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How investment bankers should create a change management plan for software adoption

Upgrade your investment bank's technology without user resistance! This guide outlines 8 steps based on Kotter's change management principles to ensure successful software adoption, from building urgency to celebrating wins and sustaining momentum. Learn how to overcome common pitfalls and create a thriving new workflow for your IBD team.

  • Financial services
  • Investment banking
  • + 1 more

Promoting better decision-making in commercial real estate

Technology is rapidly transforming commercial real estate (CRE) and firms need to use data in a purpose-driven way. Learn more.

  • Financial services
  • Real assets
  • + 1 more

Content strategy for law firms: How to increase and sustain client engagement by optimizing the digital client journey

Savvy law firms leverage their content strategy to enhance the client journey, using digital channels to optimize relevancy and content delivery. Supported by a broader digital strategy, modern campaigns incorporate sophisticated segmentation tools and a social media strategy for maximum impact.

  • Legal
  • Intapp DealCloud

5 must-have security features for M&A technology

Prevent data breaches from happening to your firm by adopting M&A technology that includes these five must-have security features.

  • Financial services
  • Private capital
  • + 1 more

Developing dealmakers: How to turn your M&A analysts into industry leaders with L&D initiatives

The number-one driver of workplace culture is the opportunity to learn and grow, according to a recent LinkedIn survey. Although many dealmakers apply learning and […]

  • Private capital
  • Intapp DealCloud

4 generations at work: How capital markets firms can leverage differences across internal teams

With 4 different generations at work, it can be difficult to run your capital markets firm as one cohesive, collaborative unit.

  • Private capital
  • Intapp DealCloud

Succession planning best practices for capital markets firms

Check out three best practices that capital markets firms can take to smoothly implement a succession plan.

  • Financial services
  • Private capital
  • + 1 more

6 tips for evaluating VC pipeline management solutions

Investing in software for VC firms can help firms stay ahead. Here are 6 tips for evaluating VC pipeline management solutions.

  • Private capital
  • Intapp DealCloud

Building and using private equity institutional knowledge

When a PE firm builds, organizes, and deploys its institutional knowledge, it can discover and execute more profitable deals.

  • Financial services
  • Private capital
  • + 1 more

Understanding and preparing for each stage of an M&A transaction

Read this review of M&A transaction deal stages to learn how dealmakers can better navigate the transaction process.

  • Private capital
  • Intapp DealCloud

How to create a clear private equity investment thesis

For every dozen private equity deals, only one or two generate significant returns to their investors, according to Investopedia. The biggest reason why deals either […]

  • Private capital
  • Intapp DealCloud

The rule of 5: Expanding practice and service areas to increase client loyalty and drive revenue and profitability

Intapp DealCloud helps firms perform whitespace analysis to expand coverage for legal practice and service areas, boost client service levels, and build client loyalty to drive revenue and profitability.

  • Legal
  • Intapp DealCloud