Investing in a Tech Platform to Enable Better Banking

Leaders at DirectBooks keep innovation at the fore by thoughtfully managing stakeholders and prioritizing product refinements.

The finance industry is a bit of a paradox. On one side, you have high-frequency trading, where machines talk to machines and trading happens nearly instantaneously. On the other side, you have relationship-driven work: mergers and acquisitions, IPOs, and debt issuance.

Consider debt. Bankers build relationships with CFOs and executives over time. When a company like Apple, Google, or 3M wants to borrow money from the capital markets (a process known as new issuance), they tap those ...

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