Women’s World Banking Asset Management (WAM), the investment arm of Women’s World Banking, has selected DealCloud to enhance pipeline and portfolio management, investor relations, and reporting.

Intapp senior leaders share growth strategies, product development plans, and partner program enhancements. We dig deeper into information shared at Intapp Connect21, with an emphasis on what it means for your business. Day 1: Monday, December 6 Intapp Strategy Overview Don Coleman, Chief Operating Officer Duane Rusten, Senior Vice President, Client Services Intapp Product Strategy Thad Jampol, Chief Product Officer and Co-Founder Technology Platform Karthik Srinivasan, Senior Vice President, Intapp Cloud   Day 2: Tuesday, December 7 Applying Strategies: Product Line Priorities Alan McMillen, General Manager, Collaboration and Content Solutions Nigel Riley, General Manager, Risk and Compliance Solutions Chris Kraft, General Manager, Operations and Finance Solutions Lavinia Calvert, General Manager, Marketing and BD Solutions Intapp Integration Service Alexa Pothier, Director NPI Operations Business Partner Program Update Fabio Dias, Senior Director, Global Business Partners Sam Lunt, Senior Solution Architect

Watch this webinar to learn all about the AI-enhanced conflicts clearance introduced in Intapp fall 2019 release.

Intapp has partnered with Microsoft to accelerate the adoption of cloud technologies by private capital, investment banking, legal, accounting, and consulting firms. Through the new strategic partnership, Intapp will deliver connected firm and deal management solutions on a Microsoft Azure–based industry cloud with deep integrations between Microsoft technologies, including Microsoft 365, and Intapp applications.

Discover how DealCloud can help you improve your firm’s investor reporting with customized, hyper-relevant analytics.

Bringing deal risk management into the overall business acceptance process can help financial services firms reduce conflicts exposure.

Rising competition and pressure to deploy capital requires that private equity firms put their best foot forward to actively enhance the quantity and quality of deals entering their funnel. Dealmakers want to see every available deal, including add-on opportunities, co-investments, mergers, capital raises, and more. The wider and stronger the relationships these dealmakers have — and the more intentionally they cultivate them — the better their market coverage. In this whitepaper, we’ll explore the topic of relationship management in capital markets including why relationship building is important, how to nurture key relationships with a healthy cadence of communication, how to identify opportunities for introductions to target companies using your relationship network, and how to manage all of the above in the most efficient and self-serving manner.

Purpose-built CRMs like Intapp DealCloud can help your firm improve productivity tracking and maintain transparency in pipeline initiatives.

At Intapp Connect21, industry leaders gathered to discuss the evolving industry landscape and the ways in which technology can support both professionals and their clients. Financial services industry luminaries explored a range of topics, including clients’ growing expectations around transparency and the importance of anticipating future needs and obstacles. These leaders shared the challenges and experiences they’re encountering within their own firms, and revealed the ways Intapp DealCloud technology and related best practices have helped their firms remain competitive by connecting their people, data, and processes. Download our whitepaper to gather more insights on these topics.

Successful corporate finance/ sell-side M&A advisory engagements depend on connecting your client to the most interested and high-powered buyer.