Blog

Blog

September 16, 2021

The top three email marketing templates for private equity firms and investment banks

Ben Harrison

President, Industries

Email marketing is a key communications channel for private equity firms and investment banks, allowing dealmakers and other capital markets professionals to easily communicate with […]

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September 13, 2021

How Consulting Firms Can Upgrade the Client Consultant Relationship to Win Recurring Business

The client consultant relationship is the bedrock of every successful consulting firm. Firms can ensure client satisfaction by automating their intake process, billing with transparency, and capturing and tracking client commitments. Using a purpose-built consulting solution — like Intapp — brings all three of these elements into […]

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September 1, 2021

The Future of Accounting: Working In a Connected Firm

In addition to changing workforces that are more geographically distributed and tech savvy than ever before, process automation and artificial intelligence are transforming how accounting firms operate, potentially bringing unity […]

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August 30, 2021

How to better manage relationships with deal pipeline software and CRM solutions

Ben Harrison

President, Industries

People and professionals remain at the heart of all business, as a recent Gartner article explained. However, to truly succeed in their industries — especially […]

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August 25, 2021

Find top candidates with executive talent tracking software

Amit Lalwani

Vice President, Financial Services

Building connections with top-level professionals is vital in any business deal, and keeping those connections is even more important. Private equity professionals benefit from building […]

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August 24, 2021

Improve collaboration and connectivity with Intapp Workspaces

When the COVID-19 pandemic hit, firms quickly adopted digital technology and a hybrid work environment, allowing their professionals — as well as clients and third […]

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August 11, 2021

Why capital market firms need strong financial services cybersecurity

Ben Harrison

President, Industries

Security spending is globally outpacing IT spending for numerous reasons, including the growing trend of digital transformation within firms, the increasing volume of cyber threats, […]

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August 3, 2021

Three must-have dashboards for placement agent CRM software

Placement agents — the rising stars of the private equity world — are a driving force as fundraising heats up across the industry. In a […]

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August 3, 2021

How IAASB’s New Quality Management Standards Affect Your Accounting Firm: A Closer Look at ISQM 1

Jey Purushotham

Compliance Practice Group Lead

As discussed recently, the International Auditing and Assurance Standards Board (IAASB) approved new quality management standards (ISQM 1) in an effort to modernize the organization’s […]

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August 2, 2021

3 Tips to Help Consulting Firms Drive Client Success

In today’s consulting world, firms are undergoing immense pressure to adapt quickly to the changing market, with the entry of non-traditional competitors, new M&A dealings, […]

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July 28, 2021

Five steps to improve independence compliance process

Risk management is a continual process for accounting firms. Recent violators have paid the prices by not adhering to independence guidelines set forth by the […]

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July 26, 2021

Meet Our June Intapp Employee Hero, Alex Clayton

Alex Clayton, our latest Intapp Hero honoree, is an Enterprise Account Director for the DealCloud Financial Services Account Management team based in London. Clayton consistently […]

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July 23, 2021

Why investors need secondary market pipeline technology

Ben Harrison

President, Industries

Investors who use secondary market pipeline technology are having their day in the sun. In the past, investing in alternative assets was not a primary […]

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July 22, 2021

The Evolution of Legal Data Analytics and AI-Based Insights

Jill Nelson

Senior Director, Intapp Time
Sharon Scenna

Senior Solution Management Director,
Intapp Time

Legal data analytics allows decision-makers to understand past and future trends within the legal industry, make smarter strategic decisions within their law firms, and improve […]

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July 19, 2021

Manage AML and CDD with Intapp Risk & Compliance

Streamline AML and CDD Management with Intapp Risk & Compliance Navigating an Evolving Compliance Landscape Reaping the Benefits of Intapp Risk & Compliance Implementing Easy-to-Use […]

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July 13, 2021

5 Ways Purpose-Built Software Can Accelerate Your Accounting Firm’s Client Acceptance

Winning clients is tough and retaining them is even tougher. This is especially true in the accounting industry, as ever-increasing competition, fragile relationships, and dwindling […]

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July 8, 2021

Win Business and Grow Your Firm with Cloud-Based Solutions

Although the COVID-19 pandemic certainly amplified the need for companies to operate remotely, 88% of professional services organizations had already begun transitioning to the cloud […]

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July 1, 2021

The ultimate guide to drive law firm growth and client success with AI

Learn how your firm can apply technologies such as intelligent automation and AI across the entire client lifecycle to win more business, operate more profitably, […]

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June 30, 2021

How top investor relations teams are leveraging technology

Ben Harrison

President, Industries

After a slowdown during the early stages of the pandemic, fundraising is back in full swing in 2021. According to DealCloud’s Spring 2021 Dealmaker Pulse […]

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June 28, 2021

Time Tracking for Accountants: How Time and Billing Software Improves Revenue, Resource Allocation, and Profitability

Accounting firm automation — particularly in the realm of timekeeping — is on the rise. When firms deploy automated time tracking software, they’re better positioned […]

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