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Deal sourcing, client management, secure document sharing, virtual data rooms, deal marketing, pipeline management, buy-side and sell-side coordination, and compliance tracking for investment banking transactions.
Specialized CRM systems designed for investment banking relationship management and deal tracking.
More Investment Banking CRM
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Role-based Access Control Assign different permissions to users based on their roles within the organization. |
Intralinks supports role-based permissions for workspace and VDR access, aligned with standard expectations for secure deal rooms in investment banking. | |
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Single Sign-On (SSO) Ability to authenticate users using the organization’s central identity provider. |
The product documentation and website cite Single Sign-On (SSO) compatibility for enterprise customers. | |
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User Activity Auditing Track and log user actions within the system for security and compliance purposes. |
Audit trail and activity tracking are advertised as part of compliance and security, crucial for transaction monitoring. | |
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Multi-Factor Authentication (MFA) Enforce additional security with multi-factor authentication for user logins. |
Intralinks offers multi-factor authentication (MFA) for user login, as indicated by its security and compliance resources. | |
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Customizable User Profiles Configure user profiles with distinct fields for investment banking. |
No information available | |
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Delegated Administration Allow certain users to manage others’ permissions and settings. |
Delegated administration is possible, as deal room owners can grant selected admin rights to other team members. | |
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Time-based Access Restrictions Restrict user access to the CRM to certain time periods. |
No information available | |
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Geolocation-based Access Permit or deny user access based on geographic location. |
The platform allows geographic access restrictions for regulatory compliance, supported by global banking use cases. | |
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Concurrent Session Control Limit the number of concurrent logins per user. |
No information available | |
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Bulk User Import/Export Import or export user details in bulk for easier administration. |
Bulk user import/export is available to support onboarding of large teams for deal data rooms. | |
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User Deactivation/Termination Easily deactivate or remove user accounts when necessary. |
Administrators can deactivate or remove user access as needed, as part of required compliance controls. |
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Contact Database Centralized repository for client, contact, and entity data. |
Core functionality includes a centralized contact and client database for banks using the platform. | |
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Relationship Mapping Visual and data-driven mapping of connections among people and organizations. |
Intralinks provides data-driven relationship mapping and permission controls for client and deal management. | |
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Custom Fields and Tagging Define custom fields and tags for segmentation and classification. |
No information available | |
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Historical Interaction Logging Log all meetings, calls, emails, and notes with clients. |
The product tracks meeting, messaging, and document sharing activities as part of audit trails and interaction logging. | |
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Client Hierarchies Support parent-child and group structures for complex client organizations. |
Supports hierarchical client structures for group and parent/child company access management. | |
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Prospect Management Manage leads and potential deals in pre-engagement phases. |
The platform allows for pipeline management and prospect tracking, including pre-engagement deal management. | |
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Bulk Contact Update Make changes to multiple contacts at once. |
No information available | |
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Contact Lifecycle Status Track status such as ‘active’, ‘engaged’, ‘former’, etc. |
No information available | |
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Data Deduplication Identify and merge duplicate contact/client records. |
Intralinks offers data deduplication functionality to maintain data quality, as indicated in client onboarding resources. | |
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Client Segmentation Group clients by sector, region, activity, and more. |
Contact and deal segmentation by activity, region, etc., is a staple CRM function and is supported. | |
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Advanced Search and Filtering Advanced search and custom filters for database use. |
Advanced search and filtering are available for managing client, document, and deal records in virtual data rooms. | |
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Contact Import/Export Bulk import or export contact records. |
No information available |
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Deal Pipeline Visualization Graphical dashboards to monitor deal progress and stages. |
Deal pipeline visualization is provided through dashboards for tracking deal life cycles. | |
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Customizable Deal Stages Define unique deal stages specific to your organization or sector. |
Deal stages are customizable for specific banking processes. | |
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Deal Origination Tracking Track source and origination activity for new deals. |
Deal origination and marketing activities are tracked, as shown in deal sourcing features on the website. | |
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Pipeline Value Calculation Calculate total value, probability, and pipeline metrics. |
Pipeline value metrics for deals are featured in dashboards for management reviews. | |
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Mandate Documentation Repository Attach and manage mandate letters, IMs, and NDAs. |
Mandate documentation repository is a core use case—secure storage and sharing for all legal documents. | |
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Deal Team Assignment Assign internal users to deal teams for collaboration. |
Deal team assignment and role management are principal features for collaborative deal execution. | |
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Deal Stage Aging Monitor and analyze how long deals remain in each stage. |
No information available | |
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Historical Deal Archive Archive deals and access full deal history. |
Full deal archive and retrieval functionality is built in to support compliance and due diligence. | |
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Integration with Transaction Diligence Tools Connect CRM with financial modeling or diligence solutions. |
No information available | |
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Notes and Task Assignment Assign tasks and track notes related to deals. |
Notes and task assignment within deals are available for collaboration and monitoring. | |
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Pipeline Filtering and Custom Views Customizable deal filtering and saveable pipeline views. |
No information available |
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Automated Task Triggers Automatically create tasks based on events (e.g. new deal, meeting logged). |
Not as far as we are aware.* No clear support for automated task triggers/event-based automation in the product materials. | |
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Recurring Task Scheduling Set up recurring meetings, follow-ups, and compliance checks. |
No information available | |
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Activity Timeline Chronological view of all past and upcoming activities. |
No information available | |
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Calendar Integration Sync CRM tasks and meetings to Outlook, Gmail, etc. |
Calendar integration is supported for scheduling and syncing deal meetings. | |
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Notification and Reminders Automated notifications for upcoming or overdue tasks. |
Notifications and reminders are embedded for task and approval deadlines. | |
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Task Delegation Assign tasks and track delegation progress. |
No information available | |
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Document Collaboration Share and co-author documents related to tasks/activities. |
No information available | |
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Task Progress Reporting Automated reports on open, completed, and overdue tasks. |
No information available | |
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Bulk Task Creation and Editing Create or edit tasks for multiple deals/contacts at once. |
No information available | |
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Activity Approval Workflows Route tasks or activities for managerial approval. |
No information available |
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Email Integration Two-way integration with email platforms (Outlook, Gmail, etc.). |
Email integration (alerts, document sharing links) is a basic element of Intralinks communications. | |
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Calendar Synchronization Bi-directional syncing with calendar systems. |
Calendar and meeting synchronization is referenced on the site. | |
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API Availability Availability of well-documented REST/SOAP APIs for custom integrations. |
REST API documentation is available for custom integration with bank systems. | |
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Third-party Data Feeds Integration with market, news, or CRM data providers (Bloomberg, Refinitiv, etc.). |
Plug-ins and certified data providers (e.g., market data) are listed as available integrations. | |
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Mobile App Integration Linking with mobile applications for on-the-go access. |
Mobile application integration for iOS/Android is available for on-the-go banking teams. | |
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Document Management System (DMS) Integration Connect with DMS like SharePoint or Box. |
No information available | |
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Telephony/Call Logging Integration Log calls and integrate with provider systems (e.g., Cisco, Avaya). |
Telephony and call event logging are supported for some banking use cases. | |
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CRM Data Import Tools Bulk import historical CRM data from legacy systems. |
Bulk import tools for legacy CRM and contact data are available for new customers. | |
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Collaboration Platform Integration Integrate with platforms like Microsoft Teams or Slack. |
Integrates with Microsoft Teams, Slack, and other collaboration platforms. | |
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Customizable Webhooks Custom webhooks for near real-time data flows. |
No information available |
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GDPR/CCPA Compliance Controls Tools and reporting to facilitate compliance with privacy laws. |
GDPR and compliance support is a core differentiator according to marketing and legal resources. | |
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Regulatory Data Retention Ability to enforce mandatory retention periods for records. |
Data retention policies and controls are built-in for regulatory needs. | |
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Complete Activity Audit Log Comprehensive tracking of user and system actions. |
Full audit log for user and system activity is a compliance requirement met by the platform. | |
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Field Level Security Restrict visibility/editability of sensitive fields by user or group. |
Admins can control access to specific fields based on user group/permissions. | |
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Encryption at Rest and In Transit Data is encrypted while stored and when sent across networks. |
All data encrypted at rest and in transit. | |
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Configurable Access Reviews Tools to periodically review and reconcile user access. |
No information available | |
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Data Masking Obscure sensitive data for non-privileged users. |
No information available | |
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Automated Compliance Reporting Generate required reports for auditors or regulators. |
Automated compliance and activity reports are advertised for auditors/regulators. | |
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Intrusion Detection and Monitoring Real-time monitoring for unauthorized access attempts. |
Real-time monitoring for unauthorized access is part of the security offering. | |
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Legal Hold Functionality Preserve records for legal or regulatory proceedings. |
Legal hold tools are provided for litigation/regulatory proceedings as noted in compliance materials. |
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Custom Dashboard Builder Create bespoke data dashboards for different teams or users. |
Custom dashboards for teams/users can be built within Intralinks' reporting tools. | |
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Ad Hoc Reporting User-friendly tools for custom, on-demand reporting. |
Ad hoc/custom report generation tools are documented in product features. | |
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Scheduled Report Distribution Automate delivery of recurring reports to users/stakeholders. |
Reports can be scheduled for distribution to stakeholders automatically. | |
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Drill-down Capabilities Interactive charts and tables that allow exploration of underlying data. |
No information available | |
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Export to Excel/PDF Export report outputs in widely used formats. |
Reports and data can be exported to Excel and PDF formats. | |
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Historical Comparison Reports Compare metrics across different periods, deals or teams. |
Historical reporting is available for comparison of deal/team metrics. | |
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Quota and Performance Tracking Monitor progress towards team and individual goals/targets. |
No information available | |
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Report Access Management Control which users have access to which reports. |
Access to reports and dashboards is permissioned by user/role. | |
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Mobile-Optimized Dashboards Reports and dashboards accessible on mobile devices. |
Mobile-optimized dashboards and mobile app availability are promoted features. | |
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Audit Trail of Report Edits Track changes to report definitions and access. |
No information available |
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Native Mobile Apps Dedicated apps for iOS and Android devices. |
Intralinks has dedicated native apps for iOS and Android. | |
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Responsive Web Interface Web interface automatically adapts to different device screens. |
The web interface is responsive for all device types (per documentation and customer screenshots). | |
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Offline Access Ability to access and update records while offline. |
No information available | |
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Mobile Push Notifications Real-time notifications on mobile for tasks, meetings, approvals. |
Mobile push notifications are provided by the app for deal and document events. | |
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Mobile Document Capture Capture and upload documents/photos directly from mobile device. |
Document capture via mobile app and upload to VDR is supported. | |
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Voice-to-Text Notes Convert spoken notes into text and attach to CRM records. |
No information available | |
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Mobile Search and Filters Powerful contact/deal search and filter capabilities optimized for mobile. |
Mobile-optimized search and filter tools are included in the app experience. | |
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Mobile Approval Workflows Approve deals, expenses, or activities while mobile. |
Approval workflows can be executed in the mobile application. | |
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Geolocation Logging Automatically log meeting/contact location info. |
Meeting location capture/geotagging is referenced in the mobile app FAQ. |
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Custom Entities and Relationships Define new business objects (e.g., ‘Pitch’, ‘Prospect’) and their links. |
Custom entities and flexible relationships can be defined for new object types. | |
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Workflow Automation Automate repetitive processes with configurable workflows. |
Workflow automation for processes like NDA or mandate approvals is supported. | |
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Custom Field and Form Builder Create and edit custom fields or forms without coding. |
Admin tools for building custom fields/forms are included. | |
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Branding Customization Apply company branding, logos, and color schemes. |
Branding customization is available for VDRs to reflect client/firm identity. | |
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Scripting and Plugin Support Extend features using custom scripts or plugins. |
No information available | |
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Custom Notification Rules Set up custom alerts for specific business triggers. |
No information available | |
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Custom Dashboards and Views User/department-specific interface customization. |
No information available | |
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Multi-language Support Support for multiple languages across the interface. |
No information available | |
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Dynamic Role Creation Create and assign custom roles/permissions. |
No information available | |
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Drag and Drop UI Customization Allow users to personalize certain interface elements. |
No information available |
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Deal Team Messaging Internal chat or messaging specific to deals/clients. |
Deal team internal messaging and communications are supported in workspaces. | |
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Shared Notes and Annotations Collaboratively edit and comment on CRM records. |
No information available | |
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Internal Social Feeds Internal feeds to broadcast deal or account updates. |
No information available | |
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File Sharing and Version Control Share documents and maintain version history. |
File sharing with version control for deal documents is a well-documented feature. | |
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Document Check-in/Check-out Prevent conflicts by controlling document edits. |
No information available | |
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Team Taskboards or Kanban Boards Visualize progress and responsibility across teams. |
No information available | |
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Collaborative Meeting Scheduling Book meetings and share availability within the team. |
No information available | |
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Comment Threads Maintain discussion threads linked to specific clients or deals. |
No information available | |
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External Stakeholder Collaboration Limited and secure sharing with clients or external advisors. |
External collaborators (lawyers, clients, etc.) are granted secure, limited access as needed. |
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Automated Data Validation Automated checks for required fields, data formats, and logic. |
Automated data validation (e.g., required fields in document uploads) ensures data quality. | |
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Duplicate Record Detection and Merge Identify and merge duplicate contacts, companies, and deals. |
Duplicate detection and cleaning tools are listed for contacts/companies. | |
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Data Enrichment Integration Automatically supplement records with third-party data. |
Data enrichment plugins for third-party data are available for client and deal profiles. | |
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Data Completeness Scoring Assess and score records for missing information. |
No information available | |
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Manual Data Review Workflows Route incomplete/suspicious records for manual resolution. |
No information available | |
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Bulk Data Update Tools Update large sets of data in a controlled manner. |
No information available | |
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Field Standardization Rules Standardize company names, titles, and more. |
Field standardization rules can be enforced in data templates. | |
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Automated Contact Validation Verify validity of email and phone numbers automatically. |
Automated validation of contact info (e.g., email and phone formats) is part of onboarding and KYC requirements. | |
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Master Data Management (MDM) Integration Integration with bank’s central MDM systems. |
Master Data Management (MDM) integration is available for large banks per integration documentation. | |
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Change Log for Data Edits Track all changes made to records for audit and rollback. |
Change logs for edits and full audit/rollback are mentioned in compliance and product documentation. |
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