Deal origination and investment banking is an integral element of the job of professionals in the capital market, in that they assist their businesses to attract clients who are valuable and generate leads. They are also accountable for ensuring that their firm is aware of all currently available deals, and are ready to place a bid when a suitable opportunity presents itself.
This is a resource-intensive and time-consuming process, and firms are outsourcing certain aspects of their deal-making to specialists or create an in-house team. Automated software solutions such as SlyBroadcast can be an effective tool in this regard, as they allow companies to follow up with their clients by sending automated messages that are not intrusive (i.e. pre-recorded voicemails) to their contacts, letting them be aware of new opportunities.
Outbound deal sourcing, which is a more recent method, involves making a list and making contact with them directly. This type of deal sourcing, usually carried out by specialized investment firms is more likely provide quantifiable results.
Investment bankers cannot continue to depend on outdated technologies tools, processes, and tools. Failure to be able to adapt to new technologies and tools can result in a loss of competitive advantage, and also the possibility of being taken over by more agile competitors. Modern investment banks can benefit from advanced technology and private intelligence platforms for companies to improve data collection and scale workflows. They can also transform data into proprietary benefits.