For professional and financial services firms, removing data silos is critical in today’s marketplace. By integrating organizational data, firms can gain more holistic views of their performance, make more informed decisions, identify areas for improvement, and respond quickly to changes in the market.

By following these 4 steps, investors and early-stage deal sponsors can quickly and confidently close their complex venture deals.

Vanderbilt Law’s Caitlin “Cat” Moon teaches her students about making the law more accessible and, legal delivery seamless. She also shares ideas on improving our legal ecosystem, and, explains how human-centered design can be applied to the practice of law and other professional services sectors.

Darryl discusses into the importance of “taking the lead” in order to reinforce your client’s confidence in your services and expertise.

Darryl Cross provides a deeper dive on 'protecting the core', an essential business development skill that could make or break your fiscal year.

Check out the top 7 questions to ask when sourcing an M&A deal, and learn how the right technology can help you reach success.

Like most of us, our corporate clients spent the month of January setting goals and realigning on their strategies for the year ahead. This exercise […]

Your firm needs modern dealmaker tools you can rely on, not ones that are outdated or soon to be obsolete.

Succeed with client strategic initiatives and elevate client service by building legal client teams to support strategic accounts. Intapp and its Marketing & Business Development solution can help you qualify clients by providing data analytics to inform your analysis.

If you’re like most private equity (PE) dealmakers, you want to continually up-level your skills and stay on top of trends. But you often find […]

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 […]

Here are nine prompts complete with reconnect email sample templates that you can use to reconnect with contacts.