Industry: Financial services

Adopting and rolling out technology can be a difficult process for an organization to undertake. Many organizations are sold on a vision that software or technology will improve processes, save time, and ultimately save money as well, only to be disappointed when the reality falls short. So why is this the case? This guide will define implementation failure, address reasons why CRM implementations fail, and provide five steps to help you overcome a past CRM implementation failure so that you can ultimately achieve success.

Learn why dealmakers should replace spreadsheets with solutions like Intapp DealCloud to improve operations, secure data, limit manual processes, and ultimately reduce deal failures.

Private equity networking isn’t easy, but creatively tailoring your introductions to new connections can help you build relationships.

Private equity relationship nurturing can be complicated – stay motivated with these words of networking advice.

In 2021, Intapp undertook a new project: to improve the user interface (UI) and overall user experience (UX) of DealCloud. Learn more about how our teams collaborated with both clients and one another to enhance our software.

Learn how tools like DealCloud can help private equity professionals make the most out of their business trips.

Ben Harrison, Intapp’s President of Financial Services, shared his insights on the IPO market and company valuations for an article detailing how global market forces are affecting the progress of Sacramento-based startup companies.

In this in-depth whitepaper, you will learn how to build and implement a successful marketing and communications program that generates incremental opportunities, fosters strong relationships, and strengthens the firm’s brand.

Clients – especially business owners and their executive teams – know more, do more, expect more, and it’s an investment banker’s job to meet those expectations by elevating the client experience to a more robust and interconnected process. In doing so, clients will be happier, more productive, and will ultimately see more long-term success.

Whether real or perceived, conflicts of interest do arise in advisory work and also in capital markets transactions. These Conflicts can be between different clients of the Investment banks, between the Bank and its client and also between particular bankers. It is possible to have all 3 in large and complex transactions.