MadeMarket
Investment bankers streamline their workflow with a purpose-built CRM designed specifically for managing deals and contacts. This platform enhances transaction tracking, automates reporting, and provides actionable insights throughout buy-side and sell-side activities. Teams can effortlessly monitor performance, enhance client relationships, and ultimately close more deals—faster and more efficiently.
Top MadeMarket Alternatives
FPS GOLD Core Banking
FPS GOLD Core Banking redefines banking operations with its robust system designed to streamline processes across relationship management, teller services, deposits, and loans.
IQProspects
IQProspects is a dynamic financial CRM software designed specifically for banks and credit unions.
ANALEC
Facing significant industry challenges, ANALEC offers innovative technology solutions tailored for full-service broker-dealers.
ProTracker Advantage
ProTracker Advantage Desktop is an intuitive client relationship management solution tailored for financial advisors and wealth managers.
EquinoxCRM
EquinoxCRM offers a robust cloud-based platform designed specifically for Registered Investment Advisors and Broker Dealers.
ProTracker RMD
ProTracker RMD simplifies the complexities of calculating and monitoring Required Minimum Distributions (RMDs) for clients.
Centrex Software
With capabilities for automated decisioning, portfolio management, and seamless payment integrations, organizations can enhance client...
Growfin
With seamless integration into Netsuite, it automates tasks, minimizes overdue invoices, and ensures secure data...
MortgageHalo
It effortlessly identifies and nurtures leads while sending personalized communications for key events...
IQ Suite
Designed for community banks, it streamlines customer interactions, enabling teams to address issues proactively and...
SeedRM
Accessible globally via the cloud-based Salesforce.com platform, users can easily share and manage vital information...
360 View CRM
With insights into account data and automated marketing, it empowers teams to provide timely, tailored...
LeadCenter.AI
By automating key tasks, it allows advisors to focus on building client relationships and optimizing...
8vdX
With AI-driven insights and seamless integration capabilities, it enhances investment strategies, safeguards proprietary information, and...
MCA Track
With powerful tools used by industry leaders and integration with GoACH for smooth payment processing...
Top MadeMarket Features
- Automated deal flow tracking
- Intuitive data management tools
- Actionable insights for transactions
- Customizable pipeline KPIs
- Auto-sync with emails
- calendar integration
- Advanced analytics reporting
- User-friendly interface design
- Detailed transaction management
- Client insight generation
- Relationship history tracking
- Team collaboration features
- Efficient deal marketing tools
- Performance monitoring capabilities
- Real-time progress visualization
- Secure data handling (SOC 2 compliance)
- Transaction preference management
- Contact profile auto-updating
- Custom team creation options
- Comprehensive opportunity management
- Enhanced workflow streamlining.
Top MadeMarket Alternatives
- FPS GOLD Core Banking
- IQProspects
- ANALEC
- ProTracker Advantage
- EquinoxCRM
- ProTracker RMD
- Centrex Software
- Growfin
- MortgageHalo
- IQ Suite
- SeedRM
- 360 View CRM
- LeadCenter.AI
- 8vdX
- MCA Track
