NEW YORK and LONDON, March 21, 2025 (GLOBE NEWSWIRE) -- Investment banks have long struggled with CRM systems. Many firms turned to Salesforce and similar platforms, expecting to streamline dealmaking, improve data capture, and build institutional memory. The reality? Low adoption rates, minimal deal impact, and a clunky user experience that forces bankers back to email, Excel, and Word. As a result, valuable knowledge remains scattered and siloed, blocking firms from building sector and subsector intelligence that could set them apart in a hyper-competitive market.