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Support Your Firm’s Management of Non-Financial Risk with the Right Teams and Technology

  • Financial services
Learn how you can leverage Intapp technology and our risk team to improve your firm's management of non-financial risk.

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Blog Posts

Three reasons to upgrade your private equity placement agent software

  • Financial services
  • Private capital
  • + 1 more
With increased competition for deals, it’s more important than ever that private equity placement agents utilize purpose-built software to stay ahead of the curve.

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Webinar

Intapp winter 2020 release overview – Webinar

  • Accounting
  • Capital markets
  • + 5 more
With Intapp winter 2020 release, Intapp is charging towards our goal of delivering seamlessly integrated and complete solutions that unify the client lifecycle. Watch now to learn about the most exciting and relevant new features in the winter 2020 Release, which spans the entire Intapp industry cloud, across all of our solution offerings.

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Webinar

Industry Leaders Address Our Changing Digital Landscape

  • Accounting
  • Consulting
  • + 2 more
During this keynote session, we’ll speak with leaders from financial services, professional services, and legal firms to explore the changing landscape for professionals: How they find new opportunities, build the right teams, and harvest knowledge and expertise to drive better outcomes. This esteemed panel will discuss how digital technologies are changing the ways we work together, serve our clients, and complete deals.

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Webinar

Enabling Your Connected Firm Journey

  • Accounting
  • Consulting
  • + 2 more
Intapp Founder and Chief Product Officer Thad Jampol discusses how Intapp brings the connected firm vision to life, highlighting how our industry-specific platform supports systems of record, systems of engagement, and systems of insight to provide competitive advantage in an environment of increasing competition and an accelerating business cadence.

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Webinar

Welcome to Intapp Connect21

  • Accounting
  • Consulting
  • + 2 more
Intapp CEO John Hall welcomes everyone to Intapp Connect21, kicking off the conference and discussing the imperative of creating a connected firm strategy for those in the professional and financial services industries.

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Webinar

Offense and Defense: How Finance Firms Build, Maintain, and Protect Data Ecosystems

  • Financial services
Implementing best-in-class data security procedures has never been more important for capital markets firms, but it’s just one of many data challenges dealmakers face. Providing meaningful access to reliable information, restricting access to sensitive information, maintaining high data-cleanliness standards, and automating the capture of everyday correspondence have all affected deal professionals during the past year. In this session, a panel of capital markets firm leaders will discuss how they’re managing and optimizing proprietary and third-party data for more efficient operation.

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Webinar

Innovation, Intelligence, and Insights That Power Today’s Connected Firms

  • Financial services
Even as financial services firms adapted and began operating more effectively in the new environment, the market has become more competitive than ever before. Join this session covering critical topics, including: How relationship intelligence helps dealmakers improve deal sourcing, business development, and fundraising; how firms can protect their best interests and reputation; and how recent DealCloud releases help dealmakers win more business.

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Webinar

Workflows and Status Quos: Creating Best-in-Class Firmwide Processes in Financial Services

  • Financial services
As road warriors were grounded and the traditional M&A landscape upended, capital markets firms of all shapes and sizes used time in home offices as an excuse to finally operationalize for the long term. Whether they’re executing on digital transformation projects, decreasing administrative burden, or automating repetitive processes, firm leaders have successfully improved productivity and deal outcomes despite uphill challenges and an uncertain market outlook. In this session, a panel of capital markets firm leaders will discuss how they’ve created and implemented streamlined workflows and processes.

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Press release

DealCloud Dealmaker Pulse Survey Shows Deal Activity Is Ready to Plateau

  • Financial services
  • Private capital
  • + 1 more
The coming 6 months will bring increasingly stiff competition for more private equity deals at higher prices that demand larger fund sizes, going beyond the significant rebound that had been reported 6 months ago, according to the autumn 2021 edition of the DealCloud Dealmaker Pulse Survey Report released today by Intapp.

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