• MadeMarket’s purpose-built platform lowers the costs of transition by making it easier to set up and use.

• Our purpose-built features save teams thousands of hours per year while helping them close more deals, faster.

• In an increasingly competitive and technology-driven environment, the leading investment banks are more agile, data-driven, and interconnected. To keep up and get ahead in this environment, spreadsheets alone aren’t enough.

At MadeMarket, we’ve empowered hundreds of investment banks like Imperial Capital, Dresner Partners, MTS Health Partners, and Atlas Technology Group. Started by an investment banker who was fed up with the status quo, we are the only CRM that’s purpose-built around the unique needs of investment banking professionals. We also know a lot about the challenges and best practices that come with switching from one CRM to another.  

While switching to a new platform is harder in the short term than keeping the one you have, over time, the costs of working with the wrong platform are much higher. From redundant work and inefficiencies to burned-out teams and missed opportunities, managing your business with the wrong tools can drive up the costs of almost everything you do.

In an increasingly competitive and tech-driven capital markets environment, dealmakers working without the right CRM are operating at a disadvantage to their tech-enabled competitors.

With MadeMarket for example, the average user can save over 200 hours per year on manual data entry alone, while firms can close one additional transaction each year for every five managing directors on average.

In this article, we’ve organized some of the most important reasons why we believe that switching to MadeMarket is not only worth it but also much easier than you think.

Compared to a generic CRM, MadeMarket’s purpose-built platform lowers the costs of transition by making it easier to set up and use.

A ready-built platform

In contrast to MadeMarket, most generic CRMs are built for a variety of industries. As a result, they often require a large amount of customized features to meet the needs of different customers. This process of customization is often time-consuming, costly, and complex.

In contrast to a generic CRM, MadeMarket’s intuitive platform is ready-built around the unique data and workflows of investment banking professionals. While we offer a variety of customizable features, our platform is designed around your deals and relationships, with powerful data and workflow tools that are ready to use on day one. And for the firms that choose to build on MadeMarket with custom features, our industry knowledge and experience help us build them better.

Intuitive and easy to learn

While the business case for the right CRM is straightforward, some firms struggle to get their teams to use their new CRM because they choose a generic one that’s difficult to use.

Working with a more intuitive platform, firms that switch to MadeMarket are able to train their teams quickly to get up and running faster. Designed to help bankers easily find answers to their most important deal, project, and relationship questions, MadeMarket helps firms lower the costs of transitioning by helping them get the most out of their new CRM easily.

Resources and support backed by experience

We also offer a variety of services and free resources to help firms migrate their data, set up their platform, and quickly train their teams. Unlike other CRM providers, our resources and support are grounded in the expert knowledge we’ve developed by working exclusively with investment banking professionals.  

‍MadeMarket’s purpose-built features save investment bankers countless hours per year while helping them close more deals, faster.

With automated and easy-to-use data-entry tools, our platform helps users save hundreds of hours per year by making it easy to capture large amounts of high-quality deal, relationship, and business data.

With larger amounts of high-quality data stored on a single, more accessible platform, MadeMarket empowers your team with game-changing insights into your deals, performance, and relationships.  

Paired with powerful and collaborative workflow tools to help your team move faster with clarity, MadeMarket is built to optimize your workflows throughout every stage of a transaction.

From building client reports 10X faster to sending and managing your transaction emails 20X faster, MadeMarket helps firms discover and close more deals every year.

In an increasingly competitive and technology-driven landscape, the leading investment banks are more agile, data-driven, and inter-connected. To keep up and get ahead in this environment, spreadsheets alone aren’t enough.

While switching from one platform to another might seem like a challenge in the short term, MadeMarket helps firms simplify the process of switching, while providing the best ROI for investment bankers.  

Much like in any M&A process, fit matters. When the gap between what you need and what another company has to offer is too large, complexity increases and budgets balloon. That’s why it’s so important to choose the right CRM. One that’s uniquely built for investment banking professionals. And that’s exactly why we built MadeMarket.

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