Digital Transformation Opportunities In Investment Banking Training Ppt

Slide 1

This slide illustrates the introduction to investment banking. It highlights that investment banking is the division of a bank or financial institution that provides mergers and acquisitions (M&A) advisory and underwriting (capital raising) services to governments, corporations, and institutions.

Slide 2

This slide depicts significant areas of investment banking. It offers merger and acquisition advisory as well as underwriting services.

Instructor’s Notes: The following services are provided by full-service banks:

• Sales and Trading- Entails bringing together securities buyers and sellers in the secondary market. Investment banking sales and trading teams act as agents for clients or trade the firm's own capital assets
• Equity Research- The equity research group's research, or "coverage," of securities assists investors in making investment decisions and facilitates stock trading
• Asset Management- Entails managing investments for diverse investors, including institutions and individuals, across various investment styles
• Underwriting- Capital raising and underwriting teams connect investors and companies to raise capital or go public through IPO. This function serves the primary market, known as "new capital.“
• Mergers and Acquisitions (M&A)- Advisory roles for business buyers and sellers, managing the M&A process from start to finish

Slide 3

This slide depicts challenges faced by investment banking. The challenges are insufficient capital resources high operational costs, imperfect customer service, cybersecurity flaws, poor talent access, increased regulations, outdated technology, and industry competition.

Slide 4

This slide depicts investment banking opportunities. The opportunities are attracting new clients, cutting operational costs, improving customer relationships, ramping up cybersecurity, accessing great talent, meeting fintech regulations, and integrating latest technologies.