Blog

Blog

October 31, 2024

A single framework for complying with anti-money-laundering (AML) laws across jurisdictions

Cindy Mundow

PGL/Solutions Consultant
Yelena Chervinsky

Director of Risk Consulting

How international law firms can simplify AML and know-your-client (KYC) compliance with a single framework Do any of these situations apply to your law firm? […]

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October 28, 2024

5 ways to prepare for the AICPA’s new quality management standards

Jey Purushotham

Compliance Practice Group Lead

This blog post focuses on the new AICPA quality management standards. Interested in what the PCAOB’s new quality control standards and deadline extension means for […]

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October 23, 2024

How to govern AI and Microsoft Copilot

Colin Truesdale

Senior Director, Solutions Consulting

Maintaining strong governance and security frameworks is key to any firm’s success — and modern collaboration tools are essential. AI-driven technologies like Microsoft Copilot are […]

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October 8, 2024

Accounting firms need improved conflict checking in era of private equity investment

As private equity firms continue to invest in the accounting industry, establishing independence through conflict checking has become even more consequential than before. That’s the […]

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September 4, 2024

6 key features your firm needs in a private equity CRM

Joe Stapleton

Industry Cloud Architect

When it comes to private equity (PE), relationships, data accuracy, and efficiency can make or break deals. Everything hinges on a firm’s ability to build […]

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August 22, 2024

Introducing the latest enhancements to Intapp DealCloud: August 2408 release

At Intapp, innovation is at the core of everything we do. We’re dedicated to advancing our AI tools and technologies to empower our clients with […]

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August 8, 2024

Adhere to client requirements more easily with new enhancements to Intapp Terms

Satisfying your clients is a reliable strategy for winning new referrals. Intapp Terms helps you boost client satisfaction by making it easier for teams throughout […]

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August 7, 2024

Cloud vs. on-prem: A CISO weighs the options

Mark Schertler

Chief Information Security Officer

Cloud infrastructure has come a long way. Not that long ago, cloud hosting was thought to be risky and expensive. After all, why would you […]

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July 22, 2024

5 ways modern business compliance software protects your firm

Nigel Riley

General Manager, Compliance Solutions

Regulatory agencies are taking an increasingly aggressive approach to enforcement, and firms can’t afford any missteps. The SEC, for example, filed 501 “stand-alone” enforcement actions […]

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July 3, 2024

5 tips for a successful AI implementation

Daniaal Choudhary

Technical Product Marketing Manager

As workloads and work hours increase, more and more professionals want their firms to invest in AI tools to help with administrative tasks — so […]

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June 23, 2024

Using AI to improve collaboration and compliance for accounting firms

Marc McNicholl

Managing Director

Accounting engagements are complex and require the expertise of multiple teams, such as advisory and auditing. But different teams often use different tools and processes, […]

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June 20, 2024

Improve investment bank deal team productivity with the new Intapp Conflicts and Intapp DealCloud CRM integration

Your deal team needs to focus on one thing: closing deals. However, the average professional spends 10% of their time — or four hours per week […]

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June 20, 2024

Preparing your firm for an AI-driven future

Marc McNicholl

Managing Director

Transformative technologies take years to develop — then they suddenly break through and change the world. Take the internet. Development for “internetworking” began in the […]

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June 19, 2024

5 ways generative AI can help your professionals work more effectively

For professionals at advisory, legal, and capital market firms, generative AI can be transformative. Through capabilities like summarization, data capture, and auto-population, AI can save […]

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June 7, 2024

Access to AI technology impacts employee satisfaction

Daniaal Choudhary

Technical Product Marketing Manager

Access to AI technology impacts employee satisfaction and success Despite many new advancements in AI, some firms are still hesitant to adopt the technology. This […]

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June 6, 2024

Save time and make fast, informed decisions with automated transcripts, AI-generated summaries, and narrative generation

John Harris

Vice President, Product Management

On top of their daily workloads, your firm’s professionals are constantly juggling team and client meetings and the action items that come out of those […]

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June 5, 2024

Concerns around AI technology (and how to address them)

Marc McNicholl

Managing Director

From virtual voice assistants to ChatGPT, AI tools are transforming our daily personal lives. Now, fee earners want to use AI technology in their professional […]

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June 5, 2024

How financial services firms improve pipeline management with Intapp DealCloud

Amit Lalwani

Vice President, Financial Services

Recently, financial industry voters chose Intapp DealCloud as the Best Fundraising Solution in the Private Equity Wire European Awards and the Best Data Provider — […]

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June 5, 2024

6 questions to ask when evaluating employee code-of-conduct management software

More than 25% of your firm’s total market value is tied up in one asset: your firm’s reputation. One significant threat to your reputation is […]

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June 5, 2024

Key features your firm needs in an investment banking CRM

Brian Bissonette

Industry Principal, Investment Banking

What software does your investment banking firm use for deal and relationship management? If it’s Microsoft Excel or a traditional CRM system, it may be […]

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