says Tim. “Every component of their work, from relationship data to workflow management, creates so much value. Overall, there’s less room for error and just like them, we need to perform at a higher level. Their standards set our standards and together, we support each other’s growth.”

Beyond our team, we also have a growing platform of interactive training tools and resources to help you and your team keep learning and growing with MadeMarket.

  • The MadeMarket Help Desk is filled with a constantly growing library of how-to guides and easy-to-read feature breakdowns that cover every corner of the platform.
  • MadeMarket 101 is an interactive monthly presentation designed for customers to get to know MadeMarket’s features, where people can ask questions, get support, and connect with our team.
  • Our newsletter is an easy way to stay up-to-date with all of the most important product updates to MadeMarket. It’s where we also share the top valuable articles we produce, alongside those we find from around the web on the intersections of capital markets, tech, and the future of deal making.
  • MadeMarket’s blog is where you can find more helpful articles like this one. Looking beyond any one particular feature, you can also learn more about the way MadeMarket and tech is changing the way bankers and capital markets work.  

To learn more and explore what MadeMarket can do for you, connect with a member of our team to get started with a demo!

Are you a MadeMarket user that needs customer support? Please reach out to us on the app or send us an email at contact@mademarket.co.

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