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January 5, 2025

How investment bankers can exceed rising client expectations

Brian Bissonette

Industry Principal, Investment Banking

In the investment banking industry, client expectations are higher than ever, and bankers are struggling to keep up. While deal activity is strong, the traditional […]

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January 2, 2025

Looking for true client intelligence? Consider retiring your generic CRM.

Kelly Catalane

Managing Director

Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.

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January 2, 2025

Understanding reciprocity and optimizing coverage in private capital markets

Raphael Sacks

Senior Value Engineer, Business Value Advisory

During a recent workshop with a major investment bank evaluating our Intapp DealCloud deal and relationship management platform, a managing director identified a key strategic […]

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December 31, 2024

4 tips to prepare your firm for Intapp DealCloud product releases

As an Intapp DealCloud solution owner, your firm relies on you to guide users through our quarterly product releases. That means you need to understand […]

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December 22, 2024

How corporate development teams can tighten workflows with deal management software

As your corporate development team takes on more deals and strategic opportunities, your team needs a solution that can keep up with the growing workload. […]

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December 20, 2024

4 steps to optimize your corporate development pipeline

Emily Somma

Industry Cloud Architect

For corporate development teams, an optimized pipeline is the backbone of strategic growth. But optimizing your pipeline requires efficient sourcing, precise evaluations, quick approvals, and […]

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December 19, 2024

Support your accounting firm’s M&A journey with a centralized, scalable DMS

The accounting industry is undergoing a major transformation due to multiple factors, from evolving regulations to advancements in AI technology. But perhaps the biggest factor […]

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December 16, 2024

Help M&A teams boost efficiency and profitability with industry-specific AI

Over the last 2 years, interest in generative AI has skyrocketed thanks to the launch of AI tools like ChatGPT and Microsoft Copilot. Professionals and […]

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December 10, 2024

Increase corporate banking market share and improve intra-CIB collaboration

Brian Bissonette

Industry Principal, Investment Banking

Corporate banking, sometimes referred to as wholesale banking, occupies a large but often poorly understood corner of the financial services industry. Corporate banking — which […]

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December 6, 2024

How to securely use Microsoft Copilot at your law firm

As law firms continue to transform their workflows and technology in an effort to become more efficient, many are adopting Microsoft Copilot. Yet while Microsoft […]

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November 25, 2024

3 reasons you should enroll in Intapp University

Industry-recognized certifications, simpler onboarding, and faster ROI: Yours at Intapp University If you’ve recently purchased or implemented a solution by Intapp — welcome! To help […]

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November 25, 2024

3 ways to increase user adoption: Tips from Intapp client success stories

For financial services firms, selecting and implementing a new technology solution is usually a resource-intensive endeavor. Stakeholders are typically under pressure to get a fast […]

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November 19, 2024

Enhanced user experience enabled with latest Intapp DealCloud updates

With the updates in the 2411 Europa product release, Intapp DealCloud users have gained several new features that will save them time by bringing DealCloud […]

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November 18, 2024

Accelerate your deal origination: 5 key benefits of integrating Intapp DealCloud with Google Workspace

Michael Hoyt

Sr. Product Manager
Susan Cobb

Senior Product Manager

For private equity and venture capital firms, finding the best deals requires working faster and smarter than the competition. The right tech can make all […]

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November 15, 2024

3 strategies for effective change management at your firm

Large-scale, firmwide change can be triggered by organizational or leadership changes, a decision to expand firm offerings, or a need for updated technology. No matter […]

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November 14, 2024

Aligning your accounting firm’s tech investments with private equity trends

Private equity firms are increasingly recognizing accounting firms as attractive investments, offering steady revenue streams and growth potential.

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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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