Sponsors
Premier
Enhanced
Partner
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.
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.
Director
Former Vice Chair
Senior Partner
Chairman
Partner
Even as financial services firms adapted and began operating more effectively in the new environment, the market has become more competitive than ever before. Join this session covering critical topics, including: How relationship intelligence helps dealmakers improve deal sourcing, business development, and fundraising; how firms can protect their best interests and reputation; and how recent DealCloud releases help dealmakers win more business.
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:
Co-President, Financial Services
and General Manager, DealCloud
Head of Client Solutions, Americas
Senior Director, Product Management
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.
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.
Co-President, Financial Services and
Founder, DealCloud
Vice President, Business Development
Director, Business Development
Director, M&A
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.
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.
Head of Global Business Development
Director
CEO and Founder
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.
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.
Principal, Implementation Services, DealCloud
Director, Finance and Valuations
Vice President
After the opening keynote, the Intapp Connect21 event breaks out into three tracks. Choose from the tracks below.
In this track, you’ll learn about the ways capital markets dealmakers can use cutting-edge technology like DealCloud and other best practices to improve outcomes for their clients and firms.
In this track, you’ll learn more about leveraging purpose-built technology to enhance the way professional services firm can find, manage, and serve clients.
In this track, you’ll gain insights from legal industry leaders on leveraging technology to enhance relationships with clients from first touch to final outcome.