Case Study: PEAK Technologies saves time and keeps deals on track with Affinity Meetings

How PEAK Technologies keeps deals on track with Affinity Meetings

PEAK Technologies, a tech-focused investment banking firm, needed a better way to manage a surge in meetings as dealmaking moved online during the pandemic. With weekly meetings nearly tripling, the team struggled to keep notes, contact details, and deal information organized, often losing time to manual data entry and delayed sharing. PEAK turned to Affinity and Affinity Meetings to help keep pace with the increased volume.

Affinity automated the capture of contact and deal data from email and calendar activity, while Affinity Meetings surfaced relationship intelligence directly inside Zoom calls. As a result, PEAK Technologies saved 5+ hours per person each week on manual data entry, improved data cleanliness and retention, and gave the whole team faster access to up-to-date deal information, helping them stay focused and deliver a better client experience.

PEAK Technologies

Chad Harding

Managing Partner