Blog

Blog

March 30, 2020

4 actionable ways to use marketing technology to your competitive advantage today

Ben Harrison

President, Industries

During these uncertain times, many dealmakers are operating from their home offices, but their roles remain the same. Nurturing existing client relationships and creating new […]

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March 27, 2020

How to use your legal CRM to drive client growth

**The below article was originally published on the Wilson Allen blog.** While many firms have a common goal in mind – connect with clients in ways […]

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March 26, 2020

WFH hacks from the professional services community (Part I)

Work from home (WFH) has become the new normal for non essential workers in today’s global economy during the COVID-19 pandemic. While a new concept […]

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March 25, 2020

How to combat your competition with the power of proprietary data

Ben Harrison

President, Industries

Over the last few months, countless articles and reports published by Boston Consulting Group, The Economist, The WSJ and Forbes all sounded the alarms about […]

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March 16, 2020

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

Ben Harrison

President, Industries

As uncertainty regarding the global health crisis, COVID-19, looms over the heads of capital markets firms globally, there has been a lot of speculation about […]

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March 4, 2020

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

Ben Harrison

President, Industries

“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 […]

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February 27, 2020

Product Release: Winter 2020 Updates and Enhancements

Ben Harrison

President, Industries

DealCloud is pleased to announce the details of the Winter 2020 product release, which provides solutions that simplify processes central to maintaining a sustainable and […]

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February 26, 2020

Pricing for profitability: Moving the needle on the pricing maturity model

The discipline of pricing is ever-growing – an integral component of the business of law that can materially impact law firms — especially if used […]

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February 25, 2020

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.

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February 18, 2020

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

Ben Harrison

President, Industries

More often than not, capital markets firms see content marketing and communications tools as “nice to have” but not a must do. However, recent research […]

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February 4, 2020

Legal marketing professionals have spoken, technology must deliver!

Nearly 2 out of 5 CMOs across the United States report that driving growth is their top challenge, according to research conducted by Deloitte, American […]

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January 17, 2020

The journey (client experience) is as important as the destination (client success)

In a previous article, I wrote about the importance of putting client success at the forefront of a meaningful key client program. Building on this, […]

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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

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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