Generic, first-generation CRM systems were built to support companies with high sales volumes of standardized products. But financial and professional services firms have different operating models based on lower transaction volumes at higher values. Learn how industry-specific, second-generation CRMs with purpose-built data models and workflows can help your firm discover, win, and execute more business.

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.

Leading professional and financial services firms are leveraging the power of technology to gain a competitive edge through enhanced agility, data-driven decision making, better client services, and higher investor returns. With more than two decades of experience in these industries, Intapp is the ideal partner for knowledge based firms considering digital transformation. Our industry cloud approach includes vertical-specific data and workflow models, zero data entry, and a highly configurable low-code platform, and more.

Rising client, investor, and employee expectations, coupled with increased government regulations, are threatening the traditional operating models of legal, accounting, consulting, capital markets, and investment banking firms. To remain competitive, knowledge-based firms will need to embrace industry-specific digital transformation by leveraging purpose-built technology and harnessing the power of data.

As consulting firms seek to address current and emerging industry trends, it’s important that they choose collaborative technology that offers document control for consultants. Here are the three biggest technology trends firms should keep in mind when selecting a new document management solution.

Professional and financial services firms are unique industries with unique needs. They are partner-led, knowledge-based, and highly regulated, with specialized data needs and workflows that traditional software solutions cannot accommodate. To maximize their return on technology investments, firms should consider industry cloud solutions which are purpose-built for their needs.

Does your accounting firm have a reliable process in place to evaluate new business opportunities and weigh the risks those opportunities present to the firm?

DealCloud Conflicts, which connects with both Intapp and DealCloud products, now offers a team conflicts checking feature.

Accounting firms need to invest in technology that will help them meet current industry trends. Here are the top trends you should consider when investing in document management software for accounting firms.

When teams fail to accurately capture their time fixed fee engagements, firms miss out on key data that can help them make better decisions around pricing in the future. Learn how advanced professional services time tracking software can help collect this crucial information.

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.