Product » Use Case
Investment Banking
A tailored solution to improve investment bankers’ ability to retain and win new business.
In partnership with:
AI Transformation
ModuleQ’s Unprompted AI delivers quality insights to bankers based on their areas of focus, their workflows, and their data sources.
Prospecting
Stay informed when public filings are made, when board members move, and when your colleagues meet with target companies.
Pitching
Receive a new mandate alert filled with actionable content, to stay on top of new channels of business.
Sales
Receive a pre-meeting brief to minimize time to prep, as well as new mandate alerts so you can strike while the iron’s hot.
Prospecting
Sunil is an FSG Banker for a large enterprise bank. He leverages ModuleQ to stay up to date across his private equity sponsors, the underlying portfolio companies, and their comps.
Significant Development Alert:
Pitching
Mary is an ECM banker, she leverages ModuleQ’s New Mandate Alerts to improve her pitching and gain visibility across her team.
New Mandate Alert:
Receive alerts when a banker wins a new mandate on a coverage area relevant to your role
Receive the necessary materials to help tailor your sales messaging
Stay instantly connected to what’s happening globally across your firm
Sales
Greg is a TMT banker who leverages ModuleQ’s Pre-Meeting Alert to reduce prep time before prospect meetings.
Pre-Meeting Alert:
Receive a customized brief an hour before a scheduled meeting on your calendar
Stay abreast of all relevant trends within your CRM without logging in
Incorporate all relevant market data, news, and contacts
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ModuleQ has teamed up with LSEG to create LSEG AI Alerts, helping LSEG customers get greater value from their data by surfacing the right information to the right banker at the right moment.
