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The Right Technology for Winning More Mandates

Overcoming common obstacles with relationship intelligence

In a volatile market, there’s a surplus of mandates up for grabs for smaller and midsize firms.
To get ahead of the competition and close more deals, small and midsize investment banks are turning to technology that simplifies their business development processes.
This guide covers:
  • Which areas of business development your team can improve through technology

  • How to use technology to leverage your existing business relationships

  • How technology can combine data about your business connections and deals to garner new insights that help you grow your network and deal pipeline

Cover of the guide with floating screenshots