Managing Director
Originate new deal mandates and win client engagements
What You Do Today
Identify and pursue new advisory mandates — calling on corporate executives, private equity sponsors, and board members. Pitch your firm's capabilities and win competitive processes against other banks.
AI That Applies
AI identifies potential deal triggers — earnings misses, activist investors, CEO changes, expiring debt — that create advisory opportunities. Prepares briefing materials and pitch templates.
Technologies
How It Works
The system ingests customer interaction data — transactions, communications, behavioral signals, and profile information. The processing layer applies the appropriate analytical models to the structured data, generating scored outputs that surface the most actionable insights. The output — advisory opportunities — surfaces in the existing workflow where the practitioner can review and act on it.
What Changes
Deal origination becomes more data-driven. AI surfaces opportunities from signals you wouldn't have time to monitor manually.
What Stays
Winning a mandate requires trust built over years of relationship building, industry expertise, and the ability to read what a CEO really wants.
What To Do Next
This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.
Establish Your Baseline
Know where you are before you move
Before adopting AI tools for originate new deal mandates and win client engagements, understand your current state.
Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.
Define Your Measures
What to track and how to calculate it
Time per cycle
How to calculate
Measure how long originate new deal mandates and win client engagements takes end-to-end today, then after AI adoption.
Why it matters
The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.
Quality of output
How to calculate
Track error rates, rework frequency, or stakeholder satisfaction scores before and after.
Why it matters
Speed without quality is just faster mistakes. Measure both.
Start These Conversations
Who to talk to and what to ask
your board chair or lead independent director
“What are the top 5 reasons customers contact us, and which of those could be resolved without a human?”
They shape expectations for how AI appears in governance
your CTO or CIO
“How do we currently measure service quality, and would AI-assisted responses change that measurement?”
They own the technology infrastructure that enables AI adoption
Check Your Prerequisites
Confirm readiness before you invest
Check items as you confirm them.