Boutique Investment Banking Technology Benchmarking
Over 70 Questions Covering 30+ Capabilities
With over 70 questions covering 30+ capabilities ranging from your basic PC/laptop computer to the latest AI tools, our survey provides the most comprehensive assessment of how boutique investment banks should be leveraging technology to their advantage to drive business deals.
Plain English Descriptions
We understand that technology can seem complicated to many people with its own language. Our bespoke survey ensures every question comes with plain, non-technology descriptions of each capability to help your business users understand how technology can benefit your bankers and what they can expect from technology services.
Easy-to-Use Tool
Whether you are looking to understand how your bankers view your current technology capabilities, benchmark your technology services against your peers, or simply generate some new ideas on what great technology can (should) be doing for you, our custom build survey tool is designed especially for bankers to quickly and easily provide feedback either from a mobile (ie iPhone), tablet( ie iPad) or PC (laptop) device.
Over 70 Questions Covering 30+ Capabilities
With over 70 questions covering 30+ capabilities ranging from your basic PC/laptop computer to the latest AI tools, our survey provides the most comprehensive assessment of how boutique investment banks should be leveraging technology to their advantage to drive business deals.
Covered Topics Include:
- Infrastructure
- End User Devices (PC/Laptops /Tablet etc.)
- Office Employee Wifi/Network Services
- Communication (Phones, Email, Chat, Messaging)
- Remote Connectivity (VPN)
- Service Management (Helpdesk, Requests, Availability)
- Information Security
- Identity & Access Management (IAM)
- Office Building & Area Access
- Data Loss Prevention (DLP)
- Security Information & Event Management (SEIM)
- Data Storage Encryption (EKM/CKM)
- Banking Management
- Customer Relationship Management (CRM)
- Deal Pipeline & Revenue Management
- Industry Fees and League Table Analysis
- Banker Enablement
- Pitch Deck/Presentation Branding & Reusable Content
- Document Sharing & Collaboration
- Company & Industry Research
- Knowledge Management & Information Sharing
- Data Analysis and Financial Modelling
- Data Science, AI, NLP, and Automation
- Client Enablement
- Client Portal
- Document Sharing and Collaboration
- Client Collaboration
- Client Preferences and Interests
- Online Data Analysis and Analytics Collaboration
- Online (Video) Meeting Collaboration
- Business Development & Audience Engagement
- Audience Analytics and Targeting
- Corporate Website
- Deal Announcements & Email Push Marketing
- Social Media Marketing & Listening
- Meeting & Events Management
Plain English Descriptions
Plain English descriptions of each technology capability help bankers understand what they should be expecting from technology and express how important they view this.
Informative Maturity Descriptions
Each capability also comes with easy-to-understand maturity descriptions which help bankers assess their current technology capabilities against a standardized et of outcomes.
