6 best data governance practices to help professional and financial services firms implement data management programs to enable accurate reporting, identify business development opportunities, deliver a better client experience, increase revenue and returns, and better manage risk and compliance.

Learn how several dealmakers led industry-specific CRM adoptions at their firms after making a case and gaining buy-in for technology.

Laura Fallone, Senior Director of Client Experience at DealCloud, helped build and scale the Client Success and Support teams. Now, she and her innovative team help ensure a seamless client experience from the moment clients select DealCloud as their platform.

FundFire Senior Reporter, Tom Stabile published an article on valuation adjustments and market expectations using our Autumn 2022 Dealmaker Pulse Report as a proof point. He asserts that early signals from private equity managers aren’t showing dramatic moves to reflect the market downturn through the third quarter and that many are holding out for a clearer picture.

Five reasons why technology is your advisory firm’s most valuable asset

Alternative asset managers need a better way to build institutional knowledge

Follow these eight steps to improve change management at your CRE firm and ease the adoption process.

Intapp DealCloud automates risk assurance to protect material non-public information to help your firm appropriately monitor conflicts.