Network Corporate Finance, a Düsseldorf, Germany–based investment banking firm, has selected DealCloud as its internal technology system. The firm will leverage DealCloud’s technology for deal origination, pipeline management, and relationship management.

Join us for a discussion on how business leaders are leveraging technology-led transformation to support collaboration and better apply knowledge and data to improve efficiency and drive superior client outcomes.

Trill Impact, a Stockholm-based impact investing firm, has selected DealCloud to enhance and streamline sourcing and origination efforts, relationship management, staffing, and investor relations.

5 investment banking trends intermediaries should know for 2023

The importance of connecting your investment bank’s technology stack

Prior to deploying DealCloud, the team at Denning & Company managed their data using a generic CRM. They found the generic CRM unintuitive, and the firm realized it needed a highly configurable software purpose-built for the complex business needs of venture capital and private equity dealmakers. This led Denning & Company to implement DealCloud. Below, we offer an in-depth case study that showcases how Denning & Co. leverages DealCloud’s technology.

In reality the quality of data in most CRMs is poor – records are incomplete, information is missing, and contact information is outdated — leaving partners and clients unsatisfied. Next-gen CRM systems are designed to solve these data issues. They include automatic data capture from email signatures and calendar entries, so there’s no data-input needed, and they integrate with key third-party data sources so that professionals can access all the information they need on a single platform.

In the decade since the last worldwide financial crisis, the business of law has changed significantly. Risk and compliance teams have continued to mature during this time; they now assess risk more holistically to inform strategic growth. Today, as we enter unchartered territory for the world’s economy and the practice of law, risk teams will prove more important than ever in helping their firms adapt to new conditions while continuing to achieve their goals. Please join John Sharkey, Vice President of Risk Practice at Intapp, and Judy Berman Director, Global New Business Intake and Information Management at Sherman & Sterling whom will provide observations on challenges, trends, and opportunities for strengthening law firm risk and compliance in the current environment: Introducing risk-aware business development targeting to maximize efficiency, drive strategic alignment, and make profitable decisions Breaking down silos to comprehensively manage risk across business acceptance processes Monitoring and surfacing ongoing risks to protect your firm.