Intralinks for Banking & Securities
from Intralinks
Deal sourcing, client management, and secure document sharing platform for investment banking transactions including pipeline management, buy-side and sell-side coordination, and compliance tracking.
Category:
Investment Banking CRM
Specialized CRM systems designed for investment banking relationship management and deal tracking.
Analysis on right >
Category:
M&A Advisory Tools
Solutions that support the mergers and acquisitions process from target identification to deal completion.
Investment Banking CRM analysis
Data Quality and Data Enrichment
(7 Yes /7 Known /10 Possible features)
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1. Change Log for Data Edits
Track all changes made to records for audit and rollback.
Change logs for edits and full audit/rollback are mentioned in compliance and product documentation.
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2. Master Data Management (MDM) Integration
Integration with bank’s central MDM systems.
Master Data Management (MDM) integration is available for large banks per integration documentation.
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3. Automated Contact Validation
Verify validity of email and phone numbers automatically.
Automated validation of contact info (e.g., email and phone formats) is part of onboarding and KYC requirements.
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4. Field Standardization Rules
Standardize company names, titles, and more.
Field standardization rules can be enforced in data templates.
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5. Bulk Data Update Tools
Update large sets of data in a controlled manner.
No information available
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6. Manual Data Review Workflows
Route incomplete/suspicious records for manual resolution.
No information available
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7. Data Completeness Scoring
Assess and score records for missing information.
No information available
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8. Data Enrichment Integration
Automatically supplement records with third-party data.
Data enrichment plugins for third-party data are available for client and deal profiles.
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9. Duplicate Record Detection and Merge
Identify and merge duplicate contacts, companies, and deals.
Duplicate detection and cleaning tools are listed for contacts/companies.
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10. Automated Data Validation
Automated checks for required fields, data formats, and logic.
Automated data validation (e.g., required fields in document uploads) ensures data quality.
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Collaboration Tools
(3 Yes /3 Known /9 Possible features)
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Customization and Extensibility
(4 Yes /4 Known /10 Possible features)
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Mobile Access and Usability
(7 Yes /7 Known /9 Possible features)
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Reporting and Business Intelligence
(7 Yes /7 Known /10 Possible features)
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Compliance, Security and Audit Logging
(8 Yes /8 Known /10 Possible features)
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Integration Capabilities
(8 Yes /8 Known /10 Possible features)
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Task and Activity Management
(2 Yes /3 Known /10 Possible features)
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Deal and Pipeline Management
(8 Yes /8 Known /11 Possible features)
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Client and Contact Management
(8 Yes /8 Known /12 Possible features)
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User Management and Access Control
(8 Yes /8 Known /11 Possible features)
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Publicly available data.
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