Case Study: Corporate Advisory Solutions achieves doubled contacts and major time-and-cost savings with Affinity

How Corporate Advisory Solutions is defining itself as a digital-first investment and merchant banking firm with Affinity

Corporate Advisory Solutions (CAS), a boutique investment and merchant banking firm, needed a CRM and automated data-entry solution their whole team could adopt quickly with minimal training. Struggling with low adoption and heavy manual work in Salesforce, CAS wanted a system that would integrate with their workflows and serve as a marketing tool in a virtual, digital-first environment—so they chose Affinity.

Affinity’s relationship-intelligence CRM consolidated email and calendar data to automatically capture contacts, more than doubling CAS’s database from ~8,000 to 17,000 on day one. The platform cut onboarding time by 16–20 hours per new hire, saved an estimated $8,000–$10,000 in manual data-entry labor, and—through integrations like MailChimp—enabled CAS to scale marketing, improve team adoption, and use Affinity as a central source of truth for future growth.

Corporate Advisory Solutions

Michael Lamm

Co-Founder and Managing Partner