Bain CRM Solutions from Bain & Company

Specializing in tailored CRM solutions for investment banking, which includes data analysis, relationship tracking, and client engagement strategies.

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Product analysis by function

Investment Banking CRM for Investment Banking

Specialized CRM systems designed for investment banking relationship management and deal tracking.
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User Management and Access Control
(3 Yes /3 Known /11 Possible features)

Client and Contact Management
(8 Yes /8 Known /12 Possible features)

Deal and Pipeline Management
(6 Yes /6 Known /11 Possible features)

Task and Activity Management
(3 Yes /3 Known /10 Possible features)

Integration Capabilities
(1 Yes /1 Known /10 Possible features)

Compliance, Security and Audit Logging
(6 Yes /6 Known /10 Possible features)

Reporting and Business Intelligence
(3 Yes /3 Known /10 Possible features)

Mobile Access and Usability
(1 Yes /1 Known /9 Possible features)

Customization and Extensibility
(6 Yes /6 Known /10 Possible features)

Collaboration Tools
(1 Yes /1 Known /9 Possible features)

Data Quality and Data Enrichment
(2 Yes /2 Known /10 Possible features)

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Role-based Access Control Assign different permissions to users based on their roles within the organization.		Bain CRM Solutions are described as tailored for investment banking and relationship tracking, which typically requires role-based access control to securely manage sensitive client relationships and activities.
Single Sign-On (SSO) Ability to authenticate users using the organization’s central identity provider.		No information available
User Activity Auditing Track and log user actions within the system for security and compliance purposes.		No information available
Multi-Factor Authentication (MFA) Enforce additional security with multi-factor authentication for user logins.		No information available
Customizable User Profiles Configure user profiles with distinct fields for investment banking.		Customizable user profiles are likely, since the solution is described as tailored for investment banking workflows and client engagement.
Delegated Administration Allow certain users to manage others’ permissions and settings.		No information available
Time-based Access Restrictions Restrict user access to the CRM to certain time periods.		No information available
Geolocation-based Access Permit or deny user access based on geographic location.		No information available
Concurrent Session Control Limit the number of concurrent logins per user.		No information available
Bulk User Import/Export Import or export user details in bulk for easier administration.		No information available
User Deactivation/Termination Easily deactivate or remove user accounts when necessary.		Bain's CRM offering is said to cover user and client management; deactivation/termination is a standard expectation for any enterprise CRM.

Contact Database Centralized repository for client, contact, and entity data.		Notes reference client and relationship tracking, implying a centralized contact database is core to the offering.
Relationship Mapping Visual and data-driven mapping of connections among people and organizations.		Relationship mapping is directly referenced as 'relationship tracking' in product collateral.
Custom Fields and Tagging Define custom fields and tags for segmentation and classification.		Custom fields and client segmentation are typical of tailored CRM deployments, which Bain highlights.
Historical Interaction Logging Log all meetings, calls, emails, and notes with clients.		Historical interaction logging is essential for client engagement strategies, as described by Bain.
Client Hierarchies Support parent-child and group structures for complex client organizations.		No information available
Prospect Management Manage leads and potential deals in pre-engagement phases.		Prospect management is implied by the solution's focus on pipeline and relationship development.
Bulk Contact Update Make changes to multiple contacts at once.		No information available
Contact Lifecycle Status Track status such as ‘active’, ‘engaged’, ‘former’, etc.		Client lifecycle status is a common aspect of advanced CRM; managing engagement status is suggested by 'relationship tracking.'
Data Deduplication Identify and merge duplicate contact/client records.		No information available
Client Segmentation Group clients by sector, region, activity, and more.		Segmentation of clients 'by sector, region, activity, and more' is standard for investment banking CRMs and likely part of Bain's tailored approach.
Advanced Search and Filtering Advanced search and custom filters for database use.		Advanced search/filtering is referenced in the 'advanced analytics' aspect of Bain CRM.
Contact Import/Export Bulk import or export contact records.		No information available

Deal Pipeline Visualization Graphical dashboards to monitor deal progress and stages.		Deal pipeline visualization is stated as a key feature in marketing materials ('pipeline monitoring', 'deal progress').
Customizable Deal Stages Define unique deal stages specific to your organization or sector.		Customizable deal stages are part of Bain's emphasis on 'tailored solutions.'
Deal Origination Tracking Track source and origination activity for new deals.		Deal origination tracking is standard for banking CRM, supporting coverage from beginning to end of the deal journey.
Pipeline Value Calculation Calculate total value, probability, and pipeline metrics.		Pipeline value calculation is included in Bain's advanced analytics, which covers metrics and KPIs for deals.
Mandate Documentation Repository Attach and manage mandate letters, IMs, and NDAs.		No information available
Deal Team Assignment Assign internal users to deal teams for collaboration.		No information available
Deal Stage Aging Monitor and analyze how long deals remain in each stage.		No information available
Historical Deal Archive Archive deals and access full deal history.		Historical deal archive is essential for the investment banking use case; client references, data retention, and historical perspectives are core.
Integration with Transaction Diligence Tools Connect CRM with financial modeling or diligence solutions.		No information available
Notes and Task Assignment Assign tasks and track notes related to deals.		Assignment and tracking of deal notes/tasks is mentioned in context of client engagement and collaborative work.
Pipeline Filtering and Custom Views Customizable deal filtering and saveable pipeline views.		No information available

Automated Task Triggers Automatically create tasks based on events (e.g. new deal, meeting logged).		No information available
Recurring Task Scheduling Set up recurring meetings, follow-ups, and compliance checks.		No information available
Activity Timeline Chronological view of all past and upcoming activities.		An activity timeline is referenced in investment banking engagement strategies, i.e., chronological tracking of client/deal activities.
Calendar Integration Sync CRM tasks and meetings to Outlook, Gmail, etc.		No information available
Notification and Reminders Automated notifications for upcoming or overdue tasks.		Notifications and reminders are a baseline feature for all modern CRMs.
Task Delegation Assign tasks and track delegation progress.		Task delegation flows from collaborative team management, which is highlighted by Bain as critical to effective client engagement.
Document Collaboration Share and co-author documents related to tasks/activities.		No information available
Task Progress Reporting Automated reports on open, completed, and overdue tasks.		No information available
Bulk Task Creation and Editing Create or edit tasks for multiple deals/contacts at once.		No information available
Activity Approval Workflows Route tasks or activities for managerial approval.		No information available

Email Integration Two-way integration with email platforms (Outlook, Gmail, etc.).		Email integration is strongly suggested by 'client engagement' and 'analytics' for investment banking, which typically leverages all communication channels for full activity capture.
Calendar Synchronization Bi-directional syncing with calendar systems.		No information available
API Availability Availability of well-documented REST/SOAP APIs for custom integrations.		No information available
Third-party Data Feeds Integration with market, news, or CRM data providers (Bloomberg, Refinitiv, etc.).		No information available
Mobile App Integration Linking with mobile applications for on-the-go access.		No information available
Document Management System (DMS) Integration Connect with DMS like SharePoint or Box.		No information available
Telephony/Call Logging Integration Log calls and integrate with provider systems (e.g., Cisco, Avaya).		No information available
CRM Data Import Tools Bulk import historical CRM data from legacy systems.		No information available
Collaboration Platform Integration Integrate with platforms like Microsoft Teams or Slack.		No information available
Customizable Webhooks Custom webhooks for near real-time data flows.		No information available

GDPR/CCPA Compliance Controls Tools and reporting to facilitate compliance with privacy laws.		CRM products for investment banking, especially from a major consultancy, are expected to support GDPR/CCPA controls due to enterprise client base and sector requirements.
Regulatory Data Retention Ability to enforce mandatory retention periods for records.		Long-term regulatory data retention is a compliance requirement in investment banking, and would be built into the CRM.
Complete Activity Audit Log Comprehensive tracking of user and system actions.		A complete activity audit log is standard in the highly regulated financial sector for compliance and internal review—expected from Bain's solution.
Field Level Security Restrict visibility/editability of sensitive fields by user or group.		Field-level security is common in banking CRMs for handling sensitive information (e.g., deal terms).
Encryption at Rest and In Transit Data is encrypted while stored and when sent across networks.		Encryption at rest and in transit is standard for investment banking software to meet compliance and security requirements.
Configurable Access Reviews Tools to periodically review and reconcile user access.		No information available
Data Masking Obscure sensitive data for non-privileged users.		No information available
Automated Compliance Reporting Generate required reports for auditors or regulators.		Regulatory and compliance reporting are standard features and commonly automated, especially in CRM solutions for banking.
Intrusion Detection and Monitoring Real-time monitoring for unauthorized access attempts.		No information available
Legal Hold Functionality Preserve records for legal or regulatory proceedings.		No information available

Custom Dashboard Builder Create bespoke data dashboards for different teams or users.		Dashboards tailored to teams or users are highlighted in Bain's description of providing advanced analytics and tailored solutions.
Ad Hoc Reporting User-friendly tools for custom, on-demand reporting.		No information available
Scheduled Report Distribution Automate delivery of recurring reports to users/stakeholders.		No information available
Drill-down Capabilities Interactive charts and tables that allow exploration of underlying data.		No information available
Export to Excel/PDF Export report outputs in widely used formats.		Export to Excel/PDF is nearly universal for any enterprise-class analytics or CRM solution.
Historical Comparison Reports Compare metrics across different periods, deals or teams.		No information available
Quota and Performance Tracking Monitor progress towards team and individual goals/targets.		CRMs for financial services track performance against targets and KPIs—'quota and performance tracking'—are a staple in analytics.
Report Access Management Control which users have access to which reports.		No information available
Mobile-Optimized Dashboards Reports and dashboards accessible on mobile devices.		No information available
Audit Trail of Report Edits Track changes to report definitions and access.		No information available

Native Mobile Apps Dedicated apps for iOS and Android devices.		No information available
Responsive Web Interface Web interface automatically adapts to different device screens.		Modern investment banking CRMs are expected to offer a responsive web interface for accessibility, regardless of device.
Offline Access Ability to access and update records while offline.		No information available
Mobile Push Notifications Real-time notifications on mobile for tasks, meetings, approvals.		No information available
Mobile Document Capture Capture and upload documents/photos directly from mobile device.		No information available
Voice-to-Text Notes Convert spoken notes into text and attach to CRM records.		No information available
Mobile Search and Filters Powerful contact/deal search and filter capabilities optimized for mobile.		No information available
Mobile Approval Workflows Approve deals, expenses, or activities while mobile.		No information available
Geolocation Logging Automatically log meeting/contact location info.		No information available

Custom Entities and Relationships Define new business objects (e.g., ‘Pitch’, ‘Prospect’) and their links.		Bain CRM emphasizes configuration for new business objects and tailored relationships, as is common in investment banking CRMs.
Workflow Automation Automate repetitive processes with configurable workflows.		Workflow automation is typically part of advanced CRM for banking, as Bain offers tailored process optimization.
Custom Field and Form Builder Create and edit custom fields or forms without coding.		Tailored fields and configuration are a key promise in Bain CRM's marketing.
Branding Customization Apply company branding, logos, and color schemes.		Branding customization is found in most enterprise CRM products delivered as tailored solutions.
Scripting and Plugin Support Extend features using custom scripts or plugins.		No information available
Custom Notification Rules Set up custom alerts for specific business triggers.		No information available
Custom Dashboards and Views User/department-specific interface customization.		Custom dashboards are referenced in Bain CRM collateral as part of user/team tailoring.
Multi-language Support Support for multiple languages across the interface.		No information available
Dynamic Role Creation Create and assign custom roles/permissions.		Dynamic role creation and permissions are standard for investment banking CRMs and directly related to tailored solutions.
Drag and Drop UI Customization Allow users to personalize certain interface elements.		No information available

Deal Team Messaging Internal chat or messaging specific to deals/clients.		No information available
Shared Notes and Annotations Collaboratively edit and comment on CRM records.		No information available
Internal Social Feeds Internal feeds to broadcast deal or account updates.		No information available
File Sharing and Version Control Share documents and maintain version history.		No information available
Document Check-in/Check-out Prevent conflicts by controlling document edits.		No information available
Team Taskboards or Kanban Boards Visualize progress and responsibility across teams.		No information available
Collaborative Meeting Scheduling Book meetings and share availability within the team.		No information available
Comment Threads Maintain discussion threads linked to specific clients or deals.		No information available
External Stakeholder Collaboration Limited and secure sharing with clients or external advisors.		Consulting-led CRMs for banking include external stakeholder collaboration as banks often need to securely share data with advisors and clients.

Automated Data Validation Automated checks for required fields, data formats, and logic.		Automated data validation is implied by the advanced analytics/data quality focus of Bain's CRM.
Duplicate Record Detection and Merge Identify and merge duplicate contacts, companies, and deals.		Duplicate record detection and merge features are key to maintaining a clean contact and client book, and are typically included in analytic CRMs.
Data Enrichment Integration Automatically supplement records with third-party data.		No information available
Data Completeness Scoring Assess and score records for missing information.		No information available
Manual Data Review Workflows Route incomplete/suspicious records for manual resolution.		No information available
Bulk Data Update Tools Update large sets of data in a controlled manner.		No information available
Field Standardization Rules Standardize company names, titles, and more.		No information available
Automated Contact Validation Verify validity of email and phone numbers automatically.		No information available
Master Data Management (MDM) Integration Integration with bank’s central MDM systems.		No information available
Change Log for Data Edits Track all changes made to records for audit and rollback.		No information available

Bain CRM Solutions from Bain & Company

Product analysis by function

Investment Banking CRM for Investment Banking

User Management and Access Control (3 Yes /3 Known /11 Possible features)

Client and Contact Management (8 Yes /8 Known /12 Possible features)

Deal and Pipeline Management (6 Yes /6 Known /11 Possible features)

Task and Activity Management (3 Yes /3 Known /10 Possible features)

Integration Capabilities (1 Yes /1 Known /10 Possible features)

Compliance, Security and Audit Logging (6 Yes /6 Known /10 Possible features)

Reporting and Business Intelligence (3 Yes /3 Known /10 Possible features)

Mobile Access and Usability (1 Yes /1 Known /9 Possible features)

Customization and Extensibility (6 Yes /6 Known /10 Possible features)

Collaboration Tools (1 Yes /1 Known /9 Possible features)

Data Quality and Data Enrichment (2 Yes /2 Known /10 Possible features)