Case Study: a leading mid-market investment bank wins more deals with Messina Group’s sales empowerment solutions

a leading mid-market investment bank boosts win rates and saves 20% of junior bankers’ time with Messina Group

A leading mid-market investment bank with 650 bankers engaged Messina Group to address the challenge of telling more compelling stories to better differentiate themselves and win more deals. They also sought to streamline and improve the delivery of their services across their 22 global offices post-mandate.

Messina Group implemented a Sales Empowerment and Digital Transformation Roadmap, which included advanced analytics, content management, and process automation. As a result, the investment bank is now winning more mandates by improving their win percentage and has achieved significant efficiency gains. The reporting automation saves more than 2 FTEs per year, and the solution saves over 20% of junior bankers' time previously spent on manual tasks.