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i2i Logic Plugin for Salesforce

Critical customer intelligence for corporate & commercial banking

Overview

  • INDUSTRY INTELLIGENCE: 1,000’s industry and geographic benchmarks

  • PROSPECTING INTELLIGENCE: What companies have banking needs now? Use analytics to create target lists

  • OPPORTUNITY & WALLET INTELLIGENCE: What are the top opportunities for each company? What’s the company wallet? Generate auto account plans

  • COMPANY INTELLIGENCE: Financial and operating profiles and benchmarks to support the pitch

  • CONVERSATION & PITCH INTELLIGENCE: Guided conversation ideas. Auto generated pitch collateral

  • PITCH TO THE CLIENT WITH A BEAUTIFUL INTERACTIVE DIGITAL INTERFACE: Transformative client engagement

  • PROFESSIONAL DEVELOPMENT: Leverage our digital coach, corporate finance learning guides and an interactive e-Learning platform for bankers

The i2i Logic advanced analytics platform for corporate and commercial banking generates intelligence on customer needs - linking those needs with actions for the bank and provides supporting collateral in seconds. The intelligence is delivered via a digital platform to be used by bankers and advisors at their desks and in the field directly with their clients. Typical users include relationship, markets, supply chain and transactional bankers as well as credit teams, bank executives and non-bank corporate advisors. The i2i Logic platform enables you to - • Identify prospects or product opportunities for existing clients. • Provide sales leads and highlights relevant conversation topics. • Enrich client discussions with a digital interactive pitch book. • Lead your client through relevant analytical scenarios to uncover their needs and opportunities. • Spend more time with clients by automating manual analysis and presentation preparation. • Drive professional development across your front line at a fraction of the cost.

Categories

Business Needs
Sales
Sales Intelligence
Sales Productivity
Industries
Financial Services
Personas
Executive
Sales Representative / Manager
Other
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package