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Blog

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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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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