# Client Meeting Prep Pack for Investment Banking Analysts

> AI assembles the review pack from Datasite, Intralinks, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.

- **Role:** [Investment Banking Analyst](https://calish.com/workflows/for/investment-banking-analyst/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Investment Banking](https://calish.com/workflows/specialty/investment-banking/)
- **Action:** Client Meeting Prep Pack
- **Canonical URL:** https://calish.com/workflows/client-meeting-prep-pack-for-investment-banking-analyst/

## The Problem

Prepping for a Investment Banking client review means pulling performance, allocations, tax posture, and life updates from 5 systems — and the advisor does it the night before.

## What We Build

AI assembles the review pack from Datasite, Intralinks, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.

## Tools & Integrations

- Datasite
- Intralinks
- Capital IQ
- Bloomberg Terminal
- Zapier

## How It Works

1. **Discovery call.** We map your current client meeting prep pack process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Datasite](https://calish.com/workflows/with/client-meeting-prep-pack-for-investment-banking-analyst-with-datasite/) — Client Meeting Prep Pack built natively in Datasite
- [Intralinks](https://calish.com/workflows/with/client-meeting-prep-pack-for-investment-banking-analyst-with-intralinks/) — Client Meeting Prep Pack built natively in Intralinks
- [Capital IQ](https://calish.com/workflows/with/client-meeting-prep-pack-for-investment-banking-analyst-with-capital-iq/) — Client Meeting Prep Pack built natively in Capital IQ
- [Bloomberg Terminal](https://calish.com/workflows/with/client-meeting-prep-pack-for-investment-banking-analyst-with-bloomberg-terminal/) — Client Meeting Prep Pack built natively in Bloomberg Terminal

## Related Workflows

- [Deal Sourcing & Screening for Investment Banking Analysts](https://calish.com/workflows/deal-sourcing-and-screening-for-investment-banking-analyst/)
- [LP & Investor Reporting for Investment Banking Analysts](https://calish.com/workflows/lp-and-investor-reporting-for-investment-banking-analyst/)
- [RMD & Distribution Tracking for Investment Banking Analysts](https://calish.com/workflows/rmd-and-distribution-tracking-for-investment-banking-analyst/)
- [New Client Onboarding for Investment Banking Analysts](https://calish.com/workflows/new-client-onboarding-for-investment-banking-analyst/)
- [Portfolio Drift & Rebalance Alerts for Investment Banking Analysts](https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-investment-banking-analyst/)
- [Quarterly Commentary & Client Letter for Investment Banking Analysts](https://calish.com/workflows/quarterly-commentary-and-client-letter-for-investment-banking-analyst/)

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