- Manual work is becoming unsustainable. MadeMarket replaces manual data entry and scattered spreadsheets with automated, centralized workflows—saving users over 200 hours per year and accelerating execution across every deal.
- Advanced analytics are becoming essential. Built for investment bankers, MadeMarket surfaces the relationship, pipeline, and performance insights that matter most—right out of the box—helping your team make faster, more informed decisions.
- Remote and hybrid work are here to stay. With collaboration tools designed for remote and hybrid work, MadeMarket keeps deal teams connected, aligned, and accountable—no matter where they’re working from.
- Clients expect faster, more personalized service. From polished, auto-generated reports to real-time relationship tracking, MadeMarket helps bankers deliver a faster, more personalized client experience that stands out.
- Tech needs to scale as your firm grows. As your firm grows, MadeMarket grows with you—no costly rebuilds, no generic feature bloat—just continuous innovation purpose-built for investment banking.
In an increasingly fast-paced, tech-driven deal environment, staying competitive means staying ahead. For investment banks, that requires more than legacy systems and spreadsheets—it demands a platform built for what’s next. MadeMarket’s purpose-built CRM empowers firms to future-proof their operations, combining powerful automation, real-time insights, and scalable infrastructure tailored exclusively for investment bankers. Here’s how.
Automation and Efficiency
Manual data entry and scattered information slow teams down. MadeMarket replaces outdated workflows with a centralized platform purpose-built for bankers, helping firms collect higher-quality data, faster. With intuitive tools designed around the metrics that matter most to dealmakers, users can easily capture and access up-to-date information in real time about their deals, projects, and relationships.
Whether you’re updating your tracking log (12X faster), building buyers lists (10X faster), or sending process emails like NDAs and teasers (20X faster), MadeMarket empowers your team to move at the speed of the deal.
Altogether, users save over 200 hours per year on manual data entry alone. With better data built around faster workflows, MadeMarket helps teams do their best work, faster, to close around one additional deal each year for every five MDs on your team.
Also read: How to Close More Deals Faster with MadeMarket as an Investment Banker
Data Analytics and Predictive Insights
In today’s data-driven capital markets, advanced analytics are no longer a luxury—they’re a competitive necessity. But for investment bankers to unlock the full value of these technologies, their CRM needs to do more than just collect and protect high quality data. It has to organize and analyze it in ways that align with the way bankers think, work, and win mandates. That’s where MadeMarket excels.
Our platform is purpose-built to surface the insights that matter most—from relationship strength to pipeline performance—right out of the box. With Relationship IQ, bankers can instantly identify the strongest connection to a target by analyzing firmwide communication, engagement, and deal history.
Automated reports make it easy to generate client-ready materials and internal updates in seconds—no formatting or last-minute data pulls required. And when it comes to tracking performance, MadeMarket empowers firms with real-time visibility into their most important pipeline and workflow KPIs. That means stronger decisions, sharper execution, and a more intelligent way to grow.
Remote Work and Digital Collaboration
As younger professionals increasingly expect flexible work environments, investment banks need to modernize how teams communicate and collaborate—without compromising speed or accountability. That’s why MadeMarket was designed with remote work in mind.
Our collaborative dashboards and built-in project management tools are purpose-built for banking workflows, making it easy for teams to stay aligned whether they’re in the office, across town, or across time zones. With everything from deal status updates to task assignments organized in one centralized platform, MadeMarket enhances transparency, improves collaboration, and promotes accountability at every level of the firm.
No more disconnected spreadsheets or buried emails—just a real-time view of every task, project, and transaction. By giving deal teams the structure and visibility they need to operate efficiently from anywhere, MadeMarket ensures that bankers stay connected and in control.
Evolving Client Expectations and Growing Competition
Today’s clients expect more—from faster updates to deeper insights and a more responsive banking experience. In a competitive landscape where differentiation matters, MadeMarket equips bankers with the tools to exceed expectations and stand out. Our platform makes it easy to find the right information fast, so you’re never caught off guard in a client conversation.
With auto-generated reports up to 15X faster, teams can deliver polished updates with speed and consistency. Relationship tracking features help bankers better understand each client’s needs and engagement history, enabling more targeted outreach and stronger connections. And with built-in communication and project management tools, your team can collaborate and communicate directly within the platform, ensuring everyone stays aligned and nothing falls through the cracks. In short, MadeMarket helps you operate like the modern, client-first bank your clients expect.
Compliance and Security
With rising data privacy standards and stricter regulatory expectations, investment banks can no longer afford to rely on generic platforms or spreadsheets that weren’t designed with compliance in mind. MadeMarket delivers enterprise-grade security and compliance features tailored to the needs of financial professionals.
By eliminating data silos and centralizing deal and relationship information on one secure platform, firms gain tighter control over their most valuable data. Built-in audit trails ensure a complete record of changes and activities, making it easy to track who did what, when. At the same time, granular access controls allow firms to manage permissions by user, team, or deal—so sensitive information stays protected and only reaches the right people.
Compared to tools like Excel or generic CRMs, MadeMarket dramatically reduces both risk and complexity, helping firms stay compliant, secure, and confidently in control.
Scalability and Future-Proof Technology
In an industry that never stops evolving, investment banks need more than just a platform—they need a partner. Unlike generic CRMs that require costly customizations and frequent updates just to keep up, MadeMarket is purpose-built to evolve alongside the investment banking industry.
Our platform is constantly growing with new features and improvements shaped by close collaboration with our clients. That means you don’t have to worry about falling behind—we’re already building what’s next. By focusing exclusively on investment banking, we deliver only the innovations you need, without the clutter of features built for unrelated industries. Whether your firm is scaling up, expanding geographically, or simply adapting to new market realities, MadeMarket provides the infrastructure to grow with you—securely, intelligently, and without disruption.
