ADRIAN = FINANCE + DIGITAL

For investment bankers, the smaller the audience, the more expensive the content creation process. Why this needs to be rethought.

Is investment banking ready for natural language generation?

Ideas are communicated from data. And, as the volume of data grows, can we automate the production of ideas?

SlantAdrian CrockettSeptember 28, 2017fix the pitchbook, tech as a tool, fintech, what we do, natural language generation, automationComment

Investment bankers should think like content marketers

Borrowing the content building block approach from marketers can help bankers personaliz and reuse content.

PitchAdrian CrockettSeptember 20, 2017fix the pitchbook, be a better banker, what we doComment

The evolution of the data table

It's really difficult to present a standard data table. So can you use a more intuitive design to show the same data (and have a better meeting)?

The pitchbook of the future

ow technology could transform the distribution, analytics, and personalization of investment banking pitchbooks.

PitchAdrian CrockettAugust 10, 2017fix the pitchbook, what we do, tomorrow's investment bank, tech as a toolComment

How investment banks will benefit from the first wave of machine learning

How machine learning can cut costs for investment banks.

SlantDevon StankJuly 20, 2017tomorrow's investment bank, what we do, tech as a tool, machine learningComment

What’s missing from pitchbook creation?

When creating pitchbooks, testing ideas and applying existing knowledge can elevate a pitchbook. So why doesn't this happen?

Banking automation is here. Are you ready?

Goldman Sachs' Deal Link platform automates about half of the IPO deal process. Why bankers shouldn't be worried about robots.

SlantAdrian CrockettJune 29, 2017tech as a tool, KPO, tomorrow's investment bank, junior bankers, what we do, productivityComment

Is your pitchbook stack in place?

For boutique investment banks, an effective pitchbook stack is essential to making content faster, better, and easier to create.

Why investment banks should embrace crowdsourcing

What if you could crowdsource a list of comps from all the other bankers in your firm?

PitchAdrian CrockettMay 18, 2017tomorrow's investment bank, what we do, benchmarking, comps, crowdsourcingComment

The grittier the banker, the better

Investment banking is a competitive environment. And while you may be talented, do you have the "grit" necessary to get ahead of the bell curve?

SlantAdrian CrockettMay 1, 2017be a better banker, Excel, discourse, professional developmentComment

Step-up to better pitchbook line charts

Some data and chart combinations simply don't work and will result in a bad meeting. Why this is a better chart to use for target price data.

ChartsAdrian CrockettApril 13, 2017line charts, digging data, be a better banker, fix the pitchbook, what we do, explainingComment

Junior bankers can only write what they know

If we don't nurture the writing skills analysts and associates, are we creating an industry where no one knows how to craft a pitchbook?

Junior bankers, do you know your optimal stopping point?

When creating pitchbooks for senior bankers, when is an further effort a waste of time?

WinAdrian CrockettFebruary 16, 2017be a better banker, fix the pitchbook, junior bankers, innovation Comment

Strats: The future of investment banking

Why Wall Street should look to Goldman Sachs' Strats division for the future of banking. And the skills needed to be successful.

SlantAdrian CrockettJanuary 19, 2017tomorrow's investment bank, discourse, tech as a tool, Goldman SachsComment

What I learned from a year of publishing on LinkedIn

Adrian CrockettJanuary 6, 2017Comment

“Similar. But different”: innovation in pitchbook visualizations

Is a benchmarking ever just a benchmarking chart?

ChartsAdrian CrockettDecember 22, 2016fix the pitchbook, benchmarking, bar charts, Ranking Chart, what we do, be a better bankerComment

You created a pitchbook. So what?

When creating a lengthy pitchbook for a client meeting, how asking "so what?" can ensure you are delivering insights and not just repeating data.

WinAdrian CrockettDecember 13, 2016fix the pitchbook, be a better banker, chart, what we doComment

Investment Banking Strat | Digital Transformation | Design Thinking | Innovation & Strategy | Executive - 20+ yrs experience.