During this keynote session, we’ll speak with leaders from financial services, professional services, and legal firms to explore the changing landscape for professionals: How they find new opportunities, build the right teams, and harvest knowledge and expertise to drive better outcomes. This esteemed panel will discuss how digital technologies are changing the ways we work together, serve our clients, and complete deals.

Even as financial services firms adapted and began operating more effectively in the new environment, the market has become more competitive than ever before. Dealmakers want better ways to stay connected and tighten up their approaches to sourcing, origination, and relationship management. 

Results from the recent DealCloud Dealmaker Pulse Survey illustrate that better data and stronger collaboration enabled by technology are the only ways to effectively accomplish these goals. Join our product leaders in this session to learn how the latest DealCloud innovations connect people, processes, and data in new and better ways to help financial services firms increase agility and take advantage of dynamic market opportunities.  

Join us as DealCloud product leadership cover critical topics, including:  

• Why relationship intelligence is critical to helping dealmakers improve deal sourcing, business development, and fundraising by leveraging the strength of their networks 
• How financial services firms can protect their best interests and reputation with a modern and connected risk-management solution 
• How DealCloud’s recent releases power an unprecedented level of industry specificity that dealmakers rely on to win more business 

Preserving apprenticeship models, hiring top talent, and retaining happy professionals have certainly been a challenge for most capital markets firms during the last year. Firms of all shapes and sizes are now looking for better ways to improve collaboration, increase productivity, maintain a positive reputation, boost morale, avoid employee burnout, institute successful hybrid work models, and improve other success factors. In this session, a panel of capital markets firm leaders will discuss how they’re attacking people-related challenges.

As road warriors were grounded and the traditional M&A landscape upended, capital markets firms of all shapes and sizes used time in home offices as an excuse to finally operationalize for the long term. Whether they’re executing on digital transformation projects, decreasing administrative burden, or automating repetitive processes, firm leaders have successfully improved productivity and deal outcomes despite uphill challenges and an uncertain market outlook. In this session, a panel of capital markets firm leaders will discuss how they’ve created and implemented streamlined workflows and processes.

Implementing best-in-class data security procedures has never been more important for capital markets firms, but it’s just one of many data challenges dealmakers face. Providing meaningful access to reliable information, restricting access to sensitive information, maintaining high data-cleanliness standards, and automating the capture of everyday correspondence have all affected deal professionals during the past year. In this session, a panel of capital markets firm leaders will discuss how they’re managing and optimizing proprietary and third-party data for more efficient operation.