Blog

Filter by
Sort by

Additional posts

Using AI for a Smarter Approach to Conflicts Clearance

Using AI assistance within the traditional conflicts clearance process decreases manual review and accelerates human effort.

  • Legal
  • Professional services

How firms gain competitive advantage with a global risk management strategy and technology platform

Professionalizing the conflicts staff role can build the necessary infrastructure for firms to successfully create an integrated global footprint.

  • Legal
  • Professional services

How investment bankers can find business development success with the “eight-call rule”

Investment banks are making a major shift in the firm’s business development strategy in favor of accountability and transparency.

  • Financial services
  • Investment banking
  • + 1 more

Time for investors to get serious about a real estate CRM

Learn more about how leveraging purpose-built commercial real estate CRM technology can help investors manage relationships and deal flow more effectively.

  • Real assets
  • Intapp DealCloud

Tackling the Wicked Problem – Increasing Profit (Part 5)

Guy Adams explores how successful law firms tackle continued success as well as consistently increasing profit.

Post Pandemic Paradigm: the future of law firms

Lawyers and law firm leaders discuss the future implications of the COVID-19 pandemic and opportunities for the legal industry.

  • Legal
  • Professional services

The top five ways a connected technology ecosystem benefits financial services firms

Managing all the data in your firm's financial services ecosystem can be a huge burden, but implementing a connected firm technology ecosystem is the solution.

  • Financial services
  • Intapp DealCloud

Navigating law firm pricing strategies in uncertain times: Nurture client relationships while mitigating firm risk

During the Intapp Pricing Leaders Exchange Forum, participants explored how the pandemic will impact the pricing function within law firms.

  • Legal
  • Professional services

Crisis to Opportunity: Ushering in the Era of the Connected Firm

What will be the legacy of the global health and economic crisis born out of the COVID-19 pandemic? The era of the connected firm.

  • Professional services

Is your financial services firm cloud-ready?

With the world of private investing becoming increasingly complex, firms are looking for financial services cloud solutions to increase competitive advantage while saving time and money.

  • Financial services
  • Intapp DealCloud

7 ways to leverage FactSet data in your CRM today

Here are seven tips and tricks for dealmakers to leverage FactSet’s data within CRM systems like DealCloud.

  • Intapp DealCloud

Law firm leaders report lower morale and now expect longer COVID-19 impacts

The latest Intapp Pulse survey highlights three critical shifts in the ways legal leaders expect the coronavirus pandemic to affect their firms’ business.

  • Legal
  • Professional services