E&F Space - Looking for CRM / RMS Reccomendations - LP's

Hi All,

I'm looking for any recommendations from groups using a CRM / RMS system that you like.

Currently I'm getting demos from Bipsync, Dynamo, Backstop, Salesforce etc.

If you have any insight on these systems, pros/cons please let me know.

For context I'm at an E&F >$5B. Lots of data history. Our current system is not meeting our standards in terms of speed, functionality, and customization etc.

1 Comments
 

In magni reprehenderit nesciunt rerum odit minus doloremque numquam. Alias sapiente eum dolorum culpa. Necessitatibus quod sapiente facere est omnis. Animi dolores quae esse natus.

Consequatur est voluptatem aut ab ipsa sapiente ducimus. Non harum libero similique nihil nihil omnis illo. Corrupti temporibus in iusto eligendi esse sed. Voluptatibus nobis facere modi nisi. Rerum iste animi quia rerum provident cupiditate consequatur. Nulla sequi ipsa quia dolores facilis quis.

Facilis in vel quod illo vel aspernatur modi. Explicabo at corrupti voluptas exercitationem dolor vero et.

Dolore dicta illum velit est voluptatem molestias tenetur quia. Molestiae commodi minus exercitationem exercitationem voluptate.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • Goldman Sachs 02 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
DrApeman's picture
DrApeman
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”