For investment bank sales desks
Every salesperson, client and product, from Japan to Australia or New York to London, rolled up to the numbers you already report. Ask where wallet share is below benchmark and get the clients, the products and the figure, with nothing invented.
Regions, products and sub-products are configuration, not code. The roll-up is asserted on every refresh: desk equals regions equals salespeople equals clients, to the penny.
Your revenue against the client's estimated wallet, by product line, ranked by the gap.
Who covers what, who is thin, and what the thin patch is worth against benchmark.
"Which clients grew in rates but not credit?" Answered from your rows, with the rows shown.
Three steps, in this order.
Revenue by client ID, product and salesperson, plus your benchmark file.
We assert every level against the reported total before anything is shown.
Each salesperson sees their book. The desk head sees the ranked gaps.
Short answers. The Help center has the long ones.
No. Covirage works on client IDs and figures. The name mapping stays in your systems, and the platform can run inside your own tenant.
Any benchmark you hold as a file: Coalition Greenwich, McLagan, Tricumen or an internal one. It is reconciled to the same client IDs.
Your CRM shows activity. Covirage shows share: revenue against wallet, by client and product, with an assistant that answers follow-ups from the same figures.
Analytics software for investment banking, compared · Alternatives to named products
Written for this industry: the measures, the data you already hold, and the arithmetic.
Explain investment banking fee movements using completed deals, recognized fees and service mix. Reconcile advisory and underwriting revenue before investigating changes in deal size, participation and negotiated terms.
Oct 1, 20265 min readAn investment banking dashboard separates recognized fees from expected deal fees by sector team. Work a fee-ledger reconciliation, a mandate pipeline, and a delayed-close scenario that changes the forward view without changing reported revenue.
Sep 30, 20266 min readUnderstand how advisory and underwriting activity becomes fee revenue and business-line profit. A worked US example connects completed mandates, fee yield, compensation and support costs, then tests a delayed transaction.
Sep 14, 20265 min readHow investment banks should choose analytics software: start from the questions, check the data you hold, ask vendors ten questions, avoid the traps.
Sep 1, 20264 min readThe ten coverage KPIs an investment bank should run on, each with its formula, the export it comes from and what it tells you: share of client fee wallet, pitch to mandate conversion, coverage recency by wallet, league table position against client wallet, senior contact breadth, product penetration per client, revenue concentration, pipeline of mandated and pitched deals, coverage officer transitions, and return on balance sheet committed. Also the three measures most banks miss, the figures to drop, the identities, and who owns what.
Aug 11, 20264 min readHow an investment bank's institutional sales desk measures coverage from its own revenue and contact data: which clients each salesperson reaches, which products each client trades with the desk, and the roll-up that reconciles to the benchmark submission.
Jul 22, 20264 min read