https://digitaldataroom.org/vdr-solutions-key-to-next-level-investor-engagement/

Deal origination bankers are essential to the capital markets industry, because they aid their companies in acquiring clients and generating leads. They are also responsible for ensuring that their business is aware of all the current transactions and is ready to take on a lucrative opportunity when it arises.

This is a resource-intensive and time-consuming process, and companies are now outsourcing certain of their deal-making efforts to specialists or establish an in-house team. Automated software like SlyBroadcast is also a useful tool in this regard. They let companies follow up with their clients via sending non-intrusive automated voice messages (i.e. pre-recorded messages) to their contacts, informing them about opportunities to expand their business.

Outbound deal sourcing, which is a more recent strategy, involves creating the list and then making contact with them directly. This type of deal sourcing, usually executed by specialist investment firms is more likely provide quantifiable results.

Just as we wouldn’t want to live without mobile movie theater apps which conveniently display show times or cameras that require us to drop off film rolls to be developed and developed, investment bankers cannot more afford to continue relying on outdated technology, tools and processes. Inability to adapt to the latest tools and technologies can cause a loss of competitive advantage, as well as the risk of being beaten by more agile competitors. Fortunately, modern investment banks are making the most of private company intelligence platforms and other advanced technologies to simplify data collection, improve workflows, transform data into proprietary advantages, and much more.