Origination of new mandates

Investment banks: Offer an opportunity identification service to your customers and prospects.

Sourcing opportunities for business acquisitions and disposals
01.

Easily register a company in the "Futures" application

Activate the services you wish to offer to your customer or prospect:

  • Position creation.
  • Alert settings.
  • Identification of new entrants.
CRM digital investment banking
investment banking web portal
02.

An extranet web portal to your name for each customer and prospect

  • A web portal dedicated to your brand
    Your customers and prospects have instant access to opportunities offered by the marketplace, in line with their activities and needs.

  • Access to opportunities
    The company has access to identified and potential counterparts for each of its position.

  • Discovery of new entrants
    New entrants can indicate new products and services, new behaviors, new business models, etc. to fuel thinking and build a relevant strategic roadmap.

03.

Oversee your prospects' and customers' interest marks

  • Identify opportunities that catch the attention of your customers and prospects.
  • Discover which priority projects catch attention.
Identify opportunities for business acquisitions and disposals
Identification of business acquisition and disposal projects
04.

Convert interest marks into new missions

  • Centralize the processing of exchanges with your customers and prospects on their interest marks.

  • Organize the agenda of the team’s next actions.

  • Propose the conversion of interest marks into real missions.

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