Over 26 years in the CRM market, we've got smart about the challenges capital markets professionals and investment bankers face and have designed our CRM to address those needs. With AscendixRE, the technology does all the heavy lifting in profiling all the lenders and associating them with borrowers, while you can wholeheartedly focus on catching key relationships and closing more deals.
Brokering the deal between the Lender and the Borrower gets easier with AscendixRE Capital Markets CRM. We’ve automated the matchmaking process, so all you need to do is to update capital sources with proper profiles in a single platform.
Track each Contact and Account granularly in a few clicks. No messy spreadsheets; all data is categorized and stored in a single CRM database accessible to the entire team, at the right time.
Analyze deal stages, capital sources, number of Contacts, loan origination sources, and everything you need on separate dashboards. Demonstrate a high level of operational efficiency by generating reports inside your CRM system and sending them to clients whenever they request.
Watch the video to explore how AscendixRE CRM helps capital markets professionals and investment bankers in:
If you want to discuss specific features of our customer relationship management platform, our consultants will be glad to assist you.
If you’re an investment banker looking for results-driven opportunities, or a developer seeking financing services for a project, let AscendixRE CRM do the work for you.
AscendixRE is a Salesforce-based CRM for Capital Markets that offers various tracking and business development options.
For example:
With a complete tracking of capital sources, you can quickly match the Lenders with Capital Sources and invite them into the deal.
With AscendixRE Capital Markets CRM you make sure that your Capital Sources are updated with proper profiles so that when you create a new Deal with specific parameters and start finding relevant capital sources, it automatically derives an intelligent set of capital sources for you to consider.
Our CRM takes all your hard work of profiling capital sources and clients’ needs. It provides a facility to intelligently match lenders with borrowers together so that you can increase your productivity and close more deals within a single platform.
AscendixRE Capital Markets CRM contains two game-changing features: Find Sources and Deal Sources. They provide brokers and investment bankers with intelligence that can’t be captured from Excel spreadsheets.
Implemented in the CRM system, these two functions help brokers to be more organized across the firm, track historical records, submit proper deals to particular capital sources, track equity and debt, create targeted lists of clients, and more.
With numerous deals going on at once, you need to track lots of data, including analytics, the current stage of the deal process, the number of clients and contacts you have, etc. All this also requires robust reporting on types of deals or who’s been presented with capital sources.
AscendixRE CRM provides the flexibility of dashboards so that you have everything presented on a single Broker’s Dashboard.
With AscendixRE CRM for Capital Markets, you can categorize and group Equity profiles quickly and have it on a single platform. You get instant access to necessary data in a few clicks.
There’s no need to create new Sourcing for each deal on your capital markets platform. You can copy Sourcing records from past Deals while we ensure there are no duplicates.
Associate multiple Capital Sources with your new Deal in a few clicks.
Learn how to improve transactional efficiencies with the full scope of our financial software solutions.
Fine-tune your searches with Ascendix Search. Our tool intelligently matches the client’s requirements concerning a lending partner with the requirements of the lending partner community. It ensures you bring the right parties together to close the transaction and manage relationships effectively.
By using Ascendix Search, brokers can easily find sources for capital markets and commercial loans that match specific criteria, locate them on a map, analyze them with charts and graphs, export lists to Excel for a quick analysis, and generate visually-appealing reports.
Capital markets experts need to track the state of every transaction and the maturity of every Deal. As a solution, AscendixRE has a Kanban dashboard that helps you to:
“ AscendixRE for Capital Markets upgrade gave us the ability to store information on the criteria of various capital sources using fields that could then be indexed or queried to facilitate the procurement of capital for our debt/equity projects. Qualitatively the upgrade has absolutely met our expectations in organizing our capital source information in a dynamic way that is collaborative and accessible to everyone. ”
Compared to other CRMs that are meant for the broker who’s selling or buying properties, not who’s finding the funding for somebody who’s buying property, our purpose-built capital markets CRM knows your needs and speaks the same terminology.
If you’re tired of making your current CRM speak your language, it might be high time you set your sight for a new system for a good price.
AscendixRE Capital Markets CRM offers an optimal plan for its users – $99/mo Enterprise Plan. It includes a Salesforce license, Ascendix Search app, Report Generation app, Commission Tracking, and our Concierge Service Support.
Ascendix is a team of professionals ready to provide your company with tailored capital market CRM solutions. We make sure your contact relationship data is clean, organized, accessible, and actionable whereas our tool automates all your unique workflows.
“ Ascendix has over 26 years of development expertise ranging from business analysts, solution architects, a whole plethora of staff developers to quality assurance. We fully understand the importance of following a process and a methodology and have invested in resources both domestically and internationally to not only deliver with great bandwidth and capability but also in a cost-compressed fashion. So, where others who are delivering a service that might be made up purely of domestic resources that require an expense model that may be beyond the means of a particular company, we have the ability to come in and provide a much more cost-compressed solution but without compromising a commitment to best practices and process. ”
CRM in investment banking is a central depository and storage for all data concerning clients, contacts, leads, transactions, deals lifecycle, pipelines, loan origination sources, and more.
Yes, but choosing the right CRM for such a data-sensitive industry as investment banking requires a thorough analysis of the security level and complexity of data input. In this case, we advise contacting CRM consultants that help investors find the right and secure solution for their business.
Investment bankers use software depending on the type of investment bank and the individual’s role within the organization. Different banks may have proprietary tools or prefer specific software based on their needs and preferences.
The commonly used tools among investors are:
Your ideal Capital Markets CRM must contain the following features:
To try all the listed above features in an easy-to-use Capital Market CRM software, feel free to request a demo.
AscendixRE Capital Markets CRM consists of the best practices of Ascendix Technologies combined with Salesforce. Whether you need custom fields to manage smartly capital sources or want to add more criteria in the searching scenario, our in-house team can customize a CRM to make it a driven force of your success. We promote high flexibility and customization to tailor the solution to the client’s exacting needs.
We offer a free demo of our Capital Markets CRM solution without any obligations.