BankerBox (Acquired by Intralinks, an SS&C company)

For most investment bankers, the existing CRM adds workload and provides little value. At BankerBox we rethought the conventional, segregated process tools (CRM, VDR, Excel, Email) and leveraged modern technology to create a comprehensive process management tool. We updated the core capabilities of a conventional CRM with a modern, excel influenced design, added a document exchange portal, contact research database, and automation features. The result is a process management tool that reduces workload while providing better data. BankerBox is the CRM, evolved.