• Many bankers still prep for meetings with clients or targets by hunting for important info across scattered emails, spreadsheets and their colleagues, which can be slow, incomplete and risky when the stakes are high.
• On the other hand, being able to see your firm’s full history with a contact—including emails, meetings, deals and internal connections—helps you deliver better service and execute with confidence.
• MadeMarket makes this easy with purpose-built tools that capture clean data, surface insights fast and give your entire team access to trusted, centralized relationship intel.

Walking into a client call without the full picture is a risk most bankers can’t afford—yet it happens all the time. In most firms, relationship context is scattered across inboxes, spreadsheets and conversations no one remembers to log.

MadeMarket changes that. With a few clicks, you can pull a complete, real-time view of any relationship—past communication, deal history, internal activity and firmwide engagement—so you’re never flying blind.

We call this a 360° relationship review. And when it comes to client prep, it’s become a go-to move for high-performing dealmakers.

The old way: frantic emails and outdated files

Let’s say you’re prepping for a call with a founder you haven’t spoken to in 18 months.

You’re trying to remember who introduced you. Was it from a conference? A banker on another team? What did you talk about? How did it go? Was it about an ongoing deal or an idea for a new one? There are probably a few notes on this somewhere, but where? And who else are they connected to? Are they connected with anyone you’ve engaged during a deal in the past? Didn’t someone from your firm pitch them on…? You dig through old emails, Slack messages, and a few tracking logs—but nothing feels reliable and without a reliable, centralized record, your colleagues can only give you their memory’s best impression.

By the time the meeting starts, you’re hoping you didn’t miss something important.

The MadeMarket way: clear, complete context in seconds

With MadeMarket, that same prep takes minutes.

You search the contact or firm. Instantly, you see:

• Who last spoke with them (and when)
• What deals they’ve seen and how they responded
• All internal notes, files, and touchpoints
• A log of meetings, emails, and activities tied to the relationship

It’s everything you’d want to know before a call, organized in one central location that connects everyone’s data from throughout your firm.

Learn more: 4 Investment Banking Fire Drills That Shouldn’t Exist (And How to Eliminate Them)

Relationship IQ: know who to bring into the conversation

In addition to helping you prep, MadeMarket also helps you utilize this data to capitalize on your firm’s network.

Searching throughout all of your records, MadeMarket’s Relationship IQ analyzes your firm’s communication, engagement and deal history to show who has the strongest connection to a given contact or firm. Whether you're trying to win a new mandate or reconnect with an old buyer, you’ll know exactly who to loop in—and why.

It’s a smarter way to warm up cold intros and personalize outreach, backed by actual relationship data—not just gut instinct.

Using Salesforce? You can still run 360° relationship reviews.

If your firm uses Salesforce as its primary CRM, you can still unlock the power of MadeMarket’s relationship intelligence and data architecture.

Our Salesforce integration gives you access to MadeMarket’s deal and relationship data—right inside your Salesforce environment. Contact and firm records stay synced automatically, and you can view deal history, activity logs and tasks without switching systems.

It’s a seamless way to extend Salesforce with purpose-built investment banking workflows—so your team gets a complete relationship view, no matter where they work.

Learn more: Why Investment Bankers Are Integrating MadeMarket with their Salesforce CRM‍

Why it works: Purpose-built for investment bankers

Everything about the platform is designed to make it easy for bankers to capture, share and access the relationship data that actually matters. Here's how:

• Faster, easier data entry: Built-in tools streamline and automate activity capture—so bankers don’t waste time updating logs or copying data between systems. Tasks that used to take 30 minutes now take three. On average, teams using MadeMarket update their tracking logs 12X faster.
• Higher-quality data, right out of the box: MadeMarket makes it easy to upload and maintain clean, consistent data because the platform is structured around how investment bankers already work. Instead of forcing teams to hack together custom fields in a generic CRM, MadeMarket gives them a ready-built, easy-to-use framework designed for deals, relationships and activity tracking.
• Firmwide visibility and continuity: As a centralized platform, MadeMarket doesn’t just show you your own interactions—it gives you access to the full history of your firm’s relationship with any contact or company. Emails, meetings, deals, notes, tasks—it’s all there. And when a banker leaves, that knowledge doesn’t walk out the door with them.

Learn more: What's the difference between a CRM and CRDM for Investment Bankers?

The new standard for relationship management in investment banking

As the pace of deals accelerates and client expectations rise, having fast, reliable access to relationship intelligence isn’t a luxury—it’s table stakes. Firms that centralize their data, streamline workflows and tap into the full strength of their internal network will consistently outpace those that don’t.

With MadeMarket, you’re not just preparing better for your next call—you’re setting a new standard for how your firm builds trust, wins mandates and closes more deals.

To learn more and explore what MadeMarket can do for you, connect with a member of our team to get started with a demo!