Every mandate,visible in real time.
CIB on Salesforce — for coverage teams, deal teams, and the compliance function that governs both.
Where governance leaks.
Coverage without a single client view
Bankers walk into meetings without knowing what the rest of the firm has touched. We give coverage the full, permissioned picture.
Information barriers enforced by etiquette
Need-to-know enforced by access controls survives an audit. Good intentions don’t. We make the walls platform rules.
Deal status reconstructed for every committee
Mandate pipelines assembled by hand each week. In one governed workspace, status is real-time and the pack writes itself.
Governed by default, visible in real time.
All three problems are governance problems wearing different suits. This is what deal work looks like when the platform does the governing.
Coverage, complete
Every client touchpoint — meetings, calls, mandates, exposure — in one permissioned view per banker, with Interaction Summaries on the record.
Walls as rules
Information barriers built on FSC’s Compliant Data Sharing: the wall is a platform rule with an audit trail, not a hallway convention.
Mandates, live
Deal status, approvals and client communications in one governed workspace — the committee pack writes itself, examiner-ready.
Deal data is sensitive by default.
Govern it like it.
We treat CIB delivery as a security architecture problem first: compliant data sharing, least-privilege access and audit trails designed before the first screen is built. Velocity comes from that, not despite it.
Talk it throughLet’s talk.
One conversation with the architect — and a clear view of what your bank could ship next quarter.
Talk to the architect