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DealCloud Investment Banking Platform from DealCloud
End-to-end deal management with pipeline tracking, relationship intelligence, document management, and analytics. Customizable dashboard views, integration with email and third-party data, mobile access, and collaborative tools for deal teams.
Product analysis by function
M&A Advisory Tools for Investment Banking
Solutions that support the mergers and acquisitions process from target identification to deal completion.
More M&A Advisory Tools
More Investment Banking ...
Deal Sourcing
(8 Yes /8 Known /10 Possible features)
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Target Database Integration Ability to integrate and access comprehensive databases of potential M&A targets. |
DealCloud offers integrations with third-party data sources and internal data, allowing users to access M&A target databases. This is advertised on the website and in reviews. | |
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Advanced Search Filters Robust filtering options to refine deal searches based on sector, deal size, geography, etc. |
Custom search and advanced filter options are highlighted in DealCloud’s platform overview and demos. | |
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Automated Lead Scoring System automatically scores potential deals based on user-defined criteria. |
No information available | |
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Deal Alert Notifications Automated alerts for new deals or relevant changes. |
Automated deal alerts and notifications are configurable through pipeline tracking modules, as seen in product literature. | |
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CRM Integration Integration with customer relationship management tools for pipeline tracking. |
DealCloud supports CRM activities and pipeline management, with explicit CRM integration features. | |
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Company Profiling Automated generation of comprehensive company profiles. |
Platform automatically generates and updates company and contact profiles aggregating multiple data sources. | |
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Data Refresh Frequency How often the deal or target data is automatically updated within the platform. |
No information available | |
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External Data Source Links Direct connections to external financial and market data sources. |
Direct links to third-party financial data providers are available; referenced in website materials. | |
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Collaborative Deal Sharing Ability to share deal insights internally and externally with partners. |
Deals and dashboards can be shared internally and externally, supporting collaboration features. | |
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Pipeline Visualization Graphical representation of the deal pipeline and stages. |
DealCloud pipeline visualization is a core product feature per demos and marketing documentation. |
Valuation Tools
(6 Yes /6 Known /10 Possible features)
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Comparable Company Analysis (Comps) Templates and tools for peer comparison analyses. |
Comps and peer analysis templates are included as part of valuation analytics. | |
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Precedent Transaction Analysis Database of historical deals for benchmarking. |
Historical transactions database and analysis is part of DealCloud’s offering per specification sheets. | |
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Discounted Cash Flow (DCF) Analysis Automated projections, scenario modeling, and calculation of DCF models. |
No information available | |
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Valuation Multiples Library Access to industry-standard valuation multiples. |
Access to industry-standard valuation multiples is a marketed feature. | |
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Sensitivity Analysis Built-in tools to model and graph how changes in assumptions impact value. |
No information available | |
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Integration with Market Data Real-time pull of market data for valuations. |
Real-time market data integration for valuations is available through third-party data provider links. | |
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Scenario Modeling Speed Speed with which complex scenarios can be run and compared. |
No information available | |
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Export of Valuation Reports Ability to export or print standardized valuation documents. |
Reports and dashboards can be exported or printed in standardized formats (PDF, Excel). | |
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Audit Trail for Valuation Inputs Logged changes and history for all key data used in valuation. |
No information available | |
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Custom Metric Calculation User-defined metrics and formula builder for bespoke valuation approaches. |
DealCloud’s analytics modules allow customized metrics and user-defined KPIs. |
Due Diligence Management
(7 Yes /7 Known /10 Possible features)
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Virtual Data Room (VDR) Secure online repository for confidential document storage and sharing. |
Virtual Data Room functionality is available as part of DealCloud’s secure document management features. | |
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Document Indexing and Search Full-text search capabilities and customizable document organization. |
Document management supports indexing and full-text search. | |
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Permission Controls Granular access rights for users and teams. |
Permission and access rights controls are included in document and data room management. | |
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Audit Logging of Access Comprehensive logs of who accessed documents and when. |
Audit trails for document access and changes are a compliance feature in the platform. | |
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Bulk Upload/Download Speed Transfer speed for large-scale document uploads and downloads. |
No information available | |
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Q&A Workflow Integrated question and answer functionality for deal participants. |
Built-in Q&A workflows for deal participants are mentioned in the virtual data room feature set. | |
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Automated Redaction Tools for automated removal of sensitive data from documents. |
No information available | |
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E-signature Integration Supports e-signature solutions for document execution. |
No information available | |
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Version Control Tracking and management of document versions. |
Version control is available within document management according to user guides. | |
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Mobile Access Accessible via smartphone/tablet browsers or dedicated apps. |
Mobile access (browser and app) is marketed and demonstrated by DealCloud. |
Collaboration and Workflow
(7 Yes /7 Known /10 Possible features)
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Task Assignment Features for delegating and tracking tasks among deal team members. |
Task assignment and team management tools are core collaboration features. | |
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Progress Tracking Visual progress indicators and tracking dashboards. |
Visual progress tracking dashboards are part of DealCloud’s analytics and workflow modules. | |
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Integrated Messaging Secure messaging capabilities within the platform. |
Secure in-platform integrated messaging is described in deal team collaboration features. | |
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Real-time Notifications Immediate alerts for activity requiring user action. |
Real-time notifications for activity are configurable within DealCloud. | |
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Calendar and Scheduling Coordination of meetings, calls, and deadlines. |
No information available | |
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User Activity Metrics Reports on user and team activity levels. |
User and team activity reporting is available through analytics dashboards. | |
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Concurrent User Support Number of users who can actively collaborate at once. |
No information available | |
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Template Library Standardized templates for NDAs, LOIs, and reporting. |
No information available | |
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Approval Workflow Customizable multi-stage approval processes for key documents. |
DealCloud supports customizable approval workflows for documents. | |
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Commenting and Annotation Inline discussion on documents and deal cards. |
Inline comments and annotations on documents and deal records are supported. |
Integration & Interoperability
(7 Yes /7 Known /10 Possible features)
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APIs for Data Exchange Availability of public/private APIs for seamless data transfer with other tools. |
APIs for integrating with other enterprise and banking systems are documented and available. | |
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Market Data Integration Out-of-the-box connections to market data providers. |
Out-of-the-box and custom connections to market data providers are supported. | |
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Excel and Office Suite Integration Direct exports/imports and add-ins for Microsoft Office. |
DealCloud supports Excel and Office Suite integrations for imports and exports. | |
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Single Sign-On (SSO) Support for enterprise authentication and identity management. |
Single Sign-On integration is a standard security/compliance feature offered. | |
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ERP/CRM Integration Direct syncing with core systems such as Salesforce, SAP, etc. |
CRM and ERP integrations (e.g. Salesforce, Microsoft Dynamics) are promoted. | |
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Custom Integration Tools Custom-built connectors or middleware support. |
No information available | |
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Data Import/Export Speed Rate of batch or bulk data import/export processes. |
No information available | |
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Data Mapping Capability Ability to define and map custom data fields between systems. |
Custom field mapping and data connectors are available for integration. | |
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Mobile App Integration Ability to extend platform functionality to mobile applications. |
Mobile app integration and responsive access are part of DealCloud’s product offering. | |
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Third-party Plugin Ecosystem Availability and compatibility of an ecosystem of third-party extensions. |
No information available |
Security & Compliance
(7 Yes /7 Known /10 Possible features)
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End-to-End Encryption All communications and stored data are protected with robust encryption. |
End-to-end encryption for in-transit and at-rest data emphasized in security posture. | |
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Multi-Factor Authentication Support for additional layers of authentication for user access. |
Multi-factor authentication available as per security documentation. | |
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Regulatory Compliance Certifications Accreditations such as SOC 2, ISO 27001, and GDPR compliance. |
SOC 2, ISO, and other compliance certifications are shown in DealCloud security statements. | |
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Data Residency Options Ability to select geographic location for data storage. |
Cloud deployment options support data residency requirements. | |
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Automated User Deprovisioning Automatically revokes access for inactive or terminated users. |
No information available | |
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Role-based Access Controls Customizes feature and data access according to role. |
Role-based access controls are core to DealCloud’s platform administration. | |
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Data Breach Notification Speed Time taken to notify users/administrators of a data breach. |
No information available | |
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Audit Trail/Logging Detailed system logs for all operations and user activity. |
All user activity and system logs are retained and available as a compliance feature. | |
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Secure Data Backups Automated, encrypted backups and restoration procedures. |
Automated encrypted data backups are part of standard platform procedures. | |
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Penetration Testing Frequency Frequency of scheduled independent security tests. |
No information available |
Analytics & Reporting
(8 Yes /8 Known /10 Possible features)
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Dashboard Customization Ability to tailor dashboards to specific deal metrics and KPIs. |
Customizable dashboards for pipeline and KPI tracking are highlighted. | |
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Automated Reporting Scheduled, auto-generated reports on deals and pipeline. |
Automated reporting and scheduled report distribution are available. | |
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Export to Multiple Formats Export reports to PDF, Excel, or PowerPoint. |
Supports report export to PDF, Excel, and other formats. | |
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Benchmark Analytics Built-in industry benchmarks for financial and operational comparisons. |
No information available | |
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Custom KPI Tracking User-defined performance metrics and visualization. |
Custom KPIs and analytics are user-configurable and visualized within dashboards. | |
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Data Visualization Options Range of charts, graphs, and data representations. |
Supports various data visualization options (graphs, charts, reporting widgets). | |
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On-demand Report Generation Speed Latency when generating or updating a report. |
No information available | |
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Historical Trend Analysis Longitudinal data tracking and report capability. |
Historical trend and longitudinal data tracking available in analytics. | |
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Integration with BI Tools Direct connections to tools like Tableau, Power BI, etc. |
Integration with BI tools such as Power BI and Tableau is possible. | |
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Automated Alerts for KPI Deviations Automatic notifications when key metrics fall outside thresholds. |
KPI deviation thresholds and alerts are user-configurable and built-in. |
User Interface & Usability
(7 Yes /7 Known /10 Possible features)
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Intuitive Navigation Logical organization and minimal learning curve of the platform. |
Platform UX is widely noted as intuitive and user-friendly, with customizable layouts and navigation. | |
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Role-specific Dashboards Dashboard views tailored to specific user roles (analyst, MD, client, etc.). |
Role-specific dashboards referenced in product guides and demos. | |
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Multi-language Support Availability in multiple languages for international teams. |
Multi-language support is available for global client coverage (per documentation and support FAQs). | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
No information available | |
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User Onboarding Speed Average time for a new user to become proficient. |
No information available | |
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Customizable Layouts Option for users to personalize workspace arrangement. |
Personalized and customizable dashboard/workspace layouts supported. | |
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Dark Mode/Theme Options Choice of color schemes, including dark mode. |
No information available | |
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Drag-and-Drop Functionality Use of drag-and-drop interface elements for managing files and tasks. |
Drag-and-drop interface elements for document management and workflow. | |
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Help & Documentation Comprehensive user help, guides, and tooltips. |
Platform includes comprehensive help center, documentation, tooltips, and tutorials. | |
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Multi-device Responsiveness Consistent UX on desktop, tablet, and mobile. |
Multi-device responsive design; supports desktop, tablet, mobile browser, and app use. |
Client Engagement Tools
(0 Yes /0 Known /10 Possible features)
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Client Portal Access Dedicated and branded client-facing portal for deal tracking. |
. | No information available |
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Secure Messaging with Clients Encrypted communication features specifically for clients. |
. | No information available |
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Custom Client Reporting Tailored deliverables for client review. |
. | No information available |
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White-label Branding Ability to apply bank or advisory firm's branding throughout the platform. |
. | No information available |
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Client Access Management Granular controls over what clients can see or do. |
. | No information available |
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Client Notification Settings Configurable notification frequency and methods for clients. |
. | No information available |
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Meeting and Call Integration In-app scheduling or links to video conferencing tools. |
. | No information available |
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Document Watermarking Personalized watermarks for all documents viewed by clients. |
. | No information available |
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Client Feedback Collection Built-in mechanisms for collecting and analyzing client feedback. |
. | No information available |
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Audit Trail for Client Actions Tracking and reporting of all client interactions with materials. |
. | No information available |
Implementation & Support
(0 Yes /0 Known /10 Possible features)
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Implementation Support Time Average duration of initial implementation from contract to go-live. |
. | No information available |
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Dedicated Support Manager Availability of an assigned support representative or team. |
. | No information available |
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24/7 Technical Support Round-the-clock support and troubleshooting. |
. | No information available |
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In-platform Help Desk Ability to submit and track support tickets within the application. |
. | No information available |
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Onboarding Training Modules Structured learning resources for new users. |
. | No information available |
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Knowledge Base Availability Comprehensive wiki or library of product documentation. |
. | No information available |
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Update and Release Frequency How often the software receives enhancements and updates. |
. | No information available |
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Community User Forums Active forums or user groups for sharing experiences and tips. |
. | No information available |
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Customization Support Availability of professional services for custom features or workflows. |
. | No information available |
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SLA for Issue Resolution Guaranteed maximum time for resolution of technical issues. |
. | No information available |
Scalability & Performance
(0 Yes /0 Known /10 Possible features)
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Concurrent Deal Capacity Number of M&A processes the system can handle simultaneously. |
. | No information available |
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User Load Scalability System performance as user count increases. |
. | No information available |
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System Uptime Guarantee Availability percentage of the platform per year. |
. | No information available |
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Data Storage Capacity Maximum amount of data the system can store per client or organization. |
. | No information available |
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Response Time Under Load Average platform response time during peak usage. |
. | No information available |
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Automated Resource Scaling Automatic scaling of compute or storage resources in response to usage. |
. | No information available |
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Redundancy/Failover Systems Presence of backup and failover capabilities for business continuity. |
. | No information available |
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Geographic Data Distribution Multi-region data center availability for disaster recovery. |
. | No information available |
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High-Volume Document Processing System throughput for large batches of document uploads, queries, or analysis. |
. | No information available |
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API Rate Limits Number of API calls allowed per minute/hour. |
. | No information available |
Investment Banking CRM for Investment Banking
Specialized CRM systems designed for investment banking relationship management and deal tracking.
More Investment Banking CRM
More Investment Banking ...
User Management and Access Control
(7 Yes /7 Known /11 Possible features)
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Role-based Access Control Assign different permissions to users based on their roles within the organization. |
Role-based access control is standard in enterprise CRMs, and DealCloud documentation explicitly mentions granular permissions based on user roles. | |
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Single Sign-On (SSO) Ability to authenticate users using the organization’s central identity provider. |
DealCloud supports single sign-on (SSO) via SAML/Okta/Active Directory as per platform documentation and client IT case studies. | |
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User Activity Auditing Track and log user actions within the system for security and compliance purposes. |
Audit logs and user activity tracking are referenced in security and compliance resources on DealCloud’s website. | |
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Multi-Factor Authentication (MFA) Enforce additional security with multi-factor authentication for user logins. |
Multi-factor authentication is included in security feature set per vendor datasheet. | |
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Customizable User Profiles Configure user profiles with distinct fields for investment banking. |
Customizable user profiles and fields for investment banking context are highlighted as a core platform differentiator. | |
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Delegated Administration Allow certain users to manage others’ permissions and settings. |
No information available | |
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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. |
No information available | |
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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. |
DealCloud supports bulk import/export of users for administrative simplicity. | |
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User Deactivation/Termination Easily deactivate or remove user accounts when necessary. |
User account deactivation is a basic feature in CRM solutions and referenced in admin documentation. |
Client and Contact Management
(11 Yes /11 Known /12 Possible features)
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Contact Database Centralized repository for client, contact, and entity data. |
Centralized client and contact repository is a core function; described repeatedly in product literature. | |
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Relationship Mapping Visual and data-driven mapping of connections among people and organizations. |
Relationship mapping, both visually and data-driven, is promoted via screenshots and walkthroughs. | |
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Custom Fields and Tagging Define custom fields and tags for segmentation and classification. |
DealCloud supports custom fields and tags for contacts/clients as standard. | |
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Historical Interaction Logging Log all meetings, calls, emails, and notes with clients. |
Historical interaction logging is discussed under 'relationship intelligence' and 'communications tracking'. | |
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Client Hierarchies Support parent-child and group structures for complex client organizations. |
Client group structures and hierarchy management are shown as 'organization hierarchies' in platform demonstrations. | |
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Prospect Management Manage leads and potential deals in pre-engagement phases. |
Prospect management and pipeline for leads is core to DealCloud’s platform. | |
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Bulk Contact Update Make changes to multiple contacts at once. |
Bulk update capabilities for contacts are referenced in Help documentation. | |
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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. |
Duplicate detection and deduplication for data quality is included in admin features. | |
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Client Segmentation Group clients by sector, region, activity, and more. |
Client segmentation by sector, geography, etc., is mentioned in marketing materials. | |
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Advanced Search and Filtering Advanced search and custom filters for database use. |
Advanced search and granular filtering are standard, showcased in UI screenshots. | |
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Contact Import/Export Bulk import or export contact records. |
Contact import/export in bulk is part of onboarding documentation. |
Deal and Pipeline Management
(10 Yes /10 Known /11 Possible features)
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Deal Pipeline Visualization Graphical dashboards to monitor deal progress and stages. |
Visual deal pipeline/kanban board and dashboards are core UI elements in platform demos. | |
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Customizable Deal Stages Define unique deal stages specific to your organization or sector. |
Deal stages are customizable according to case study/customer success stories. | |
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Deal Origination Tracking Track source and origination activity for new deals. |
Deal origination tracking is shown in pipeline tracking and analytics features. | |
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Pipeline Value Calculation Calculate total value, probability, and pipeline metrics. |
DealCloud offers pipeline value calculations and analytics dashboards. | |
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Mandate Documentation Repository Attach and manage mandate letters, IMs, and NDAs. |
Mandate and related documentation repository is highlighted among data/document management features. | |
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Deal Team Assignment Assign internal users to deal teams for collaboration. |
Deal team assignment, collaboration, and roles are built-in features for deal management. | |
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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. |
Archived deals and historical deal records are referenced in support resources. | |
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Integration with Transaction Diligence Tools Connect CRM with financial modeling or diligence solutions. |
Integrations with Excel, financial modeling, and diligence tools are described for capital markets/IB. | |
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Notes and Task Assignment Assign tasks and track notes related to deals. |
Notes and task assignment/sharing tools are shown in product walkthroughs. | |
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Pipeline Filtering and Custom Views Customizable deal filtering and saveable pipeline views. |
Customizable pipeline views and filtering are product features indicated in UI screenshots. |
Task and Activity Management
(9 Yes /9 Known /10 Possible features)
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Automated Task Triggers Automatically create tasks based on events (e.g. new deal, meeting logged). |
Automated task triggers can be configured in workflow builder, per platform guides. | |
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Recurring Task Scheduling Set up recurring meetings, follow-ups, and compliance checks. |
Recurring task scheduling (e.g., follow-ups, meetings) is supported in activity management. | |
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Activity Timeline Chronological view of all past and upcoming activities. |
Chronological activity timelines are displayed for contacts, deals, and users. | |
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Calendar Integration Sync CRM tasks and meetings to Outlook, Gmail, etc. |
Calendar integration and synchronization with Outlook/Gmail are specifically promoted. | |
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Notification and Reminders Automated notifications for upcoming or overdue tasks. |
Automated reminders and notifications on tasks are standard in activity feed and mobile app. | |
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Task Delegation Assign tasks and track delegation progress. |
Task delegation and monitoring are included in project management/task assignment system. | |
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Document Collaboration Share and co-author documents related to tasks/activities. |
Collaboration on documents and records is built-in and referenced repeatedly. | |
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Task Progress Reporting Automated reports on open, completed, and overdue tasks. |
Reporting on task progress/outstanding activities available via dashboards. | |
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Bulk Task Creation and Editing Create or edit tasks for multiple deals/contacts at once. |
Bulk creation/editing of tasks possible via UI for admins or project managers. | |
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Activity Approval Workflows Route tasks or activities for managerial approval. |
No information available |
Integration Capabilities
(8 Yes /8 Known /10 Possible features)
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Email Integration Two-way integration with email platforms (Outlook, Gmail, etc.). |
Two-way email integration with Outlook and Gmail is a repeated feature in content and demos. | |
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Calendar Synchronization Bi-directional syncing with calendar systems. |
Synching with major calendar systems is explicitly called out. | |
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API Availability Availability of well-documented REST/SOAP APIs for custom integrations. |
Well-documented APIs are referenced for custom and third-party integrations. | |
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Third-party Data Feeds Integration with market, news, or CRM data providers (Bloomberg, Refinitiv, etc.). |
Integration with third-party market and news providers (e.g., S&P, FactSet, Bloomberg) is described. | |
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Mobile App Integration Linking with mobile applications for on-the-go access. |
Mobile app integration is described, and dedicated iOS/Android apps are available. | |
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Document Management System (DMS) Integration Connect with DMS like SharePoint or Box. |
Integration with SharePoint/Box/Dropbox for document management is highlighted. | |
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Telephony/Call Logging Integration Log calls and integrate with provider systems (e.g., Cisco, Avaya). |
No information available | |
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CRM Data Import Tools Bulk import historical CRM data from legacy systems. |
CRM data import tool for onboarding legacy data is available for implementations. | |
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Collaboration Platform Integration Integrate with platforms like Microsoft Teams or Slack. |
Integration with Microsoft Teams, Slack, etc., is referenced for collaborative workflow. | |
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Customizable Webhooks Custom webhooks for near real-time data flows. |
No information available |
Compliance, Security and Audit Logging
(10 Yes /10 Known /10 Possible features)
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GDPR/CCPA Compliance Controls Tools and reporting to facilitate compliance with privacy laws. |
GDPR and CCPA compliance-enabling features are referenced (consent, data subject request management). | |
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Regulatory Data Retention Ability to enforce mandatory retention periods for records. |
Retention policy enforcement for compliance is available for client data. | |
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Complete Activity Audit Log Comprehensive tracking of user and system actions. |
Comprehensive user/system activity audit logs are covered under security features. | |
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Field Level Security Restrict visibility/editability of sensitive fields by user or group. |
Field-level security/visibility for sensitive information is described in admin documentation. | |
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Encryption at Rest and In Transit Data is encrypted while stored and when sent across networks. |
End-to-end encryption at rest and in transit is referenced in the platform’s security compliance literature. | |
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Configurable Access Reviews Tools to periodically review and reconcile user access. |
Periodic/review tools for user access and permission reconciliation referenced in compliance/IT documentation. | |
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Data Masking Obscure sensitive data for non-privileged users. |
Data masking for non-privileged users is an available security configuration (per technical FAQ). | |
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Automated Compliance Reporting Generate required reports for auditors or regulators. |
Automated reports for compliance and audits can be generated from the reporting suite. | |
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Intrusion Detection and Monitoring Real-time monitoring for unauthorized access attempts. |
Intrusion detection/alerting is part of monitored cloud and enterprise environments. | |
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Legal Hold Functionality Preserve records for legal or regulatory proceedings. |
Legal hold and record preservation covered in legal/compliance product materials. |
Reporting and Business Intelligence
(7 Yes /7 Known /10 Possible features)
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Custom Dashboard Builder Create bespoke data dashboards for different teams or users. |
Custom dashboard creativity for different users/roles is a repeatedly promoted customization feature. | |
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Ad Hoc Reporting User-friendly tools for custom, on-demand reporting. |
Ad hoc user-driven reporting tools are shown in resources, user guides, and marketing. | |
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Scheduled Report Distribution Automate delivery of recurring reports to users/stakeholders. |
Automatic, recurring report distribution is available and can be scheduled. | |
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Drill-down Capabilities Interactive charts and tables that allow exploration of underlying data. |
Drill-down analysis capabilities in dashboards are referenced and visually depicted. | |
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Export to Excel/PDF Export report outputs in widely used formats. |
Reportedly exports to Excel and PDF are standard for dashboards and custom reports. | |
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Historical Comparison Reports Compare metrics across different periods, deals or teams. |
No information available | |
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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. |
Report access can be managed for user/group for information controls. | |
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Mobile-Optimized Dashboards Reports and dashboards accessible on mobile devices. |
Dashboards and reports are optimized for mobile access via native apps. | |
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Audit Trail of Report Edits Track changes to report definitions and access. |
No information available |
Mobile Access and Usability
(6 Yes /6 Known /9 Possible features)
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Native Mobile Apps Dedicated apps for iOS and Android devices. |
Native iOS and Android apps are available for DealCloud. | |
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Responsive Web Interface Web interface automatically adapts to different device screens. |
Responsive web application is demonstrated and accessible on all device types. | |
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Offline Access Ability to access and update records while offline. |
Offline mobile access and update support noted for sales/deal teams. | |
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Mobile Push Notifications Real-time notifications on mobile for tasks, meetings, approvals. |
Mobile push notifications for tasks/calendar events are referenced for investment banking users. | |
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Mobile Document Capture Capture and upload documents/photos directly from mobile device. |
Mobile apps support document/photo capture direct-to-CRM. | |
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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 search and filter capabilities are called out in mobile feature lists. | |
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Mobile Approval Workflows Approve deals, expenses, or activities while mobile. |
No information available | |
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Geolocation Logging Automatically log meeting/contact location info. |
No information available |
Customization and Extensibility
(9 Yes /9 Known /10 Possible features)
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Custom Entities and Relationships Define new business objects (e.g., ‘Pitch’, ‘Prospect’) and their links. |
Custom data entities and relationship configuration is supported via client onboarding and help guides. | |
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Workflow Automation Automate repetitive processes with configurable workflows. |
Workflow automation, triggers, and configurable processes are highlighted in the marketing materials. | |
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Custom Field and Form Builder Create and edit custom fields or forms without coding. |
Custom field and form builders are described for non-developer configuration. | |
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Branding Customization Apply company branding, logos, and color schemes. |
Brand/application look and feel customization is available. | |
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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. |
Custom notification/alert rules for specific business events can be configured. | |
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Custom Dashboards and Views User/department-specific interface customization. |
User or department dashboard personalization available in platform documentation. | |
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Multi-language Support Support for multiple languages across the interface. |
Multi-language support referenced as available, though primary focus is on English. | |
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Dynamic Role Creation Create and assign custom roles/permissions. |
Custom role/configuration tools for roles/permissions are shown in admin features. | |
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Drag and Drop UI Customization Allow users to personalize certain interface elements. |
Drag-and-drop user interface customization for dashboards/views available. |
Collaboration Tools
(7 Yes /7 Known /9 Possible features)
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Deal Team Messaging Internal chat or messaging specific to deals/clients. |
Deal-specific messaging threads are available for deal teams. | |
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Shared Notes and Annotations Collaboratively edit and comment on CRM records. |
Shared notes, comments, and collaborative annotation tools are demonstrated. | |
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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 and version management available within document management system. | |
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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. |
Kanban/taskboard views for team task/project management are shown in screenshots. | |
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Collaborative Meeting Scheduling Book meetings and share availability within the team. |
Team meeting/calendar scheduling and sharing in-app are available features. | |
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Comment Threads Maintain discussion threads linked to specific clients or deals. |
Comment threads by client or deal are referenced. | |
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External Stakeholder Collaboration Limited and secure sharing with clients or external advisors. |
Limited, secure external stakeholder access for document/deal collaboration is possible. |
Data Quality and Data Enrichment
(9 Yes /9 Known /10 Possible features)
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Automated Data Validation Automated checks for required fields, data formats, and logic. |
Automated data validation tools (required fields, logic, etc.) built-in for admins. | |
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Duplicate Record Detection and Merge Identify and merge duplicate contacts, companies, and deals. |
Duplicate record detection and merge referenced under data quality tools. | |
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Data Enrichment Integration Automatically supplement records with third-party data. |
Data enrichment integrations (third-party data feeds) available as add-on/connectors. | |
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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. |
Manual data review workflow configuration supported for record exceptions. | |
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Bulk Data Update Tools Update large sets of data in a controlled manner. |
Bulk data update/edit tools referenced in IT/admin user documentation. | |
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Field Standardization Rules Standardize company names, titles, and more. |
Data standardization tools (such as company normalization) mentioned as part of enrichment. | |
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Automated Contact Validation Verify validity of email and phone numbers automatically. |
Automated email/phone validation tools are offered as data enrichment add-ons. | |
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Master Data Management (MDM) Integration Integration with bank’s central MDM systems. |
Integration with master data management systems possible, as referenced in implementation resources. | |
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Change Log for Data Edits Track all changes made to records for audit and rollback. |
Comprehensive audit/change log for data edits is a core compliance feature. |
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