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Brokerage
Institutional Pitch & RFP Pipeline Management
Complexity
Medium
Timeline
10-14 weeks
Outcomes
4+
Challenge
Complex institutional sales cycles for IPOs and M&A advisory with no centralized deal tracking or MNPI access controls.
Solution
FSC Financial Deal Management with Compliant Data Sharing for MNPI management, custom opportunity stages, and integrated data room connectivity.
Key Outcomes
- Centralized deal pipeline visibility
- MNPI access controls and audit trail
- Improved sales velocity
- Better forecasting accuracy
Tags
salesbrokerageinstitutionalrfpdeal-management
Implementation Timeline
10-14 weeks
Medium Complexity