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Business Acceptance: Exceeding Expectations and Ensuring Profitability

The 2019 Legal Value Network survey revealed that the second-biggest challenge for firms is meeting ...

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  • Accounting
  • Capital Markets
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Blog Posts

From analyst to MD: How investment banks are aligning their technology needs with team needs

Investment bankers must work harder and smarter to show their value and stay in the minds of their c...

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  • Corporate Development
  • Investment Banking
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Blog Posts

The top 3 trends to watch in healthcare M&A

The COVID-19 pandemic has affected nearly every industry, business, and person in the world. As the ...

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  • Financial Services
  • Investment Banking
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Case study

Case Study: FMI Capital Advisors

FMI Capital Advisors, a subsidiary of FMI Corporation, is a leading investment banking firm. With mo...

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  • Financial Services
  • Investment Banking
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Case study

Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution

Raymond James Financial is a leading diversified financial services company that provides private cl...

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  • Financial Services
  • Investment Banking
Blog Posts

Investment bankers need relationship management tech to find buyers in today’s remote environment

After the pandemic caused a severe reduction in dealmaking volume, closing new deals has become the ...

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  • Financial Services
  • Investment Banking
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Blog Posts

Key features to look for in an investment banking CRM

Complex market dynamics demand that modern-day investment bankers and M&A advisors be increasing...

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  • Financial Services
  • Investment Banking
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Conference Session

Inside DealCloud: Best Practices for Next-Gen Capital Markets Firms

Learn about the benefits of connecting the dots within your firm‘s technology ecosystem. DealCloud...

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  • Capital Markets
  • Financial Services
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Video

Intapp Terms

Intapp Terms helps centralize and streamline the storing and indexing of client mandates, helping yo...

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  • Accounting
  • Capital Markets
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Downloadable

Engagement DNA™

Our proprietary technology discovers and analyzes similar engagements to derive predictive intellige...

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  • Accounting
  • Capital Markets
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