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Why capital market firms need strong financial services cybersecurity

Learn why capital market firms and other risk averse firms should implement financial services cybersecurity software to secure and protect client data.

  • Private capital
  • Intapp DealCloud

Three must-have dashboards for placement agent CRM software

Placement agents — the rising stars of the private equity world — are a driving force as fundraising heats up across the industry. In a […]

  • Financial services
  • Intapp DealCloud

How IAASB’s New Quality Management Standards Affect Your Accounting Firm: A Closer Look at ISQM 1

The International Auditing and Assurance Standards Board (IAASB) recently approved three new quality management standards replacing existing quality control standards. This article dives into ISQM 1, what it means for accounting firms, and how to prepare for these new standards.

  • Accounting

3 Tips to Help Consulting Firms Drive Client Success

Boost your consulting firm’s success using these 3 tips to exceed client expectations, meet their unique needs, and provide transparency they require.

  • Consulting

Five steps to improve independence compliance process

Learn our top 5 steps for accounting risk managers to follow to ensure independence compliance using best-in-class technology to protect their firm.

Why investors need secondary market pipeline technology

Learn why purpose-built secondary market pipeline technology and management solutions are vital to the success of investors.

  • Intapp DealCloud

The Evolution of Legal Data Analytics and AI-Based Insights

Learn how legal AI-based technology like Intapp Operations & Finance can help your firm with legal data analytics and firm profitability.

  • Legal

Manage AML and CDD with Intapp Risk & Compliance

Discover how Intapp Risk & Compliance can help your firm successfully streamline and manage AML and CDD.

5 Ways Purpose-Built Software Can Accelerate Your Accounting Firm’s Client Acceptance

Use purpose-built software to speed up the content intake process for accounting firms to win business, start billing faster, and manage the client lifecycle more strategically.

  • Accounting
  • Intapp Intake

Win Business and Grow Your Firm with Cloud-Based Solutions

Experts from Intapp and Beecher Reagan explored how cloud-based solutions can improve collaboration between both teams and clients.

  • Accounting
  • Consulting

The ultimate guide to drive law firm growth and client success with AI

Read the latest Intapp ebook to learn how data-driven technology is reshaping the way law firms operate and serve their clients.

  • Legal

How top investor relations teams are leveraging technology

In our recent webinar investor relations industry experts from Lexington Partners and Permira discussed how they’re using purpose-built technology to strengthen relationships with LPs.

  • Private capital
  • Intapp DealCloud