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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

The secret to key client account planning is not what you think

Why does key client account planning get a bad rap? Guy Adams offers his perspective and solutions to a new client account planning approach that works.

  • Legal
  • Professional services

What firm leaders need to know about DAC6

Daragh McLaughlin, Risk and Compliance Practice Group Leader, discusses the implications of DAC6, for professional and financial services firms.

  • Legal
  • Professional services

How RPA is transforming the accounting industry

Why is robotics process automation (RPA) presenting huge opportunities for the accounting sector? 3 key was that accounting firms can benefit from RPA now.

  • Accounting

Intapp OnePlace fall 2019 release

We’re excited to announce the Fall 2019 release of Intapp, the industry cloud for professional services.

How to stress test relationships as mega funds move down-market

To fill a deal pipeline with smaller, down-market deals, it’s critical that investors maintain constant communication with a diverse set of deal sources.

  • Financial services
  • Intapp DealCloud

Drive better business decisions through data analytics

Ron Friedmann, Chief Knowledge & Information Officer, LAC Group talks about the importance of data analytics in the legal sector (internal & external data).

  • Legal
  • Professional services

Supercharge your deals with intelligent ecosystems

Learn more about intelligent dealmaking and the 5 steps you can take to build a smarter, more efficient deal ecosystem.

  • Financial services
  • Private capital
  • + 1 more