• Financial Services Leaders and Professionals

    Preparing Financial Services Firms for Modernization

To successfully support activities of senior leaders, professionals, and business operations teams to deliver strategic goals and drive profitable firm growth, you need coordinated and collective effort across processes, technology, data, and people. Intapp Strategic Consulting collaborates with senior firm leaders like you to modernize your firm, stay competitive, and better differentiate your services to clients. Contact Intapp Strategic Consulting to get started.

Market Themes

In today’s highly competitive landscape, financial services firms increasingly aligning their business models with their core capabilities and differentiators, abandoning the “everything to everyone” ideal. To enable and support this change, firms must also refine and simplify operating models.

When it comes to managing innovation effectively, the financial services industry ranks well below other industries. A lack of capital and financial investment when promoting innovation, coupled with a reluctance to change the firm’s legacy tools and ways of working, remain the most prevalent barriers to modernization.

Although firms widely accept data and analytics capabilities as a top priority, a majority aren’t making the investment. With the right technology and talent, you can transform information into insights, creating a distinct competitive advantage.

Our Offerings

Deal Management Lifecycle Assessment

This review helps your firm identify you current-state operational gaps and challenges across processes, technology, data, and people during the various stages of a deal. It also highlights opportunities to address those gaps and challenges, and identifies the changes you need to make to achieve greater operational efficiency and effectiveness in line with your strategic objectives.

Digital Transformation

With the acceleration of remote work and changing market demands, firms are being forced to reimagine the role of technology, especially how it supports the execution of the business strategy. Intapp Strategic Consulting collaborates with you to develop a roadmap that highlights your overall journey as well as the major activities that can transform your current operational environment.

Change Management and Adoption

A successful and sustained transition to new technology requires a well-defined approach to change management. Intapp Strategic Consulting provides a transformation readiness program that helps you develop an adoption strategy that supports the ways that your firm’s users will work and interact with the new technology.

Program Governance and Oversight

Large, complex software implementations require a robust approach to program management, governance, and stakeholder engagement. Your approach must serve as a central point of coordination to ensure delivery deadlines are met, stakeholders are effectively managed, all parties are held to account, and issues and risks are appropriately addressed.

Case for Change Development

Operating your business using outdated technology and systems may save costs in the short run, but will ultimately limit your firm’s ability to win deals and grow revenue.  Performing a qualitative and quantitative assessment of the benefits and costs associated with transformational change can help you quantify real business benefits and value to justify your investment in a fit-for-purpose platform like DealCloud.

Meet the team

Sanjeev Gandhi

Vice President and Head, Strategic Consulting

Intapp

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Sanjeev Gandhi

Vice President and Head, Strategic Consulting

Intapp

Sanjeev Gandhi leads Intapp Consulting, working closely with law firm leaders on technology, change management, and data strategies to improve profitability and drive client success throughout the client-matter lifecycle. He brings over 20 years of experience to Intapp, including 17 years at PwC. Sanjeev was a senior member of PwC’s consulting practice for seven years, where he focused specifically on the legal sector.

Madaser Yousaf

Director, Strategic Consulting

Intapp

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Madaser Yousaf

Director, Strategic Consulting

Intapp

Madaser Yousaf is a management consultant with more than 16 years’ experience assisting executive and C-suite leaders to operationalize and execute their business strategies through the successful delivery of technology-enabled, operations-focused business change programs. He has worked with leaders at some of the worlds’ largest and most prestigious law firms and financial services clients, helping them drive value from technology investments to improve the operational landscape and delivery of end-to-end client matter and deal lifecycles.

Madaser leads client delivery team in developing innovative technology as well as digital and data strategies, and setting up and managing large-scale operational transformation programs within the Intapp Strategic Consulting Practice. He joined Intapp from PwC, where he spent 10 years leading transformational change programs across a number of public sector, financial, and professional services clients.

Ambika Kapur

Associate Director, Strategic Consulting

Intapp

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Ambika Kapur

Associate Director, Strategic Consulting

Intapp

Ambika is experienced in working with leading professional and financial services firms across EMEA and USA to address their business challenges. Prior to joining Intapp, Ambika worked with PwC’s consulting practice advising firms on their business goals of profitability, operational effectiveness and efficiency, client service and minimizing risk.

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