Industry: Financial services

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 law firms entered 2021 on more-stable ground than they may have anticipated, many also now understand that their new operating models aren’t simply stop-gap solutions — new ways of working are here to stay. As a result of this sea of change, innovation initiatives focused on improving client experience and retention should not only evaluate how work is performed and delivered to clients, but also address how firms can leverage insights gleaned from the completion of that work to improve employee satisfaction, protect and grow revenue, and ultimately deliver engagements that result in happier clients and higher profits. Join a panel of experts on Thursday, March 18, as we discuss strategies to drive profitable business, including: Understanding how AI and advanced technology can help your firm: Accelerate and optimize timekeeping data capture to improve visibility into activity, progress, and utilization Improve pricing and budgeting processes using historical insights to inform future engagements Learning how an integrated budget-to-bill solution impacts the profitability of all your firm’s engagements Discovering how your firm can deploy a connected approach to meet client expectations, strengthen relationships, and deliver impactful business results

Check out the top 7 questions to ask when sourcing an M&A deal, and learn how the right technology can help you reach success.

Your firm needs modern dealmaker tools you can rely on, not ones that are outdated or soon to be obsolete.

Here are nine prompts complete with reconnect email sample templates that you can use to reconnect with contacts.

The DealCloud product roadmap review covers key product capabilities, demo showcases of relationship intelligence and zero data entry features ​as well as the official DealCloud’s product roadmap.

All professional and financial services firms need comprehensive processes in place to mitigate the transactional risks found throughout matter, engagement, and deal lifecycles. At City Tour NY, we shared best practices for navigating these evolving risk landscapes, and we explored how cloud-based technology can support more agile, efficient business evaluation, onboarding, and monitoring in firm risk management programs. The session includes: