European Cross-Border M&A Advisory Firm Picked InsightsCRM for its Business Intelligence and Workflow needs

A team of over 30 bankers spread across UK, Germany and France; focussed on Corporate Finance and cross border M&A work. Most of the banking professionals in each of the offices are led as profit centers with a MD level leader for each office. While bulk of their work is with mid-size companies primarily in the healthcare and technology sector in Europe and the United States; they have a select group of global firms as regular clients. The firm’s existing CRM was a competing platform from a US vendor; they were not satisfied with quality of support and their user level ease of engagement on the platform. Maintaining deal workflow discipline and confidentiality across teams was one of the primary considerations; and the individual user engagement on the system was equally important.