Intapp announces additions to Industry Solutions team
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Accounting
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Capital markets
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Intapp added three key members to its Industry Solutions team: Tom Koehler, Rudy Saad, and Laura Saklad. Led by President of Industries Ben Harrison, the Industry Solutions team embodies Intapp’s commitment to applying an intimate understanding of the unique needs of its client industries to the development of its vertical AI solutions.
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Build vs. buy for risk management: The challenge for highly regulated professional and financial services firms
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Financial services
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Professional services
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Download our e-book for best practices and exclusive access to a 5-step framework for deciding whether you should build or buy your conflicts solution.
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Innovating risk management with Applied AI
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Accounting
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Consulting
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Intapp has invested in AI capabilities for many years, empowering firms like yours to grow, evolve, and succeed in the long term. Learn more about our cloud-based, AI-powered risk and compliance products, as well as recent and upcoming AI enhancements in the cloud. This session covers:
Key enhancements added to Intapp risk and compliance products in the past year
A review of current and upcoming AI capabilities
Recommendations and available resources for your journey to the cloud
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Experience management
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Accounting
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Consulting
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Intapp DealCloud’s experience solutions enable law firms to passively capture and use your firm’s collective experience to expand cross-practice knowledge, enhance firm reputation, and win new business.
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Four factors to consider when evaluating cloud-based software
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Accounting
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Consulting
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Managing all the data in your firm's financial services ecosystem can be a huge burden, but implementing a connected firm technology ecosystem is the solution.
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Marketing
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Accounting
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Consulting
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Intapp DealCloud gives marketing professionals the tools they need to develop effective pitches and campaigns, track the ROI of their efforts, enhance firm reputation, and optimize client retention strategies.
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Fundraising and Investor Relations
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Financial services
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Professional services
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Intapp DealCloud offers vertical-specific solutions designed for the complex needs of partner-driven capital markets firms. Drive growth, increase efficiency and profitability, operate with transparency, manage risk and compliance, and deliver client success — all with DealCloud
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Business Development
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Financial services
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Professional services
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Intapp DealCloud business development helps develop and nurture client relationships, unlock new business opportunities, and enhance collaboration and transparency on every deal, enabling your teams to automate tasks and spend more time on what matters most–winning more business.
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Relationship management (CRM)
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Accounting
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Consulting
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Intapp DealCloud relationship management automates data entry and streamlines outreach workflows, empowering your professionals to focus on expanding networks and growing your firm with actionable relationship intelligence.
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How to elevate new business intake and risk assessments using the Agile approach
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Legal
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Professional services
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Without an efficient new-business intake process, intake teams risk wasting time and client goodwill by requiring unnecessary or redundant steps. To rectify this issue, many firms are turning to a key project management method: the Agile model.
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