Streamlining private markets: Enhancing collaboration and maximising opportunities
In today’s rapidly evolving financial landscape, large banks operating in private markets face unique challenges that can hinder growth and limit market share.
Cross-divisional teams often work in isolated silos, leading to missed opportunities and hindering growth. Moreover, the effective utilisation of wealth/private banking as a distribution channel by Asset Management and Investment Bank divisions remains a crucial, yet potentially untapped, route for market expansion.
Adding to these challenges is the widespread prevalence of fragmented internal workflows within financial institutions, which hinder the smooth exchange of crucial information regarding investment opportunities and investor preferences. This disconnected approach not only compromises internal efficiency but also spills over externally, jeopardising client trust and long-term relationships.
In this blog, we will explore how digital solutions provided by Delio can accelerate collaborative efforts and drive workflow efficiency to overcome these challenges, unlocking untapped potential, and positioning your bank for success in private markets.
Coordinated book building and deal flow sharing
At the heart of efficient collaboration lies the ability to seamlessly share deal flow and ideas between cross-divisional teams. By embracing digitised workflows and integrating them into your operations, your bank can foster a culture of information sharing, synergies, and revenue growth. With the help of Delio’s private markets technology, teams can collaborate effectively, cross-reference prospects seeking investment opportunities, and uncover previously hidden commercial opportunities.
A consistent, unified investor experience
Large banks often serve high-net-worth clients who interact with various teams and divisions. To ensure a cohesive and seamless experience for investors, it is essential to present a holistic view of their investments and provide them with easily accessible information. The Delio platform acts as a white-labelled digital hub to curate all of your private markets deal flow in one location and allows clients to review their investments, explore new opportunities, and reinforce their trust in your institution.
Intra-team connectivity
Delio’s platform serves as a catalyst for connectivity, bridging the gap between internal teams and external service providers. By enabling efficient workflow collaboration and ensuring compliance with internal regulations and conflict-of-interest protocols, this empowers teams to work together seamlessly. This visibility and permission functionality eliminates workflow frictions, enhances transparency, and promotes trust within your institution.
One consistent investor-facing portal
Providing a single-access point for all private market opportunities, the Delio platform ensures investors a consistent and streamlined experience. You can deliver a seamless journey that fosters trust and confidence by eliminating internal fragmentation and presenting a unified view. Embedded workflows ensure that the right teams are involved at the right time, maximising efficiency and enhancing client satisfaction.
Effectively manage compliance and regulatory risks
In an increasingly regulated environment, managing compliance and regulatory risks is paramount. Failure to do so can compromise your institution’s reputation and hinder growth. Delio’s technology offers robust compliance checks that are integrated into operational workflows, ensuring adherence to regulatory requirements. By embedding compliance processes and enhancing governance, your bank can mitigate risks and safeguard its reputation, enabling sustainable growth and profitability.
To summarise…
Improved collaboration, streamlined workflows, and technological solutions are the keys to success for large banks operating in private markets. By embracing Delio’s platform, your institution can break down internal silos, maximise cross-team synergies, and capitalise on valuable investment opportunities.
The comprehensive and unified investor-facing portal fosters trust, while robust compliance measures protect your reputation and ensure regulatory adherence. By prioritising collaboration and leveraging cutting-edge technology, your bank can thrive in the dynamic and lucrative world of private markets.
Find out how Delio’s technology can help you achieve this by talking to our experts.
