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Leveraging Data that Yields Deeper Intermediary Intelligence

Uncover on your firm's valuable financial intermediary intelligence and focus business intelligence efforts on high priority relationships.

  • Financial services
  • Intapp DealCloud

Chief marketing officers as change agents

Practice Group Leader, Darryl Cross uncovers the importance of the Chief Marketing Officer in sparking change in law firms to drive firm growth.

  • Legal
  • Professional services

What are the hot buttons for today’s legal CMO?

Jennifer Johnson Scalzi of Calibrate Legal discusses relevant topics marketing professionals in legal are currently grappling with.

  • Legal
  • Professional services

The Power of Business Intelligent Thinking at Capital Markets Firms

We outline the key tenets of Business Intelligence Thinking and how the most effective dealmakers can leverage the use of business intelligence software to increase operational efficiency and success.

  • Financial services
  • Private capital
  • + 1 more

Three alerts every private equity professional needs in their inbox

Explore three alert configurations we recommend for private equity firms looking to better leverage their data and analytics.

  • Private capital
  • Intapp DealCloud

AICPA ENGAGE 2019: accounting “pushes the boundaries”

Key themes emerged at 2019 AICPA Engage such as accounting digital transformation, achieving efficiency through data and employing specialization.

  • Accounting

The modern dealmaker’s secret weapon

Learn ways to boost your M&A or private equity firm's digital presence to support the business development function with smart, tactical marketing campaigns.

  • Financial services
  • Intapp DealCloud

3 practical ways data analytics are transforming law firms

Business and client development strategist, Julie Savarino delves into the role of data analytics to drive revenue, cost savings and profit for law firms.

  • Legal
  • Professional services

Modern legal marketing demands a culture shift

To develop a client-first culture, CMOs must collaborate with lawyers to build actionable insights and present an integrated face to clients.

  • Legal

A dedicated site for Intapp University and training courses

Access Intapp University through its dedicated site and register for training courses, eLearning offerings, Intapp events, conferences, and more.

5 Tips for Kick-Starting CRM User Adoption

This article outlines key user adoption strategies for successfully rolling out a CRM, with tips like emphasizing data quality, setting up duplication rules, tracking usage, leveraging notifications/workflows, and securing executive buy-in.

  • Financial services
  • Private capital
  • + 1 more

3 trends in pricing and pitching new legal work

Client development and service strategist, Julie Savarino unveils 3 trends for firms to consider when pricing and pitching new legal work

  • Legal