One of the best ways to engage with your contacts is to create a custom email template. Dispatch offers a library of email templates to choose from. Check out the top three templates, and learn how Dispatch improves email marketing methods at private equity firms and investment banks.

The client consultant relationship is the bedrock of every successful consulting firm. Using a purpose-built consulting solution like Intapp helps firms automate their intake process, bill with transparency, and capture and track client commitments.

The future of accounting firms lies in creating a connected firm that uses integrated platforms to boost productivity and increase both employee and client satisfaction.

Learn how DealCloud’s purpose-built deal pipeline software can help your firm develop a relationship-tiering structure, increase relationship intelligence insights, and leverage third-party data to strengthen relationships.

Evaluate the executives within your network and find the strongest candidates for your firm’s portfolio companies — all in one platform. Learn more about Intapp DealCloud’s executive talent tracking software.

Download the full recording of the Intapp Workspaces Product Briefing to learn how Intapp Workspaces improves collaboration within firms.

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

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

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.

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

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

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