Blog

Blog

January 2, 2025

Looking for true client intelligence? Consider retiring your generic CRM.

Financial services
Professional services
Intapp Assist
Intapp DealCloud

Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.

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December 16, 2024

Help M&A teams boost efficiency and profitability with industry-specific AI

Financial services
Professional services
Intapp Assist
Intapp DealCloud

Vertical SaaS and AI solutions like Intapp DealCloud help M&A teams work more efficiently and deliver a better ROI than generic CRMs.

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June 19, 2024

5 ways generative AI can help your professionals work more effectively

Professional services
Intapp Assist
Intapp DealCloud

This article looks at five of the most significant advantages professional services firms achieve from generative AI.

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June 5, 2024

Intapp Employee Compliance product updates

Financial services
Professional services
Intapp Employee Compliance

Intapp Employee Compliance updates, offer new capabilities and user experience enhancements.

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December 16, 2024

Help M&A teams boost efficiency and profitability with industry-specific AI

Over the last 2 years, interest in generative AI has skyrocketed thanks to the launch of AI tools like ChatGPT and Microsoft Copilot. Professionals and […]

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June 19, 2024

5 ways generative AI can help your professionals work more effectively

For professionals at advisory, legal, and capital market firms, generative AI can be transformative. Through capabilities like summarization, data capture, and auto-population, AI can save […]

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June 5, 2024

Intapp Employee Compliance product updates

New features in Intapp Employee Compliance further simplify your employee attestation and personal investment dealing management. The following updates, released in 2024, offer new capabilities […]

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June 3, 2024

How AI data summarization helps your team work faster and smarter

AI is everywhere. News feeds are flooded with articles and commentary about how it’s transforming the workplace by helping teams work faster and smarter. Most […]

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May 31, 2024

From AI to integrations: 3 new DealCloud product innovations to boost performance and results

John Harris

Vice President, Product Management

Intapp DealCloud recently released a suite of new product innovations built to improve efficiency at your firm through automated workflows, zero-entry capabilities, and enhanced collaboration. […]

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May 29, 2024

How tailored relationship intelligence simplifies professional relationship management

In the world of financial and professional services, it’s all about who and what you know. To discover the highest quality opportunities first, your team […]

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May 16, 2024

Intapp announces additions to Industry Solutions team

Industry executives bring expertise and insight to product roadmap and go-to-market strategies Intapp announces the addition of three key members of its Industry Solutions team: […]

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February 12, 2024

Four factors to consider when evaluating cloud-based software

Matthew Hardcastle

Vice President, Industry Solutions

Managing all the data in your firm's financial services ecosystem can be a huge burden, but implementing a connected firm technology ecosystem is the solution.

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October 25, 2023

The importance of a well-designed new business acceptance process at professional services firms

Can your firm’s new business acceptance process pass a risk “health check”? Your firm may already have a new business intake software in place, but […]

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October 12, 2023

How professional service firms can optimize conflict management

Best practices that accelerate conflict review and decision-making Does your firm’s conflicts process take too long and yield unclear results? After bringing a potential new […]

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May 26, 2023

Ease the busy season with automated professional services time tracking software

As this new year kicks off, professional services firms will be diving head-first into the busy season. From January through March, accountants will be buried […]

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March 21, 2023

Fulfilling the promise of CRM

Transcript: The promise of CRM has always been that no matter who you are at your company, you can have a very full 360-degree view […]

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February 27, 2023

Why professional and financial services firms need to evolve

Transcript: Legal, accounting, consulting, and capital markets firms have fared really well during the past two decades and weathered most storms remarkably well, I would […]

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February 24, 2023

Why professional and financial services need an industry cloud

Thad Jampol

Co-Founder and Chief Product Officer

Transcript: Horizontal solutions don’t really work for the specialized requirements and idiosyncrasies of financial and professional services. Financial and professional services are actually very unique […]

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February 13, 2023

Transforming Business Development – Take the Lead

Intapp’s Darryl Cross recently had the honor of partnering with Chris Fritsch of CLIENTSFirst Consulting and David Freeman of the David Freeman Consulting Group, on a webinar about leveraging technology to support business development […]

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February 13, 2023

Transforming Business Development – Build Your Zombie Team

Intapp’s Darryl Cross recently had the honor of partnering with Chris Fritsch of CLIENTSFirst Consulting and David Freeman of the David Freeman Consulting Group, on a webinar about leveraging technology to support business development […]

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January 18, 2023

Data governance best practices for professional and financial services firms

Ben Harrison

President, Industries

At any professional and financial services firm, data is one of the most valuable organizational assets. It should always be treated accordingly, with sound, formal […]

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December 15, 2022

Data governance best practices for professional and financial services firms

At any professional and financial services firm, data is one of the most valuable organizational assets. It should always be treated accordingly, with sound, formal […]

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November 9, 2022

Data hygiene: A guide for professional and financial services firms

Marie-Claire O'Reilly

Senior Client Experience Director

Why quality data is critical — for your firm, your professionals, and your clients Quality data is the basis for all meaningful, actionable insights — […]

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June 13, 2022

Intapp acquires Billstream from Wilson Allen

Next-gen prebilling automation and workflow enhances Intapp Operations & Finance Suite, creating a complete work-to-bill solution for professional services firms PALO ALTO, Calif. — June 13, […]

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