Data governance best practices for professional and financial services firms
Key indicators that your PE firm needs to implement new technology
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President, Industries
How these dealmakers convinced their partners to adopt industry-specific CRM
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President, Industries
Inside Intapp Spotlight: Meet Laura Fallone, Senior Director of Client Experience
5 pitfalls of rogue technology for modern CRE dealmakers (and how one system solves for them all)
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President, Industries
How legal marketing and business development talent in client-facing roles drives revenue and improves client relationship management
7 types of meetings that private equity firms and investment banks can streamline or eliminate with technology
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President, Industries
Five reasons why technology is your advisory firm’s most valuable asset
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President, Industries
Alternative asset managers need a better way to build institutional knowledge
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President, Industries
Intapp and ILTA roundtable recap: How top firms are deploying Microsoft Teams and promoting secure collaboration
3 ways to optimize Microsoft 365 to improve document management for accountants
8 change management tips to help CRE teams ease new software adoption
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President, Industries
Leverage proposal management solutions to improve pitches
Better manage material non-public information and conflicts
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Senior Industry Strategist, Risk & Compliance
Data hygiene: A guide for professional and financial services firms
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Senior Client Experience Director
How to organize your corporate development deal sourcing
Improve your corporate legal teams’ Microsoft 365 experience
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Channel Partner Manager
3 steps for better collaboration within capital market deal teams
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President, Industries