Deal & List Management Systems


During this session, we will explore the complexities around streamlining the deal process from a Control Room perspective, presenting a solution that encompasses the full deal lifecycle including workflows, conflict of interest checks, list management, reporting & controls.

Topics covered:

  • The chaotic current state of deal management
  • Deal Management challenges
  • The solution – Deal Management Portal
  • From inception to conclusion
  • Use case of DMS application and benefits

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