Case Study: IEG Investment Banking Group achieves relationship transparency and client trust with Affinity

How IEG Investment Banking Group is able to showcase the strength of its network with Affinity

IEG Investment Banking Group is a leading, global mid‑cap technology investment banking boutique headquartered in Berlin with an 80‑person team and offices in India, China, and the US. After RelateIQ was acquired by Salesforce and became too complex to give clear visibility into partner relationships, IEG turned to Affinity — using Affinity’s CRM to better understand and manage the nature and strength of relationships across its global teams.

Affinity enabled IEG to transparently demonstrate its network by opening the Affinity system to clients, showing lists of potential buyers, the lineage of communication, and automatically tracked relationship scores. As a result, IEG can prove access to decision‑makers, build stronger client trust, and convert relationship transparency into a measurable, sustainable competitive advantage.

IEG Investment Banking Group

Mirko Heide

Managing Director