From full-service global institutions to specialist boutique firms, Cantata delivers independent CRM expertise that balances front-office growth with back-office compliance.
Cantata has been operating in the Financial Services space, specifically Investment Banking, for over 20 years. Our clients include investment banks providing a breadth of capability across research, trading, corporate finance, asset management and M&A activity, as well as specialist, boutique firms.
Roadmap projects for these organisations often involve extensive engagement with senior stakeholders at Managing Director level and above. We are experienced at developing buy-in and support for complex change programmes.
Our independence means we can recommend tools from across the market. We have helped clients with advanced auditing and security requirements, such as providing "Ethical Walls" between functions within these organisations, and have developed additional capabilities where standard tools fall short.
Resolved MiFID requirements and assisted with DORA compliance inside CRM workflows.
Supporting secure access to CRM information and workflows across offices, locations and client engagements.
Identifying opportunities to automate routine tasks, improve insight and support informed decision-making.
Advanced functionality to segregate sensitive data between internal functions.
Supporting the relationship management, compliance and operational requirements of investment banking organisations.
Unify CRM capabilities covering sales through compliance, tailored to complex financial services processes.
Support auditing, information management and regulatory obligations across CRM processes.
Provide teams with access to relationship insights, meeting information and client activity across devices.
Restrict access between functions with advanced auditing and segregation capabilities beyond standard tools.
Connect CRM with research, compliance and operational systems to improve visibility and reduce complexity.
Specialised training for diverse, time-poor user communities, driving rapid adoption and value.
Comprehensive support across every function of your organisation.
Trading and market-facing CRM workflows.
Portfolio and investor relationship tracking.
Deal flow and mandate management.
Confidential deal execution and stakeholder tracking.
Distribution and insight summarisation with AI.
Complex sales cycles mapped to your CRM.
Engagement tracking and programme management.
Driving adoption across diverse, time-poor teams.
Tailored enablement for your user community.
Align client engagement, compliance and operational effectiveness through better CRM.