Corporate & Investment Banking on Salesforce

The challenges we solve

/01

Coverage without a single client view

Bankers walk into meetings without knowing what the rest of the firm has touched. Interaction history, mandates and product exposure live in different silos — and the client can tell. We give coverage one governed view, with information barriers enforced inside it.

give coverage teams the full client picture without breaching information barriers?

capture interaction notes once and make them work for the whole team?

/02

Information barriers managed by email

MNPI lists, wall-crossings and conflicts checks tracked in spreadsheets are a regulatory finding waiting to happen. We enforce the walls in the platform itself — least-privilege access, logged crossings, conflicts surfaced before the meeting, not after the trade.

enforce information barriers inside the platform instead of around it?

evidence wall-crossings and conflicts checks without a documentation scramble?

/03

Pipeline reporting assembled by hand

Mandate status compiled into slides every Friday is stale by Monday. We make the deal record the single source of truth — live pipeline across products and regions, fee visibility, and leadership dashboards that don't need a human refresh.

see live pipeline across products and regions without chasing spreadsheets?

give leadership mandate visibility they actually trust?

The anatomy

Governed by default, visible in real time.

All three problems are governance problems wearing different suits. This is what deal work looks like when the platform does the governing.

01
Coverage, complete. Every client touchpoint — meetings, calls, mandates in motion — sits on one coverage record, so the next conversation starts from the whole history.
02
The deal room. Each mandate is a deal record with its team, stages and documents — pipeline reporting becomes a view, not a Friday spreadsheet exercise.
03
Walls, enforced. Information barriers are platform rules, not etiquette: deal teams see their deals, nobody else does, and access changes with the deal stage.
04
Interaction capture. Structured meeting summaries with compliance-visible fields — the record of advice survives the banker's inbox.
05
Approvals in the flow. Stage transitions carry their approvals with them; the evidence trail is a by-product of moving the deal forward.
06
The real-time book. Coverage heads and management see mandates, stages and fees as they are right now — across every desk.

Sensitive by default, governed by design — which is the only way this data should ever move: And when you are ready for agents: any AI summarising deal activity operates inside the same walls as the people do — access by stage, enforced by the platform.

etiquette is not a control.— S.

How we think

Deal data is sensitive by default. Govern it like it.

We treat CIB delivery as a security architecture problem first: compliant data sharing, least-privilege access and audit trails designed before the first screen is built. Velocity comes from the same discipline — when access is governed by data, collaboration stops being a risk decision.

Compliant data sharingDeal managementLeast-privilege accessAudit-ready by default

Every mandate, visible in real time

Coverage without a single client view

Information barriers managed by email

Pipeline reporting assembled by hand

Governed by default, visible in real time.

Deal data is sensitive by default. Govern it like it.

Information barriers are platform rules, not etiquette

How did the agent decide? The question your regulator will ask

Weeks, not months: compressing Salesforce lending delivery without cutting corners

Let's talk.