• From painstaking inefficiencies that chip away at margins and morale to lost deals and missed opportunities, over time the costs of working without the right CRM add up.
  

• Through the workflow efficiencies alone, MadeMarket helps firms generate cost savings of up to 5% of their annual revenue with unique tools that increase productivity.
  
  
• With better deal and relationship data alongside advanced analytics, MadeMarket helps bankers expand their funnel and increase conversions to source and close up to one additional transaction per year for every 5 MDs.
  
  
• Altogether, the average firm that upgrades to MadeMarket can generate an ROI of roughly 3000%.

Shifting gears from deal sourcing and client service toward building and integrating great tech is hard.Moreover, most CRM companies focus on building general-purpose products for a wide variety of use cases, and don’t understand the unique needs of investment bankers and capital markets professionals. Trying to be everything to everyone, these generic CRMs are often expensive to integrate and difficult to use.

Caught between the high costs of a generic platform and the challenge of reinventing the wheel with an in-house alternative, most investment bankers struggle to find an optimal solution.

What’s a purpose-built CRM and what makes MadeMarket different?

Offering a better alternative, purpose-built CRMs are designed around the unique needs of specific industries, making them easier to set up and use. Instead of starting with a relatively blank slate that requires heavy customization and training, purpose-built CRMs are often more intuitive and ready-built around an industry’s unique data and workflows.

Started by an investment banker who was fed up with the status quo, MadeMarket is the only purpose-built CRM designed around the unique needs of investment bankers and capital markets professionals.

“A lot of our customers that switched from other platforms often say the same thing,” says Brandon Ducharm, Co-Founder and CEO of MadeMarket. “They say that we just get it. Talking with us and solving problems with us is so much easier for them because no other CRM provider understands their needs better than we do.”

Without the right CRM in an increasingly competitive and tech-driven capital markets environment, firms are operating at a competitive disadvantage.

Whether you’re using Excel or a generic CRM, manually logging deal, relationship, and project management data requires countless hours of tedious work which is why so many teams struggle to do it well.

As a result, valuable information is often siloed with individual bankers. While some information floats unsecured between people and platforms, the data that’s collected is often inconsistent, inaccurate, and incomplete.

Over time, this leads to slower decision-making, missteps, and missed opportunities, while increasing the amount of time it takes to complete data-oriented tasks like building a buyers list or sending a client report.

Chipping away at margins and morale, these tasks are made even more difficult by the fact that many platforms keep data and project management workspaces separate. Meanwhile, those that don’t, aren’t designed around the unique workflows of investment bankers. Ultimately, when a firm’s data and workflows aren’t organized onto a single platform that everyone can easily use, people and information become disconnected from each other and harder to manage.

Generic platforms like these, with only basic data analysis tools, also leave countless insights about relationships and deal flows hidden from view while placing hard limits on what firms can accomplish with advanced analytics and artificial intelligence due to the poor quality of their data. Over time, the shortcomings of spreadsheets and generic CRMs leave bankers with an incomplete view of their relationships, projects, and deal flows. Altogether, these costs make it harder for investment bankers to discover and close more deals, putting them at a competitive disadvantage to their tech-enabled competitors.  

‍MadeMarket is intuitively designed around an investment banker’s data, relationships, and workflows to help you discover and close more deals, faster.

Ensuring that valuable information is accurately logged and protected, our simple and automated data-entry tools are designed around a banker’s relationship and deal flow data to help your firm efficiently organize and collect more of it.

Tracking every email, NDA, pitch meeting, and more, MadeMarket organizes this data into a variety of real-time updates, project dashboards, and deal flow reports that give you enhanced visibility across all of your deal and project workflows.

Building on better data, MadeMarket also offers a variety of advanced analytics tools that make it easy to discover and share critical insights about deals, relationships, and operations. From finding the best introduction to a new opportunity with Relationship IQ to helping you monitor and improve your pipeline KPIs, MadeMarket’s data analytics tools are ready-built to provide actionable insights on day one.

Altogether, these tools help teams dramatically decrease the amount of time they spend on data-oriented tasks while helping bankers find better answers faster to their most important questions.

At the same time, by organizing this data alongside a suite of project management tools, MadeMarket streamlines every stage of an investment banker’s workflow while making it easier for people to collaborate and connect, all in one place.

Altogether, by giving teams more time, new insights, and the tools to act faster, together, MadeMarket helps bankers discover and close more deals, faster.

Looking at the workflow efficiencies alone, MadeMarket helps firms generate cost savings of around 5% of their annual revenue. Through all of these combined benefits, MadeMarket helps bankers expand their funnel and increase conversions to source and close up to one additional transaction per year for every 5 MDs.

• ‍‍Users can send process emails like NDAs, teasers, CIMs, or destroy letters up to 20x faster with easy-to-search and build contact lists alongside advanced email campaign features.
• By automatically logging deal updates through your email and calendar without having to open your CRM, teams can update their tracking logs up to 12X faster.
• With one-click auto-generated client reports, users can build and share reports up to 15x faster.
• Similarly, building a buyers list is easier too with contact and list-building tools that make it up to 10X faster.
• Altogether, individual users like junior and mid-level bankers can save over 200 hours per year by making a variety of data, client research, outreach, and project management tasks up to 85% faster.
• Altogether, the average firm that upgrades to MadeMarket can generate an ROI of roughly 3000%.

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