Industry: Professional services

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the quality of data in most CRMs is poor – records are incomplete, information is missing, and contact information is outdated — leaving partners and clients unsatisfied.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.

Rising client, investor, and employee expectations, coupled with increased government regulations, are threatening the traditional operating models of legal, accounting, consulting, capital markets, and investment banking firms. To remain competitive, knowledge-based firms will need to embrace industry-specific digital transformation by leveraging purpose-built technology and harnessing the power of data.

Professional and financial services firms are unique industries with unique needs. They are partner-led, knowledge-based, and highly regulated, with specialized data needs and workflows that traditional software solutions cannot accommodate. To maximize their return on technology investments, firms should consider industry cloud solutions which are purpose-built for their needs.

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.

In the face of challenging economic times, firms have historically adapted using alternative business practices not just to meet near-term client needs but also to fundamentally reinvent the way they work. Today, finance and operations professionals enjoy increased access to data and more sophisticated technology than ever before, which enables them to drive firmwide transformations for long-term profitable delivery. Join Chris Kraft, General Manager of Operations and Finance at Intapp, and Toby Brown, Chief Practice Management Officer at Perkins Coie, to learn how, in challenging times like these, a truly connected firm can enhance outcomes: Learning from this period of deep crisis to adapt and drive lasting, positive change Recognizing that prioritizing client needs doesn’t mean sacrificing profitability Advocating effectively for a change agenda across the entire firm.

Microsoft 365 apps like Microsoft Teams have become central to collaboration and document management at professional and financial services firms. At City Tour NY, we discussed how firms are improving adoption and extending the value of their Microsoft 365 investments. ​The session included: ​

Darryl discusses into the importance of “taking the lead” in order to reinforce your client’s confidence in your services and expertise.

Transforming Business Development – Build Your Zombie Team

Please join us for the semiannual User Community event for Intapp Operations & Finance users. Join a panel of Intapp Operations & Finance experts — Matt McInerny, Client Advisory Director; Jill Nelson, Senior Director; and Sharon Scenna, Industry Consultant — to learn how Intapp products and solutions have evolved to better support operations and finance capabilities. The panel will discuss the following topics: Profitable matter management from the foundation up, with Intapp Time  Notable features and capabilities from recent releases  Our development roadmap for the remainder of 2021  New packages and entitlements that give many of Intapp Time customers more capabilities and features to help lawyers and their teams deliver on client value and profitability We’ll also welcome Lindsay Barthram, Director of Client Intake at our certified implementation partner, Wilson Allen, to discuss how journey options can work for your firm and accommodate your goals and objectives. 

Watch John Hall, CEO, and Thad Jampol, Co-founder and Chief Product Officer deliver an inspiring keynote. They’ll be sharing perspectives on the state of the world for professional and financial services firms, and helping you realize the benefits of a connected firm vision.