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Legal marketing professionals have spoken, technology must deliver!

A recent legal marketing survey conducted at Legal Marketing Organization (LMA) regional events reveals a legal CMO's top challenges.

  • Legal
  • Professional services

The journey (client experience) is as important as the destination (client success)

What are the secrets of achieving client success? Guy Adams outlines why firms should optimise a client's journey vs. just focusing on the end result.

  • Legal
  • Professional services

How a 360-degree client view will help grow your investment banking business

A 360-degree customer view provided by DealCloud can improve your business by improving your experience with and knowledge of the client.

  • Investment banking
  • Intapp DealCloud

2019: DealCloud’s Year in Review

Happy New Year! To celebrate, we’re taking a look back at our growth and major milestones in 2019.   Thank you to our clients, our […]

  • Intapp DealCloud

Increasing profitability through value-based pricing

Why is value-based pricing a powerful tool for professional services firms? We uncover its benefits, uses, and specific scenarios where it works best.

  • Accounting
  • Consulting
  • + 1 more

Firms adopt a global approach to risk management

Intapp's new risk management survey reveals a global approach to risk management and the importance of a centralized approach to conflicts management.

  • Legal
  • Professional services

Tis the Season for Giving: An Inside Look at DealCloud’s Holiday Campaign

DealCloud partners with Daymaker, an online giving platform, to spread holiday cheer to children across the United States.

  • Financial services
  • Private capital
  • + 1 more

The Ultimate Holiday Reading List for Dealmakers

These are the must-read books for capital markets professionals looking to strengthen and focus best business practices for 2020.

  • Financial services
  • Private capital
  • + 1 more

Scrap the spreadsheets: How to successfully migrate data and transfer knowledge in financial services firms

Financial services firms, scrap the spreadsheets. Here are DealCloud's three tips for ensuring a successful data migration from a previous CRM and into a new solution.

  • Intapp DealCloud

Performance, Competition, and Technology: Private Markets Trends to Watch in 2020 and Beyond

Leading dealmakers, fund managers & technology experts have come together to share their unique perspectives on up & coming trends within the private equity market.

  • Financial services
  • Intapp DealCloud

Improving client experience and success through a sector strategy

What are benefits for firms and clients when taking a sector approach? Gaining market reputation, improving client service delivery, technical expertise.

  • Legal
  • Professional services

What can true AI do for timekeeping?

We explore how true embedded AI can provide a comprehensive solution for capturing more time for law firms, ensuring compliance to client billing terms.

  • Legal
  • Professional services
  • + 1 more