Automating the Dealmaking Process

Dealmakers rely on various equipment to carry out their very own jobs, including spreadsheets, note-taking and to-do apps, speak to control devices, Blackbook apps, and scheduling calendars. While the product may think hassle-free to begin with, they can quickly consume a dealmaker’s time and cause data to become disorderly and fragmented. They might also show privileged facts to the wrong people, or they could be vulnerable to cybersecurity dangers.

Fortunately, software can help dealmakers streamline the workflow and make the process more transparent. It can also save them time and money, and improve their solutions. To learn more, check out this play-back of a Merrill Insight webinar with Beth Seidler, co-founder and overseer of capabilities at Clearsight Advisors.

Automating your job flow removes repetitive tasks, decreases the need for multiple Target gatherings and many emails, and offers participants quickly access to essential facts. Additionally , it increases production and grows accountability, which can give your institution a competitive edge.

Dealmakers are extremely leveraging application to quicken the M&A process and reduce their costs. During a latest Merrill InsightTM webinar, Beth Seidler shared her tips for using technology to optimize your M&A method and improve your success rate. Watch this video to get how automation can help you improve your work flow and close more requires.

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