• Investment bankers generate enormous amounts of relationship, pipeline and transaction data that isn’t always easy to access.
  
• The MadeMarket Connector enables Claude and Chat GPT to access and analyze that information using natural language prompts.
  
• From meeting preparation and pipeline visibility to relationship discovery and custom reporting, bankers can get answers faster and make better use of the data already stored in MadeMarket.

Making information more accessible

Investment bankers deal with enormous amounts of information every day. Relationship data, meeting notes, deal activity, pipeline updates and business development efforts all contribute to a firm's ability to source opportunities, execute transactions and build stronger relationships.

But capturing, organizing and maintaining that information has always been a challenge. That's one of the reasons why so many firms invest in MadeMarket, which helps structure relationship, pipeline and deal data around the way investment bankers actually work.

Now, AI is building on that foundation.

By combining AI assistants—Claude and Chat GPT—with MadeMarket data, bankers can ask questions in plain English and quickly retrieve information that might otherwise require multiple searches, filters or reports. Instead of spending time digging through records, users can focus on finding answers and acting on them.

The result is a more powerful way to leverage the relationship, pipeline and deal data already organized within MadeMarket, helping bankers find answers faster and get more value from the information they collect every day.

What the MadeMarket Connector does

The MadeMarket Connector gives AI assistants secure, read-only access to the data stored within your firm's MadeMarket environment. Rather than relying solely on manually created reports, searches or dashboards, your team can interact with their data through natural language.

The Connector allows AI assistants to query information across contacts, firms, opportunities, deals, activities and tasks, then return answers based on the records available within your organization's MadeMarket account. Because access is limited to your firm's data, responses are grounded in the same relationship, pipeline and transaction information your team already uses every day.

In practice, that means your team can move beyond navigating individual records and instead focus on the questions they're trying to answer. Whether they're researching a company, reviewing a deal, preparing for a meeting or checking their pipeline, the Connector makes it possible to retrieve relevant information through a simple conversation with an AI assistant.

For example, a banker might ask:

• What are my open tasks this week?
• Show me all opportunities in the Pitch stage owned by me.
• How has the Meridian Capital deal progressed?
• Tell me everything we know about Acme Corp.
• Prep me for my meeting with John Smith tomorrow.

These questions span multiple areas of the platform, including tasks, opportunities, deals, firms, contacts and activity histories. Traditionally, answering them might require reviewing several records, running searches or pulling together information from multiple sources.

With the Connector, AI assistants can retrieve and analyze relevant information from across MadeMarket, then present it in a clear, human-readable format. The result is less time spent searching for information and more time spent using it.

This flexibility also allows bankers to ask follow-up questions and explore information in greater depth. A simple question about a company can evolve into a discussion about recent interactions, relationship history, active opportunities or previous transactions. Instead of retrieving a single record, users can engage in a conversation that helps them better understand the full context surrounding a relationship, company or deal.

Faster meeting preparation

MadeMarket already helps firms centralize relationship history, activity records, deal information and other important client context. The MadeMarket Connector makes that information even more accessible by allowing bankers to interact with it through AI assistants.

For example, before a meeting, a banker can ask an AI assistant to prepare a briefing on a company or contact. The assistant can pull together recent interactions, relationship history, relevant opportunities and deal activity from MadeMarket, helping the banker quickly get up to speed and walk into the conversation better prepared.

Better deal and pipeline visibility

MadeMarket helps firms track opportunities, manage active engagements and maintain visibility across the pipeline. AI assistants can help teams get more value from that information by quickly surfacing the updates, trends and priorities that matter most.

For example, a banker can ask for a summary of all active opportunities, identify deals that haven't seen recent activity or review how a transaction has progressed over time. Rather than manually reviewing records and reports, they can quickly understand the current state of the pipeline and focus their attention where it's needed most.

Relationship discovery

MadeMarket helps firms capture and organize the relationship intelligence that drives business development, making it easier to understand who knows whom, where connections exist and how relationships have evolved over time.

When pursuing a new prospect, a banker can ask an AI assistant who at the firm has the strongest connection to a target company or contact and how that relationship was established.

By building on the relationship history, activity records and deal involvement already tracked in MadeMarket, the assistant can help identify the most effective path to an introduction and surface opportunities that might otherwise be missed.

Custom reporting and dashboards

MadeMarket's reporting tools and dashboards are built around the way investment banking teams actually work, making it easier to track relationships, monitor pipeline activity and manage deal execution. But specific projects, client requests and internal analyses sometimes require reporting and dashboards tailored to a particular need. That's where AI assistants can be particularly useful.

For example, a managing director might ask for a pipeline review focused on founder-owned businesses, a business development leader could request a summary of referral activity by source or a deal team might want a consolidated view of buyer engagement across several active transactions. Instead of creating new reports or manually reworking existing ones, users can describe what they need and receive a customized analysis built from their MadeMarket data.

Looking ahead

As AI continues to reshape investment banking, firms will need tools that not only generate insights but can also access and understand the data that drives their business. MadeMarket is continuing to expand its AI capabilities, helping bankers unlock more value from their relationships, pipeline and deal data. By combining new AI technologies with the only CRM built specifically for investment banking, MadeMarket is making it easier for firms to access information, uncover opportunities and work more efficiently.