Why investment banks are banking on relationship intelligence for prospect and client management

Busy investment bankers don’t have time to manually enter information or dig through their shared connections to find a connection to a founder they’d like to meet. They need a system that enriches their prospect list with connections to that founder—and manages the relationship history so they never have to rely on post-it notes.

In this webinar, join Affinity Product Marketing Manager, Reanesh Kanaganayagam and Product Manager Jamie Fronckowiak as they discuss the ways BD teams are using Affinity to make their relationships work for them.