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Intralinks for Banking and Securities

Accelerate business, not risk.

Banking and securities firms face intense pressure to accelerate business velocity and improve customer engagement, while maintaining compliance with a web of complex regulations. Controlled information sharing is at the heart of most financial activities, from advisory to operations, corporate risk and compliance. 

Sharing and exchanging information is a critical business requirement that provides a host of benefits for banking and securities firms, but without the proper controls it becomes a source of regulatory and business risk. Intralinks is the leading content collaboration platform for the financial services industry, with customers that include 15 of the 20 largest international banks and securities firms. They use our platform to develop new revenue sources, reduce operational expenses and improve customer experiences with enhanced communication but at the same time, they reduce risk by maintaining complete control over shared information.

M&A and Corporate Finance Advisory Hand

M&A and Corporate Finance Advisory.

When was the last time someone asked you to work slower and get less done? Well, your deal teams are under pressure to manage more clients and close more deals, but they need tools that enable them to work faster and smarter. That’s exactly what Intralinks does. Use our platform across the entire deal lifecycle to streamline operations, reduce risk, improve client experiences, increase visibility and better engage deal participants. Intralinks is designed to:

  • Coordinate deal team collaboration and deal preparation
  • Manage deal marketing and target identification
  • Perform due diligence
  • Establish clean rooms and manage post-merger integrations

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Learn more about managing the Deal Lifecycle >

Retail Banking Operations.

Transparent communications are the cornerstone of customer and channel loyalty. Intralinks enables you to increase operational efficiency and reduce regulatory risk by better managing information exchange with customers and channel partners. Let us help you:

  • Enhance customer communications
  • Manage broker and direct mortgage submissions
  • Coordinate regular information exchange and case management
  • Implement an eDelivery platform

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Corporate Banking Operations Two People

Corporate Banking Operations.

Streamlined communication and collaborations facilitate a smooth lending process. The Intralinks platform can help you with customer relationship management (CRM), pipeline tracking, book building, document distribution, amendment voting and reporting.  Use it to:

  • Conduct loan syndication and servicing
  • Carry out municipal and community lending
  • Manage project and infrastructure lending 

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Debt Capital Markets.

Accelerating and simplifying debt financing transactions, from deal structuring to marketing and reporting, reduces costs, improves the bottom line and strengthens client relationships. Intralinks helps you:

  • Market asset-backed and mortgage-backed securities
  • Conduct debt private placements (144A and Regulation D)
  • Execute nonperforming loan sales
  • Manage catastrophe bonds 

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Private Wealth and Asset Management Operations.

Private wealth and asset managers must collect, process and distribute a substantial amount of sensitive, confidential financial data. In order to improve client retention and satisfaction, it’s important that the process is well-organized, reliable and secure. Intralinks enables managers to easily receive financial performance information from partners, distribute client reports and communicate on one secure platform. Private Wealth and Asset Managers use Intralinks to:

  • Manage client communications
  • Perform investor reporting
  • Collaborate with external partners
  • Act as a secure content repository
  • Serve as an eDelivery platform 

Learn more about Investor and Client Reporting >

Risk and Compliance.

Managing intensifying regulatory risk and compliance requires tools that let you increase transparency, secure the exchange of regulated information and enable controlled sharing of high-risk documents. Banks use our platform to:

  • Conduct regulatory and compliance risk management
  • Anti-Money Laundering and Other Financial Crimes
  • Reduce vendor risk and manage third parties
  • Manage regulatory submissions and document exchange
  • Coordinate financial monitors
  • Execute data governance programs

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Learn more about recent information governance regulations >

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Marketing.

Business units need all the help they can get to develop new revenue growth channels and improve the customer digital journey. Intralinks boosts team performance by enabling you to streamline workflows and enhance secure communications across the customer lifecycle. Use Intralinks to:

  • Manage customer communications
  • Exchange channel information
  • Coordinate campaign plan
  • Manage digital asset collaboration
  • Serve as an eDelivery platform

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Corporate Development

To boost team productivity, arm your corporate development teams with secure tools optimized for each phase of the M&A deal lifecycle. Intralinks enables you to create a living archive of deal opportunities, maintain pipeline transparency and streamline deal team collaboration. Use Intralinks to:

  • Source and market deals
  • Manage deal pipelines
  • Conduct due diligence for strategic transactions
  • Establish clean rooms and manage post-merger integrations 

Explore Intralinks for Corporate Development >

Learn more about managing the Deal Lifecycle >

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Finance, Legal and Human Resources Spotlight

Finance, Legal and Human Resources.

When it comes to handling financial data, legal documents and employee information, maintaining the highest security standards is paramount. Intralinks empowers business teams to collaborate with key internal and external partners on even the most sensitive and regulated documents, such as tax data, corporate strategy plans and sensitive HR records. Use Intralinks to:

  • Secure the audit management process
  • Manage compensation planning and analysis
  • Maintain electronic employee files
  • Streamline contract management

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