Financial services | Salesforce for Corporate and Investment Banking

Helping deal makers work better, faster and smarter – all while increasing deal flow

 

Salesforce solutions, backed by KPMG know-how and experience, can help deal makers work better, faster, and smarter — all while increasing deal flow.

Ask any investment banker: managing deals takes a lot of work and time — days filled with a stream of emails, calls and back-to-back meetings, followed by long evenings and weekends working through a mountain of research, analysis, planning, correspondence, client interactions, deal team meetings, statements, reports, and business filings.

Many investment bankers and their colleagues still use traditional tools like spreadsheets, word processing programs, point solutions, or homegrown applications to manage their deal lifecycles. Unfortunately, most of these tools were and are not designed for facilitating the dealmaking lifecycle. Using them to manage the thousand and one details of a fast-moving deal can be time consuming, laborious and sometimes counterproductive. With multiple teams working on many activities at the same time, no one has a single, shared view of deal activities and progress. This can result in redundant efforts, a lack of coordination among dealmakers, and missed investment banking opportunities.

In addition, the sheer size and complexity of deals can lead to security and compliance issues. Sensitive information needs to be accessed, shared, and protected among stakeholders at precise times and in specific formats.


Michael Herman

Michael Herman

Principal, Advisory, Customer Solutions, KPMG US

+1 212-954-3898

Salesforce for deal management



 Salesforce for deal management


As a recognized leader in customer relationship management (CRM), Salesforce is a familiar name in the banking sector. At the same time, investment bankers are discovering that Salesforce Corporate and Investment Banking for Financial Services Cloud can help increase both their deal flow and competitive advantage in deal management.

The Salesforce platform aligns in several critical ways with the lifecycle of a deal. As any investment banker knows, deal making, like CRM, is all about people — their roles and responsibilities, how they work, the trust they build with clients, and the information they need to do their jobs efficiently and effectively. With Salesforce as an engagement platform, every person who touches a transaction can work together and be properly supported. The platform provides a deal-specific, integrated view of personas found in various teams, helping to map, monitor, and manage a person’s journey during the deal lifecycle and manage voluminous and often inefficient data processes.As a deal moves forward, Salesforce collaboration tools provide teams with integrated deal management capabilities. Team members are identified and given role-based access to all activities and information. Templates can be used to track tasks, collect documents, and hold team members accountable for their responsibilities. Salesforce tools can also manage and track deal execution processes such as NDAs and CIMs. Investment bankers can use their mobile devices to capture meeting notes, dates, attendees, products, tagged topics, and action items as well as receive real time market information on their clients and related industries.

Added value with KPMG



Added value with KPMG


KPMG adds value to Salesforce solutions through our broad-based knowledge of the players, processes, workflows, and data needed to generate and manage deals. Every engagement we undertake is backed by a global, multi-disciplinary team of professionals. We have close connections with regulators; we understand key issues; and we offer a deep understanding of industries, all of which can help investment bankers act confidently and swiftly to avoid missed opportunities and maximize deal value.

As a trusted advisor to investment bankers, KPMG provides objective, third-party views on transactions and key topics such as financial fairness. We also offer objective advice on broader, deal-related topics as well as global business developments and market trends. As a result, we can help investment bankers across multiple industries deepen and expand their relationships with their own clients throughout the deal lifecycle.

 

A new platform for investment banking



 A new platform for investment banking


Working as a powerful team, Salesforce and KPMG offer investment bankers a new way to expand and evolve their deal management  platform from a system of record that tracks activities … to a system of insight based on data and analytics … to a true system of engagement that helps enrich and deepen client relationships.

Putting together a deal will always involve heavy lifting, but the right platform can help investment bankers work more efficiently, serve their clients better, support deal value, increase their revenues — and perhaps even find more time to relax on the weekend. 

Salesforce solutions, backed by KPMG know-how and experience, can help deal makers work better, faster, and smarter — all while increasing deal flow.

Salesforce provides powerful digital capabilities that strengthen the understanding of the client-relationship ecosystem and help optimize the deal pipeline. An intelligent, 360-degree view of organizational structures and relationships can be used to analyze subsidiaries of multinational clients or portfolio companies, helping investment bankers to better understand their current clients and identify new prospects.

Additionally, intelligent analytics can determine win/loss and deal efficiency across different sectors, geographies, and bankers. Investment bankers can gain better insights into client and prospect financials by accessing key data from providers like S&P Capital IQ, PitchBook, and FactSet, including financial rollups at the total-company level and across client subsidiaries. Salesforce can search and analyze external data, looking for investment banking “trigger” events that highlight companies that will potentially need investment banking support and give that information to individuals with a “next best action.”

Equally important, Salesforce supports compliance to help ensure that only the right people are given access to sensitive information, and that access is managed and withdrawn at the appropriate time.