Data hygiene: A guide for professional and financial services firms
-
Financial services
-
Professional services
Quality data is the basis for all meaningful, actionable insights. Learn best practices for data hygiene and set standards and processes that support data integrity on an ongoing basis to support your digital transformation.
Learn more
Intapp Connect Virtual Summit – IT and Innovation Session
-
Accounting
-
Capital markets
- + 5 more
CIOs find themselves on the front lines, enabling their firms to remain connected in this time of social distancing. As we move toward a new normal, innovation can help firms deliver exceptional client experiences and drive operational effectiveness. But — despite having unprecedented amounts of technology at their fingertips — IT efforts fail to produce expected outcomes due to siloed data, disjointed processes, and unintuitive user experiences.
With an integrated platform and modern technology, CIOs can overcome these obstacles. The right technology “building blocks” can help unify and streamline data and processes across the firm. As a result, the connected firm enables rapid decision making, enhances team- and client-level collaboration, and provides personalized experiences for its leaders and professionals.
Join Jose Lazares, Vice President of Product and Innovation at Intapp, and John Arsneault, CIO at Goulston & Storrs, to learn how the Intapp cloud platform provides the core technology services and frameworks that allow technology teams to innovate:
Enabling seamless data flow and synchronization across the firm
Connecting and combining information throughout the client lifecycle in intelligent, strategic ways that give firm leadership 360-degree, always-available, real-time visibility into the business
Creating personalized experiences that spur meaningful action.
Learn more
Commercial Observer – Proptech in 2023: top principals and investors sound off 
-
Financial services
-
Intapp DealCloud
Frank Spadafora, Intapp Real Estate Industry Principal, shared his thoughts on what has him most excited about PropTech in 2023 with the Commercial Observer.
Learn more
3 steps for better collaboration within capital market deal teams
-
Financial services
-
Private capital
- + 1 more
DealCloud’s helps firms like KPMG support their capital market deal teams, improve collaboration, and streamline operations.
Learn more
DealCloud wins Best Deal Origination Technology at the Private equity Wire US Awards 2022
-
Financial services
-
Private capital
- + 1 more
Readers of Private equity Wire, a leading industry publication for the capital markets, have named DealCloud Best Deal Origination Technology. The awards recognize excellence among fund managers and service providers, highlighting the achievements of leaders and innovators in a dynamic industry.
Learn more
How the right tech improves efficiency for ventures operations managers
-
Financial services
-
Private capital
- + 1 more
We interviewed Arc Ventures’ ventures operations manager (VOM) to learn more about how technology can empower operations managers.
Learn more
How data integrity can increase firmwide efficiency
-
Financial services
-
Intapp DealCloud
Read our guide on building a strong foundation of data integrity to promote better decision making in financial firms.
Learn more
Understanding and preparing for each stage of an M&A transaction
-
Financial services
-
Intapp DealCloud
Read this review of M&A transaction deal stages to learn how dealmakers can better navigate the transaction process.
Learn more
Equip your dealmakers with modern relationship management solutions
-
Financial services
-
Intapp DealCloud
DealCloud built an extensive suite of relationship management solutions designed with features that deliver meaningful outcomes.
Learn more
Streamline your sanctions screening workflow with DealCloud
-
Financial services
-
Intapp DealCloud
Learn how DealCloud Conflicts can help streamline your firm’s sanctions screening strategy to mitigate overall risk and compliance.
Learn more