Industry: Financial services

NGP increased transparency and became a stronger, more connected team using DealCloud. Read more.

Perhaps the biggest factor that negatively impacts the business acceptance process is the lack of visibility into matter arrangements early in the client matter lifecycle. Many firms are therefore investing in AI-powered technology to exceed client expectations and ensure profitability.

As competition rises, deal-makers must leverage the power of real estate fund software like DealCloud to efficiently manage their deals and build strong pipelines.

Ralph Baxter, Intapp Board Member and former Chairman and CEO of the law firm Orrick, discusses the characteristics of innovative leaders in professional services firms. Learn about new opportunities for firms to accelerate change and serve clients in better and more efficient ways.

Purpose-built deal software can increase data security and accelerate the process of checking for conflicts of interest.

Briefing Frontiers Legal IT landscapes is here to ask key questions of operational leaders at leading law firms to benchmark both how they plan to transform and the tech required to do so.

FMI Capital Advisors, a subsidiary of FMI Corporation, is a leading investment banking firm. With more than 750 completed M&A transactions, the firm’s industry focus enables it to maximize value for its clients through the firm’s deep market knowledge, strong technical expertise, and an unparalleled network of industry relationships. Prior to implementing DealCloud, FMI Capital Advisors leveraged Salesforce as their deal and relationship management technology. As FMI Capital Advisors is a subsidiary of the consulting firm FMI Corporation, the instance of Salesforce that FMI Capital Advisors used was not configured for the complexities of the deal flow structure of an investment bank, and after attempts to make the Salesforce technology work for investment banking professionals, FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows. Below, we offer an in-depth case study that showcases how FMI Capital Advisors more efficiently managed its pipeline and deal flow  by leveraging DealCloud’s technology.

The entire deal-making process was completely upended last year, but is it here to stay? Read what capital markets experts have to say about 2021.