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Investment bankers need relationship management tech to find buyers in today’s remote environment

Investment bankers need relationship management technology to overcome their struggles to find and connect with qualified buyers for their clients.

  • Financial services
  • Investment banking
  • + 1 more

How a real estate investment CRM can improve property management

DealCloud's investment management software offer configurable workflow management, deal and relationship management, and team collaboration capabilities.

  • Financial services
  • Real assets
  • + 1 more

Applying Grit and Teamwork, and Kicking the Tires on Uncharted Technology I Mitch Zuklie, Orrick

Mitch Zuklie, Chairman and Chief Executive Officer of the law firm Orrick, shares how narrowing an organization’s objectives into just a few key areas can make an enormous difference in terms of innovation, marketing, hiring, and creating an operating game plan. Zuklie also discusses the two key criteria — grit and teamwork — that his firm applies when evaluating talent. Learn about beta-testing legal technology, attributes that make an effective leader, and the ways Zuklie applies the principles of saving wild salmon to the operation of a legal professional services firm.

  • Professional services
  • Intapp DealCloud

Sparking Innovation in the Professions and Education I Jennifer Leonard, University of Pennsylvania Carey Law School

Innovation isn’t about disrupting everything and turning the world on its head; Innovation can be a tiny adjustment in the way you operate,” says Jennifer Leonard, Chief Innovation Officer and Executive Director of the Future of the Profession Initiative at the University of Pennsylvania Carey Law School. In the inaugural episode of Strategy Sphere, hosts Lavinia Calvert and Deborah Farone speak with Leonard, addressing how to focus on end users and how — using the tools of radical collaboration — each of us can uncover unexpected solutions to age-old problems.

  • Professional services
  • Intapp DealCloud

Building a Connected Firm with Intapp

Mark Holman and José Lazares discuss the benefits of Intapp and explore how connected platforms are set to change the ways accounting and consulting firms conduct business. Download their webinar to learn more about building a connected firm.

  • Accounting
  • Consulting

Six Reasons to Purchase, Not Build, Risk Management Software

Here are the top six reasons your firm should stick to purchasing proven, best-in-class risk management software rather than building from scratch.

Deal origination in 2021: Data best practices for fueling the pipeline and beating the competition

Why deal origination data will become more important than ever over the next 12 months   What besides deal origination and new business development is […]

  • Intapp DealCloud

Real estate investment management is complex – your technology platform should rise to the task

Purpose-built data solutions designed for a multifaceted world are critical for unlocking actionable real estate investment insights. Read more.

  • Real assets
  • Intapp DealCloud

Intapp Celebrates 20 Years of Innovation

From Humble Beginnings When Thad Jampol, Dan Harsell, and Vera Newman co-founded Intapp — then known as Tsunami Software — in December 2000, they recognized […]

How leading financial services firms are using API solutions to create efficiencies

Having all of the relevant data points in a single source of truth when evaluating a potential opportunity would save deal teams crucial time and […]

  • Intapp DealCloud

Legal AI Explained: A No-Nonsense Explanation of AI in Law Firms

Legal AI is poised to unleash the next wave of digital disruption in the industry. But when it comes to AI in law firms, how do we separate fact from fiction, make sense of all the hype, and identify strategies within the cultural context of existing incentive structures?

  • Legal

Keeping Cool and Remain in Compliance, Part One: Establishing Roles and Model Processes for Client Matter Management

Managing formal client commitments has become a permanent administrative function, and it’s essential that firms both establish clear roles and create processes to fully comply with these obligations.

  • Legal
  • Intapp Terms