1. A customizable email digest summarizes the previous day’s new records, interactions, milestones and status changes, helping bankers stay informed without constantly checking the platform.
2. Dynamic CRM data in the Word add-in automatically populates recurring documents, reducing copy-and-paste work and improving consistency.
3. Customizable outreach cadences flag contacts that have gone too long without an interaction, helping bankers keep important relationships warm.
4. The approaches feature separates multiple outreach efforts within the same deal, preserving one complete transaction history without duplicate records.
5. The MadeMarket Connector lets bankers ask AI assistants questions about firm data in plain English, making research, meeting prep and pipeline reviews faster.

MadeMarket’s platform is purpose-built for investment bankers, with features designed around the way bankers actually work. In this list, we’ve gathered five under-the-radar features you might not have heard about but definitely should.

Each one addresses a specific part of the workflow, from document creation and relationship management to deal outreach, firmwide visibility and access to information. They’re practical additions that can help teams work more efficiently and get more from the platform.

1. Stay current without constantly checking the platform with a customizable email digest

MadeMarket captures activity across the firm’s relationships, opportunities and live deals. The daily activity digest turns those updates into a concise email summary of what changed over the previous 24 hours.

The digest can include newly added contacts, firms and opportunities along with recent interactions, deal milestones and status changes. Each user can choose when the email arrives, making it easier to review activity at the point in the day when it’s most useful.

For senior bankers, team leads and other users who need broad visibility without spending all day inside the CRM, the digest offers a quick way to stay informed. It reduces the need for manual check-ins and internal status requests while helping teams maintain better awareness of what’s happening across the organization.

2. Create personalized Word documents at scale with dynamic CRM data

The MadeMarket Word add-in connects a firm’s Word templates directly to the data stored in MadeMarket. Using dynamic placeholders, bankers can automatically pull information about client firms, target firms and relevant contacts into recurring documents.

Instead of copying names, titles, addresses and other details into each file manually, teams can build standardized templates that populate with the right information when a document is generated. MadeMarket can also create separate documents for multiple selected firms or contacts, turning one template into a repeatable production workflow.

That can materially reduce the time spent preparing high-volume, personalized documents while limiting the errors that come with repetitive copying and pasting. It also helps firms produce more consistent output across a process without asking bankers to recreate the same document again and again.

3. Keep important relationships from going quiet with customizable outreach cadences

Not every relationship needs the same level of attention. Some contacts may warrant monthly outreach while others only need to hear from the firm a few times a year.

MadeMarket lets bankers set a different contact cadence for each relationship, then automatically flags contacts when too much time has passed without a logged interaction. Those overdue relationships can be surfaced on the dashboard or displayed in the contact table along with the number of days they’ve gone beyond their expected cadence.

Instead of relying on memory, personal reminders or an occasional review of the CRM, bankers can see which relationships need attention before they quietly go cold. That creates a more consistent approach to relationship coverage and helps firms stay engaged with the contacts most likely to drive future opportunities.

4. Re-engage the market without duplicating the deal or losing its history

A deal doesn’t always go to market once and move straight through to close. Teams may pause outreach, revise the positioning or return to buyers with a new strategy.

MadeMarket’s approaches feature lets firms organize those separate outreach efforts within the same deal record. Bankers can group targets by approach, track each effort independently and filter the target list to see how different outreach waves are progressing.

That keeps the full history of the transaction in one place while giving the team a cleaner view of what changed, who was included and how the market responded each time. Instead of creating duplicate deal records or rebuilding the process in a separate tracker, bankers can preserve context and manage a renewed process with much less confusion.

5. Ask questions in plain English and get answers from your MadeMarket data with AI

MadeMarket helps investment banks organize relationship, pipeline and deal information around the way bankers actually work. The MadeMarket Connector builds on that foundation by giving AI assistants like Claude and ChatGPT secure, read-only access to the data stored within a firm’s MadeMarket environment.

Instead of navigating individual records, building filters or pulling several reports together, bankers can ask direct questions about contacts, firms, opportunities, deals, activities and tasks. An AI assistant can then retrieve the relevant information and present it in a clear, conversational format.

That can make everyday research and preparation much faster. A banker could ask for a meeting briefing on a contact, a summary of an active deal, a list of open tasks or a view of opportunities at a particular stage. They can also ask follow-up questions to explore the relationship history, transaction activity or broader context behind the initial answer.

The Connector makes the information already captured in MadeMarket easier to access and use. Rather than spending time searching for data, bankers can focus on interpreting it, identifying priorities and taking the next action.