Investment Banking

CRM Specifically Built for Investment Banking Dealmakers

Investment-bankingSalesforce out of the box may not be the best fit for dealmakers and principal investing professionals. That’s why Fast Slow Motion offers a custom approach tailored specifically for investment banking (IB) firms. Our solution comes packaged with everything you need to seamlessly implement Salesforce, while also providing the flexibility of customization to meet your evolving needs, because no two firms are the same. With our expert implementation services, you can elevate your deals with flawless execution and help clients without missing a beat.

We understand your business

Fast Slow Motion offers a customized approach that addresses every aspect of the deal cycle. Our approach tackles your key business processes and pain points, and provides a clear solution and customization plan for the differing realities of each unique firm. Solutions include detailed reports and dashboards, managing prospecting, deal cycles, ongoing relationships with clients, research analysis, and more. We understand the businesses of investment banking (IB) firms, and we can equip you with a platform that enhances your institutional knowledge, offers a single source of truth for scalability and growth, and gives you the gift of time.

Connect on a deeper level

Our approach helps dealmakers form deeper connections with prospects and buyers/sellers by managing relationship data, tracking interactions, and keeping key information up-to-date. By providing all the necessary information at your fingertips, our solution helps build stronger, more personalized relationships with your contacts, helping you stay ahead of the game.

Develop and track a unique strategy for each client

Our approach empowers investment banking (IB) firms to establish a clearly defined strategy for each client that aligns with their objectives. It facilitates identifying the ideal buyers and sellers while ensuring the client’s goals are met, enabling a strategic framework for selecting targeted firms to acquire or buy. This intentional and focused process ensures a streamlined and purposeful approach to achieving desirable outcomes.

Market to the right buyers and sellers

Our approach enables investment banking (IB) firms to strategically market clients to the right set of buyers and sellers by leveraging the rich data captured in Salesforce. With essential buyer and seller information readily available, you can effortlessly filter the buyer/seller list to align with the client’s strategic objectives, ensuring a targeted and effective negotiation process.

Negotiate with confidence

Our approach provides comprehensive insights into the entire relationship lifecycle, empowering you to enhance your negotiation skills. Equipped with crucial information at your disposal, you can maintain current data, clarity, and unwavering confidence throughout the negotiation phase, thanks to our approach’s comprehensive insights into the entire relationship lifecycle.

Diligence the right way

Our approach optimizes the diligence phase of the deal lifecycle, empowering investment banking (IB) firms to gain a comprehensive and streamlined view of the process. Through efficient data collection, analysis, and reporting, you can maximize resource allocation, mitigate risks, and pave the way for successful outcomes.

Close the deal

Our approach streamlines the closing process for dealmakers, allowing for efficient management of all necessary documents, communication, and tasks involved in closing a deal. With our solution, you can ensure that nothing falls through the cracks and that the process runs smoothly from start to finish.

Manage the relationship

After closing a deal, our approach helps dealmakers in managing their ongoing relationships with clients, buyers, and sellers. Our solution provides you with the ability to track all interactions, set reminders for automated and personalized follow-ups, manage any necessary tasks or projects, and ensure long-lasting relationships with your contacts.

Much more than a CRM

Fast Slow Motion’s unique approach to Salesforce provides investment banking (IB) firms with a customized CRM designed for your unique business, clients, and deal cycles. Our solution gives you control over all aspects of your business, making it easier for your team to focus on higher-value tasks and achieve more in less time.

Connect with us

With our Salesforce-based solution, you’ll have the tools and flexibility to optimize your business processes, forge deeper connections, and achieve more in less time. Elevate your deal-making game and take control of your success. Connect with us today and revolutionize your deal lifecycle.

Client Story: Helping an IB Firm Create a Scalable Solution for Growth 


An investment banking (IB) firm faced significant challenges with their existing system designed specifically for IB firms. The system lacked the flexibility to accommodate changes over time, hindering the company’s ability to evolve. Glitches in their reporting functionality further compounded their frustrations. They needed a platform that could scale and grow with their business, while providing a centralized place for storing and managing data.


Fast Slow Motion offered a solution to create a custom experience site, track the diligence phase, and facilitate a seamless hand-off process. We additionally plan to integrate Marketing Cloud Account Engagement to elevate their marketing process, enhancing their outreach and engagement capabilities.


Our solution built on Salesforce offers:

  • Custom experience site: A centralized hub to track their deals, ensuring transparency and efficient management of the entire deal cycle.
  • Streamlined hand-off process: A smooth hand-off process for closed deals, improving collaboration, and enhancing operational efficiency.
  • Enhanced marketing process: A leveled up approach to their marketing efforts, increasing outreach and engagement with their target audience.

Fast Slow Motion’s tailored solution provides the IB firm with the reportable tools they need to overcome the limitations of their existing system, enabling them to scale, streamline operations, and enhance their marketing process.


With our Salesforce-based solution, you’ll have the tools and flexibility to optimize your business processes, forge deeper connections, and achieve more in less time. Elevate your deal-making game and take control of your success. Connect with us today and revolutionize your deal lifecycle.