Streamline the entire process of closing deals using secure collaborative deal management software. The robust communication tools such as integrated email features and messaging capabilities enable clients and teams to speed up discussions, increase productivity and boost production. Greater visibility of deal-related information allows businesses to spot and solve issues throughout the sales process.
A robust security protocol and gain access control feature protects against the accidental or intentional sharing of sensitive information with unauthorised third parties. Zero Trust file protection protects files regardless of where they are located and lets you remove access at any time.
In contrast to the romanticized image of a genius working alone in their garage to discover an innovative idea modern business requires coordinated effort and cross-pollination. Secure collaboration tools enable secure information exchange, even when crossing borders and limiting and allowing teams to bounce million-dollar ideas off each other without fearing that their private information will fall prey to hackers or snooping eyes.
These tools aren’t only helpful for collaboration on projects, but also provide many other features that are essential to investment banking. For instance, they can provide heat tracking for document usage to allow you to easily spot which documents are being viewed the most and by who. They also come with specific permissions that allow businesses to restrict access to certain folders, files or security classifications and prevent unauthorised disclosures as well as man-in-the-middle attack. This allows them to create more effective pitches that are better matched to potential investors and borrowers.