• Bad CRM data is quietly costing investment banks time, visibility, and revenue by creating friction across sourcing, execution and reporting.
• MadeMarket transforms high-quality, real-time relationship and deal data into a strategic asset that helps teams move faster and close more.
• Better data leads to better sourcing decisions, more efficient execution, and smarter leadership—giving firms a measurable edge in a competitive market.

In a fast-paced, data-saturated deal environment, the firms that win aren’t just the ones with the strongest Rolodex—they’re the ones with the smartest data. For investment banks, that means more than just logging contacts and tracking deals. It means turning relationship and transaction data into a strategic asset that drives sourcing, execution, and management decisions every day.

Yet too many firms still rely on spreadsheets or generic CRMs that were never designed for investment banking. These outdated systems create fragmentation, friction, and fire drills—slowing teams down and leaving valuable insights buried in silos.

MadeMarket changes that. As a purpose-built CRM and deal management platform for investment banks, it helps teams work smarter by ensuring that the data they rely on is complete, current and actionable—every time.

Here’s how better CRM data leads to better decisions—and how MadeMarket makes that possible.

What makes “better” data in investment banking?

At its core, better data is clean, complete, real-time and easy to act on. That means:

• Everyone’s working from the same source of reliable facts
• Data entry is standardized and intuitive
• Information updates automatically or with minimal friction
• Key insights are surfaced—not hidden behind filters or formulas

Unfortunately, generic CRMs and spreadsheets rarely deliver on these promises. They require tedious manual entry, lack proper structure, and often force deal teams into inconsistent, duplicative workflows that undermine confidence in the data.

With MadeMarket, the process is different by design. Built specifically for investment bankers, the platform eliminates friction at the point of entry—whether it’s logging activity directly from Outlook, updating deal status in a live workspace, or syncing contact records from a marketing campaign. The result? Large volumes of clean, trust-worthy data that’s easy to access and use.

And the results speak for themselves.

On average, users can save over 200 hours on data and workflow tasks per year.

At the same time, with better data built around faster workflows, firms can close around one additional deal per year, for every five MDs.  

Smarter sourcing with real-time relationship intelligence

The best business development decisions depend on knowing who to call, when to reach out and how strong your firm’s existing connection really is.

But without high-quality, real-time data, answering questions like “Who do we know at Firm X?” or “What was our last interaction with this buyer?” can lead to hours of backtracking—or worse, missed opportunities.

MadeMarket solves this with Relationship IQ, a built-in analytics tool that helps bankers map the strength of their firm’s network based on actual engagement and communication history. Instead of guessing, teams can quickly identify the best introduction to a target, trace the full history of a relationship and confidently pursue the right path forward.

It’s business development intelligence that’s built on facts and it starts with data that’s clean, complete and always up to date.‍

Smarter execution through unified deal visibility

Execution moves fast. But when data is scattered across inboxes, spreadsheets, and disconnected systems, even basic updates can feel like a scavenger hunt.

The cost? Slower deals, miscommunication, and lost leverage.

With MadeMarket, every live deal and business opportunity has a centralized workspace with shared activity logs and real-time status updates—all ready-built around the way bankers actually work.

Deal teams can instantly see where every task and target stands without chasing emails, downloading spreadsheets, or asking for one-off updates. At the same time, partners and MDs can find instant overviews for every relationship and new opportunity, with rich details on engagement, deals, ongoing tasks and more.

Altogether, this clarity improves coordination across the team and enables faster, more confident execution.

At the same time, the platform’s ready-built report templates make it easy to turn high-quality data into polished client reports and buyers lists—instantly.

For example, teams using MadeMarket can update their tracking logs 12X faster and send deal process emails for forms like NDAs and LOIs 20X faster.

They can also build buyers lists 10X faster and client reports 15X faster—all while increasing data integrity and reducing fire drills for information and reports.

Learn more: How to Close More Deals Faster with MadeMarket as an Investment Banker‍

Smarter management and forecasting with analytics that matter

Even the best analysts can’t draw meaningful conclusions from bad data.

That’s why high-quality CRM data is the foundation for smarter leadership decisions—from resource allocation and operational KPIs, to revenue forecasting. With MadeMarket, firms gain access to rich analytics dashboards that reflect real-time performance data across deals, business development, and relationships.

Leaders can instantly view win rates, average transaction sizes, activity volume, and key opportunity milestones. They can track team productivity, monitor deal velocity, and forecast outcomes based on live inputs—not stale reports or anecdotal updates.

And because MadeMarket’s reports are filterable it’s easy to drill into specifics and uncover actionable insights that drive growth.

The data’s already in the system. The platform simply makes it visible—and valuable.‍

Data-driven collaboration, not hoarding

Data silos aren’t always technical. Sometimes they’re cultural. Whether intentional or not, siloed data keeps teams from working collaboratively and weakens institutional knowledge over time.

MadeMarket breaks down these barriers with a shared platform that encourages transparency and ownership. Everyone, from analysts to managing directors, works in the same system, using the same playbook, with controlled access to the same information.

That means fewer bottlenecks, fewer gatekeepers, and stronger outcomes. It also ensures that client and deal intelligence stays with the firm, even when individual bankers move on.

Over time, that collective knowledge compounds, building a richer, more durable data asset that supports better decision-making at every level of the organization, while expanding deal flow.

‍The payoff: tangible ROI from better CRM data

All of this adds up to real, measurable gains.

Teams can typically save thousands of hours per year thanks to intuitive data workflows and automation. But the bigger payoff is what that time enables: stronger relationships, faster execution and higher close rates.

In today’s market, data isn’t just a tool—it’s a competitive edge. The banks that invest in better CRM data are the ones best positioned to move faster, act smarter and build more valuable client relationships.

With MadeMarket, better data isn’t hard to get. It’s built into every part of the platform—designed specifically for the way investment bankers work.

To learn more and explore what MadeMarket can do for you, connect with a member of our team to get started with a demo!