at Financial Technnology Year
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Bain CRM Solutions
from Bain & Company
Specializing in tailored CRM solutions for investment banking, which includes data analysis, relationship tracking, and client engagement strategies.
Category:
Investment Banking CRM
Specialized CRM systems designed for investment banking relationship management and deal tracking.
Analysis on right >
Investment Banking CRM analysis
Data Quality and Data Enrichment
(2 Yes /2 Known /10 Possible features)
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1. Change Log for Data Edits
Track all changes made to records for audit and rollback.
No information available
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2. Master Data Management (MDM) Integration
Integration with bank’s central MDM systems.
No information available
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3. Automated Contact Validation
Verify validity of email and phone numbers automatically.
No information available
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4. Field Standardization Rules
Standardize company names, titles, and more.
No information available
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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.
No information available
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9. Duplicate Record Detection and Merge
Identify and merge duplicate contacts, companies, and deals.
Duplicate record detection and merge features are key to maintaining a clean contact and client book, and are typically included in analytic CRMs.
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10. Automated Data Validation
Automated checks for required fields, data formats, and logic.
Automated data validation is implied by the advanced analytics/data quality focus of Bain's CRM.
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Collaboration Tools
(1 Yes /1 Known /9 Possible features)
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Customization and Extensibility
(6 Yes /6 Known /10 Possible features)
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Mobile Access and Usability
(1 Yes /1 Known /9 Possible features)
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Reporting and Business Intelligence
(3 Yes /3 Known /10 Possible features)
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Compliance, Security and Audit Logging
(6 Yes /6 Known /10 Possible features)
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Integration Capabilities
(1 Yes /1 Known /10 Possible features)
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Task and Activity Management
(3 Yes /3 Known /10 Possible features)
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Deal and Pipeline Management
(6 Yes /6 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
(3 Yes /3 Known /11 Possible features)
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Publicly available data, summarised using AI.
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