Blog

Blog

January 15, 2020

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

Ben Harrison

President, Industries

According to a recent article from Deloitte, “Banks’ competitive advantages should continue to be their ability to manage risk and complex financial matters, conducting business […]

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January 3, 2020

2019: DealCloud’s Year in Review

Ben Harrison

President, Industries

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 […]

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January 2, 2020

Increasing profitability through value-based pricing

Has your firm been billing its top tier clients roughly the same amount for the same work for years, maybe even decades? Have you seen […]

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January 1, 2020

Firms adopt a global approach to risk management

Nigel Riley

General Manager, Compliance Solutions

Intapp provides key findings of risk staffing survey This is the first of a two-part series examining the results of the 2018 Intapp risk staffing […]

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December 22, 2019

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

Ben Harrison

President, Industries

For the second year in a row, DealCloud partnered with Daymaker, an online giving platform, to spread holiday cheer to children across the United States. […]

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December 12, 2019

The Ultimate Holiday Reading List for Dealmakers

Ben Harrison

President, Industries

Here at DealCloud, we’re gearing up for our first Book Club meeting of 2020. Over the last three years, we’ve discussed a podcast on customer […]

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December 12, 2019

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

Ben Harrison

President, Industries

Historically, capital markets firms have operated by using spreadsheets, emails-as-a-filing-cabinet, back-of-napkin notes, memos, and people’s memories. Now, these same firms are looking introspectively to expose […]

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December 11, 2019

Performance, Competition, and Technology: Private Markets Trends to Watch in 2020 and Beyond

Ben Harrison

President, Industries

In an increasingly competitive private markets climate, 2020 is sure to present investors, lenders, corporate buyers, M&A advisors, and other dealmakers with challenges. In a […]

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December 10, 2019

Improving client experience and success through a sector strategy

What are benefits for firms and clients when taking a sector approach? Gaining market reputation, improving client service delivery, technical expertise.

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December 5, 2019

What can true AI do for timekeeping?

While most law firms have adopted some level of automation regarding fee earner timekeeping, these simple point-tool solutions solve only a narrow aspect of time […]

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December 4, 2019

The secret to key client account planning is not what you think

Key client account planning is certainly not a new concept to the business community, having gained an initial foothold in the early 1980s, predominantly with […]

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November 22, 2019

What firm leaders need to know about DAC6

DAC6, the European Union directive on administrative cooperation — formally known as Council Directive 2018/822/EU of 25 May 2018 — sets down new regulations for […]

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November 20, 2019

How RPA is transforming the accounting industry

As automation in accounting grows in popularity, robotics process automation (RPA) in particular is making enormous strides due to its ability to reduce the burden […]

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November 19, 2019

Intapp OnePlace fall 2019 release

We’re excited to announce the Fall 2019 release of Intapp, the industry cloud for professional services.

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November 14, 2019

How to stress test relationships as mega funds move down-market

Ben Harrison

President, Industries

According to data provider Refinitiv, “private equity buyouts and investments with a price tag below $500m are at a record [high], and now account for […]

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November 13, 2019

Drive better business decisions through data analytics

We’d like to welcome Ron Friedmann, Chief Knowledge & Information Officer at LAC Group. Ron lends his perspective here on the ripe opportunity that data […]

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October 22, 2019

Supercharge your deals with intelligent ecosystems

In today’s market of high competition and dry powder, it’s critically important for dealmakers to keep their strategies close and their relationships closer. Because of […]

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October 20, 2019

Coverage 101: why lender relationships matter to private equity firms

Ben Harrison

President, Industries

Leverage remains a huge contributor to getting deals done and producing attractive investment returns. And private equity firms are getting better and better at analyzing […]

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October 2, 2019

How should firms select a secure cloud service provider?

Surveys have shown that data security and compliance are the primary concerns for cloud adoption. When selecting a cloud service, a firm needs to understand […]

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September 25, 2019

Best practices for the modern, data-driven private equity firm

How third-party data can deepen intelligence, and the importance of data stewardship, by Preqin and DealCloud. This article was originally published on the Preqin website. […]

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