Industry: Accounting

Join this Intapp user community event to connect with your peers and learn from others who also leverage Intapp Risk & Compliance for business acceptance.   In this meeting, you’ll have the opportunity to build your knowledge:  Share best practices with your peers and the Intapp Customer Success team  Learn tips and tricks that are helping firms get the most out of Intapp Conflicts  Hear about the latest features and functionality offered in Intapp Risk & Compliance  business acceptance solution

When carrying out necessary client due diligence and conflicts clearance for restructuring transactions, manually identifying and tracking the often-complex and evolving relationships with clients, lenders, sponsors, and other involved parties can present significant challenges to productivity. Many firms conduct manual conflicts checks by pulling data from various siloed systems — but there’s a better way. Watch this on-demand demo to see how Intapp Risk & Compliance empowers restructuring teams with a seamless experience and purpose-built capabilities that significantly accelerate the risk management procedures necessary to address conflicts clearance, risk assessment, risk scoring, and anti-money laundering and client due diligence requirements. Intapp Risk & Compliance includes key features to enable streamlined and comprehensive conflicts review and clearance: AI-assisted conflicts clearance to reduce the volume of manual review by up to 60% Native integrations for both conflict clearance and client due diligence with third-party data providers — including Dun & Bradstreet, S&P Global Market Intelligence, and Bureau van Dijk — to monitor corporate ownership, sanctions lists, PEPs, and other key risk factors. Bulk upload capabilities to streamline searches and speed reviews. Ongoing monitoring of evolving risk profiles and automated alerts to warn your team of potential conflicts or changes to risk exposure. Cloud-based technologies to facilitate secure and scalable deployment.

Learn more about configuring DealCloud to meet your firm’s specific needs

Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook with Intapp. During this 90-minute presentation, we’ll cover the following topics: Introducing key members of the team Discussing how clients actively use Repstor products today Reviewing our plans to leverage the technology of both firms to create the Intapp Collaboration & Content suite Walking through timelines for integrating Repstor technology into the Intapp product roadmap Repstor solutions help firms leverage their Microsoft 365 investment to power connected firm strategies. Repstor solutions enhance your client-matter lifecycle management capabilities, bringing together people — within the firm and beyond — and delivering intelligent workspaces that help you streamline critical business processes, including business development, client terms review, and profitable matter delivery. We’re confident this combination will improve your firm’s productivity, just as it already has for teams worldwide.

Watch John Hall, CEO, and Thad Jampol, Co-founder and Chief Product Officer deliver an inspiring keynote. They’ll be sharing perspectives on the state of the world for professional and financial services firms, and helping you realize the benefits of a connected firm vision.

Watch John Hall, CEO, and Thad Jampol, Co-founder and Chief Product Officer deliver an inspiring keynote. They’ll be sharing perspectives on the state of the world for professional and financial services firms, and helping you realize the benefits of a connected firm vision.

Watch John Hall, CEO, and Thad Jampol, Co-founder and Chief Product Officer deliver an inspiring keynote. They’ll be sharing perspectives on the state of the world for professional and financial services firms, and helping you realize the benefits of a connected firm vision.

As the risk paradigm evolves, the most innovative firms recognize the strategic role risk teams and client onboarding data can play across the firm. In this session, you’ll learn how client data produced from due diligence and conflicts clearance presents significant opportunity — in marketing and client business development, firm management, operations, or overall growth strategy — and understand how leading firms are mobilizing to put this mission-critical data to work.

Learn how DealCloud supports firmwide collaboration on lists, and all the complexities they can bring. Understand how users can build and manage campaigns — whether supporting communications or events — and how you can use the outcomes of marketing activities to inform both strategic and tactical actions.

Intapp’s Lavinia Calvert, Warren Knowles, Stacey Macmillan, and Nigel Riley explored why it’s important to increase collaboration between risk and compliance and business development teams, and how adoption of the right technology can help in a New York Law Journal article.