• Financial Services Track

    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.

Financial Services Track Sessions

Industry Leaders Address Our Changing Digital Landscape

Nov. 17, 2021 | 8–9:15 a.m. PT/11 a.m.–12:15 p.m. ET/4–5:15 p.m. GMT
Keynote

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.

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Innovation, Intelligence, and Insights That Power Today’s Connected Firms

Nov. 17, 2021 | 9:30–10:15 a.m. PT/12:30–1:15 p.m. ET/5:30–6:15 p.m. GMT
Conference Session

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.

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Apprenticeship, Burnout, and Collaboration: The ABCs of People-First Capital Markets Firms

Nov. 18, 2021 | 8–8:45 a.m. PT/11–11:45 a.m. ET/4–4:45 p.m. GMT
Conference Session

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.

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Workflows and Status Quos: Creating Best-in-Class Firmwide Processes in Financial Services

Nov. 18, 2021 | 9–9:45 a.m. PT/12–12:45 p.m. ET/5–5:45 p.m. GMT
Conference Session

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.

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Offense and Defense: How Finance Firms Build, Maintain, and Protect Data Ecosystems

Nov. 18, 2021 | 10–10:45 a.m. PT/1–1:45 p.m. ET/6–6:45 p.m. GMT
Conference Session

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.

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Intapp Connect21 Tracks

After the opening keynote, the Intapp Connect21 event breaks out into three tracks. Choose from the tracks below.

Financial Services Track

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.

Accounting and Consulting Track

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.

Legal Track

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.

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