With 2021 on the horizon, it’s impossible to avoid reflecting on all that’s unfolded this year — and the monumental challenges accounting and consulting firms faced. From developing and building client relationships via Zoom to working through business acceptance and continuance processes with distributed resources, the need for strategic decisions and investments that support a connected firm strategy across the client engagement lifecycle has never been greater.
Join us to discover the benefits of a connected firm a strategy, and learn how industry trailblazers are already enhancing and standardizing business acceptance and conflicts clearance across their firms by incorporating centralized acceptance and continuance technology — including deeply integrated third-party data and AI — into their risk management processes.
Register for this session to:
- Learn the benefits of a connected firm strategy
- Discover how to address the most pressing challenges facing risk management and independence professionals today technology built for the unique needs of partner-led firms
- Explore how firms balance efficient risk management with increased business growth
- Understand how you can simultaneously simplify business acceptance, protect revenue, drive profitability, and increase staff and client satisfaction using AI and third-party data
Jey PurushothamSenior Product Manager
Senior Product Manager
Peter ScottSenior Solutions Consultant
Senior Solutions Consultant
Peter Scott is a Senior Solutions Consultant at Intapp focusing on technology and platform implementation advice for legal, accounting, and consulting firms. Prior to joining Intapp, Scott worked at IRIS Software & Kronos Systems where he provided technical consultancy services.
Kristian UgglaSenior Sales Engineer
Senior Sales Engineer
Kristian currently serves as a senior sales engineer at Intapp. In this role, Kristian acts as the technical expert throughout the sales cycle, providing advice on proof of concept, answering technical questions, and assisting with creating the business case and solution architecture of a proposed solution. Prior to his role at Intapp, Kristian served as a senior solutions consultant for the OpenText Metastorm software suite. Kristian holds a bachelor of science degree and a master of business administration degree from West Chester University of Pennsylvania.