What is the automation tool used in the investment banking?

Robotic process automation (RPA) combines robotic automation with artificial intelligence (AI) to automate human activities for banking. RPA has reshaped the back-end of banking processes, and banks are continuing to explore different ways of expanding it across end-to-end operations.

What is a Pitchbook investment banking?

A pitchbook is a sales document created by an investment bank or firm that details the main attributes of the firm, which is then used by the firm’s sales force to help sell products and services and generate new clients.

What are the main investment banking activities?

Investment banking activities include underwriting new debt and equity securities for all types of corporations, aiding in the sale of securities, and helping to facilitate mergers and acquisitions, reorganizations, and broker trades for both institutions and private investors.

What are the three major investment banks activities?

investment banking (mergers and acquisitions, advisory services, and securities underwriting), asset management (sponsored investment funds), and. trading and principal investments (broker-dealer activities, including proprietary trading (“dealer” transactions) and brokerage trading (“broker” transactions)).

What is the automation tool used in the investment banking trade management case study?

Smart Chaser from BNP Paribas Securities Services BNP Paribas Securities Services (which provides treasury finance and advisory services for investment managers and firms) announced the implementation of a trade matching tool called Smart Chaser which uses predictive analysis to automate trade processing services.

What is the automation tool used in the investment banking finance procedural matching case study?

The use of Robot Process Automation (RPA) technology seems to be the most straightforward answer, especially since the technology has become a universal enabler in banks these days. RPA is best described as a business process tool to automate manual, intensive, repetitive and rule-based tasks.

How do you become an investment bank Pitchbook?

Eight ways to create the perfect investment banking pitchbook

1. The perfect pitchbook should have a clear message.
2. 10-15 pages is enough.
3. Put your case forward early.
4. Add value with the macro view, but keep it concise.
5. Set the scene with the company analysis.
6. Create the most compelling case with the deal rationale.

What is included in a Pitchbook?

Since the pitchbook focuses on specific deals, it includes a list of potential buyers, financial providers, acquisition, and a brief overview. The deal pitchbook also provides a summary of proposals and recommendations for achieving the client’s objectives.

What do commercial banks do?

A commercial bank is a for-profit financial institution that accepts deposits, offers loans and provides other financial services to its customers. Commercial banks help fulfill the medium- and short-term financial requirements of businesses.

What is the difference between commercial and investment banks?

Commercial banks accept deposits, make loans, safeguard assets, and work with many different types of clients, including the general public and businesses. Investment banks, on the other hand, provide services to large corporations and institutional investors.

What is automation in banking?

Banking automation refers to the system of operating the banking process by highly automatic means so that human intervention is reduced to a minimum.

What is the simplest form of automation?

The simplest form of automation is Robotic Process Automation (RPA). The development and implementation of technology to create and distribute goods and services with little human intervention is automation.

What are some examples of real investment banking pitchbooks?

Below are several examples of real investment banking pitchbooks, from various investment banks. This is a typical sell-side pitchbook – Goldman is pitching to Airvana to become their sell-side advisor so the focus is on why Airvana should go with Goldman and some high level analysis of how the market views Airvana in case they do pursue a sale.

What is an example of A pitchbook?

If you’d like to see an example of a pitchbook from an investment bank, you can see this example presentation made by Elliott Associates to the shareholders of Iron Mountain Incorporated in 2011. Another interesting example is a special committee investor presentation made to Dell shareholders prepare by JP Morgan and Evercore Partners.

What are some good examples of Special Committee investor presentations?

Another interesting example is a special committee investor presentation made to Dell shareholders prepare by JP Morgan and Evercore Partners. These two decks will give you plenty of ideas for slides to add to the CFI template. Thank you for downloading and using CFI’s investment banking pitchbook template.

What tasks in the loan origination process can be automated?

It doesn’t end there – there are many high volume, repetitive tasks in the loan origination process that can be automated to improve cycle times, compliance and productivity. Commercial Client On-Boarding: On-boarding new institutional account requires a large amount of up-front data collection, validation and entry.