Banking & Lending › Channel & Digital Banking › CRM for Banking

Affinity

Relationship intelligence CRM for dealmakers in investment banking and capital markets.

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Overview

Affinity is a relationship intelligence CRM built for relationship-driven financial organizations such as investment banks, private equity teams, and capital markets firms. Instead of a generic sales CRM, it focuses on managing networks, tracking introductions, and organizing deal flow.

The platform automatically captures data from email and calendar interactions to populate profiles and surface relationship strength across a firm's collective network.

Key Features

+ Relationship intelligence CRM
+ Automatic capture from email and calendar
+ Network and introduction tracking
+ Deal flow organization
+ Relationship strength scoring
+ Shared firm-wide relationship data

Integrations

Open APIREST API

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