INDUSTRIES: INVESTMENT BANKING & ADVISORY FIRMS
From coverage management and deal origination to mandate tracking and market data, our investment banking technology consulting services design your infrastructure around how advisory firms generate and execute business.
3,900+
Projects delivered
All Strategies
M&A, debt, restructuring, advisory
All Sizes
Growth boutiques to bulge bracket
We have seen these patterns. Here is how we solve them.
01
Contact and relationship Data that Never Stays Current
Banker relationships are the core asset, but keeping contact data current requires effort that rarely happens. Stale data means missed outreach, duplicate contacts, and wasted BD time.
We activate relationship intelligence to automate contact maintenance.
02
No Systematic Deal Origination Pipeline
Coverage conversations, potential mandates, and active deals tracked in banker notebooks and email. No visibility across the team. No accountability or pattern recognition.
We build structured origination pipelines with team-level visibility.
03
Counterparty Intelligence Outside Your Workflow
Market data platforms open in separate tabs. Bankers manually transfer deal data between systems, introducing errors and slowing prep for every client call.
We connect market data providers natively into your deal workflow.
04
No Cross-sell Visibility across Client Relationships
Every banker manages their own book. Existing client relationships invisible to adjacent coverage. Revenue walks out the door because no one sees the full client picture.
We configure relationship hierarchy and cross-team visibility.
Investment banking moves on relationships.
We design your platforms so every connection stays visible and every opportunity stays in play.
Technology configured for your workflows.
CRM & Coverage Management
Corporate relationship tracking, coverage assignments, interaction logging, and relationship scoring configured for how investment banking coverage actually works.
Deal Origination Pipeline
Mandate tracking from first conversation to engagement. Deal stage automation and team-level pipeline visibility for how advisory firms originate business.
Market Data Integration
External market intelligence connected natively inside your deal objects — so your team has everything in one place without switching between systems.
Relationship Intelligence
Automated contact enrichment and relationship scoring so your database stays current without manual effort from your bankers.
Outreach & Communications
Targeted client and prospect communications, segmented by coverage, sector, or product, with tracking and analytics.
Platform Advisory
Evaluating platforms for your firm? We have seen what works across hundreds of implementations and can guide your decision.
Don’t take our word for it, take theirs.
Datasheet
Monarch implements
80+ workflows, integrations, and customizations.
See what’s possible.