Upgrade your investment bank’s technology without user resistance! This guide outlines 8 steps based on Kotter’s change management principles to ensure successful software adoption, from building urgency to celebrating wins and sustaining momentum. Learn how to overcome common pitfalls and create a thriving new workflow for your IBD team.

Discover how Intapp, the industry cloud for professional services, uses applied AI to provide actionable information throughout all stages of the client lifecycle.

Explore the way DealCloud’s client conflict check software solutions can automate and accelerate the process of checking for conflicts of interest at investment banks.

The top three metrics sponsors aren’t discussing in Monday morning meetings, but should

How exactly will investment banks – especially boutiques – weather this storm and prove they are more than just deal shops? Download our guide to learn our top five tips.

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.

Learn more on how to maintain schedule transparency in your firm by introducing a firmwide calendar integration with DealCloud.

Read our top three tips for better managing CRM data cross-functionally and for maintaining transparency across teams with DealCloud.

Readers of Private equity Wire, a leading industry publication for the capital markets, named DealCloud Best Deal Origination Technology and Best Fundraising Technology.

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.