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.
In today’s highly competitive landscape, financial services firms are 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 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.
Deal management lifecycle assessment
This review helps your firm identify your 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.
With the acceleration of remote work and changing market demands, firms are being forced to reimagine the role of technology — especially in how it supports the execution of the business strategy. Intapp Strategic Consulting collaborates with you to develop a roadmap that highlights your overall journey and 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 to help you develop an adoption strategy that will support the ways your firm’s users will work and interact with the new technology.
Program governance and oversight
Large, complex software implementations require a comprehensive 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 GandhiVice President and Head, Strategic Consulting
Vice President and Head, Strategic Consulting
Sanjeev Gandhi leads the Intapp Strategic Consulting team, working closely with law firm leaders on technology, change management, and data strategies to improve profitability and drive client success throughout the client engagement lifecycle. He brings more than 20 years of experience to Intapp, including 17 years at PwC. Gandhi was a senior member of PwC’s consulting practice for 7 years, where he focused on the legal sector.
Madaser YousafDirector, Strategic Consulting
Director, Strategic Consulting
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 KapurAssociate Director, Strategic Consulting
Associate Director, Strategic Consulting
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.