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How to use your legal CRM to drive client growth

Two legal CRM experts look into practical ways law firms can address people, process, and technology variables to fuel firm growth by using their legal CRM.

  • Legal
  • Professional services
  • + 1 more

How to combat your competition with the power of proprietary data

Learn how firms are leveraging their proprietary corporate information by analyzing their past deal data and using it to develop and maintain key relationships.

  • Financial services
  • Intapp DealCloud

Working remotely? Here’s our top five productivity hacks for capital markets professionals

DealCloud provides the top five productivity hacks for dealmakers. These tips will help employees stay on track while working remotely.

  • Financial services
  • Private capital
  • + 1 more

Is your private equity firm at risk of getting passed by?

What does it say about an industry [private equity] in which the majority of participants are spending fewer than one million dollars per year on […]

  • Private capital
  • Intapp DealCloud

Product Release: Winter 2020 Updates and Enhancements

DealCloud announces the details of the Winter 2020 product release. Learn how we've streamlined the way dealmakers edit, search, and visualize data.

  • Intapp DealCloud

Less is more: 5 ways investors can leverage single-source technology to cut operating costs

Learn how an investor relations CRM or single-source technology system helps to reduce operating costs firm-wide including client acquisition and human error costs.

  • Financial services
  • Intapp DealCloud

5 reasons why your capital markets firm needs a marketing and communications program

Read our five reasons why your firm should invest in capital markets marketing by incorporating content marketing and communications programming into your strategy.

  • Private capital
  • Intapp DealCloud

How a 360-degree client view will help grow your investment banking business

A 360-degree customer view provided by DealCloud can improve your business by improving your experience with and knowledge of the client.

  • Investment banking
  • Intapp DealCloud

2019: DealCloud’s Year in Review

Happy New Year! To celebrate, we’re taking a look back at our growth and major milestones in 2019.   Thank you to our clients, our […]

  • Intapp DealCloud

Tis the Season for Giving: An Inside Look at DealCloud’s Holiday Campaign

DealCloud partners with Daymaker, an online giving platform, to spread holiday cheer to children across the United States.

  • Financial services
  • Private capital
  • + 1 more

The Ultimate Holiday Reading List for Dealmakers

These are the must-read books for capital markets professionals looking to strengthen and focus best business practices for 2020.

  • Financial services
  • Private capital
  • + 1 more

Scrap the spreadsheets: How to successfully migrate data and transfer knowledge in financial services firms

Financial services firms, scrap the spreadsheets. Here are DealCloud's three tips for ensuring a successful data migration from a previous CRM and into a new solution.

  • Intapp DealCloud