Industry: Professional services

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.

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.

As law firms entered 2021 on more-stable ground than they may have anticipated, many also now understand that their new operating models aren’t simply stop-gap solutions — new ways of working are here to stay. As a result of this sea of change, innovation initiatives focused on improving client experience and retention should not only evaluate how work is performed and delivered to clients, but also address how firms can leverage insights gleaned from the completion of that work to improve employee satisfaction, protect and grow revenue, and ultimately deliver engagements that result in happier clients and higher profits. Join a panel of experts on Thursday, March 18, as we discuss strategies to drive profitable business, including: Understanding how AI and advanced technology can help your firm: Accelerate and optimize timekeeping data capture to improve visibility into activity, progress, and utilization Improve pricing and budgeting processes using historical insights to inform future engagements Learning how an integrated budget-to-bill solution impacts the profitability of all your firm’s engagements Discovering how your firm can deploy a connected approach to meet client expectations, strengthen relationships, and deliver impactful business results

With digital adoption at the forefront of major shifts in the workplace, creating a connected environment is critical to the success of today’s firms. Client demands require immediate, consistent solutions, along with innovative technology that can enable superior service. Learn how the Intapp industry cloud is helping firms move quickly toward a connected, cohesive future. We’ll explore new technologies that are already fundamentally changing how firms can exceed their clients’ expectations.

All professional and financial services firms need comprehensive processes in place to mitigate the transactional risks found throughout matter, engagement, and deal lifecycles. At City Tour NY, we shared best practices for navigating these evolving risk landscapes, and we explored how cloud-based technology can support more agile, efficient business evaluation, onboarding, and monitoring in firm risk management programs. The session includes:

6 best data governance practices to help professional and financial services firms implement data management programs to enable accurate reporting, identify business development opportunities, deliver a better client experience, increase revenue and returns, and better manage risk and compliance.

Quality data is the basis for all meaningful, actionable insights. Learn best practices for data hygiene and set standards and processes that support data integrity on an ongoing basis to support your digital transformation.

CIOs find themselves on the front lines, enabling their firms to remain connected in this time of social distancing. As we move toward a new normal, innovation can help firms deliver exceptional client experiences and drive operational effectiveness. But — despite having unprecedented amounts of technology at their fingertips — IT efforts fail to produce expected outcomes due to siloed data, disjointed processes, and unintuitive user experiences. With an integrated platform and modern technology, CIOs can overcome these obstacles. The right technology “building blocks” can help unify and streamline data and processes across the firm. As a result, the connected firm enables rapid decision making, enhances team- and client-level collaboration, and provides personalized experiences for its leaders and professionals. Join Jose Lazares, Vice President of Product and Innovation at Intapp, and John Arsneault, CIO at Goulston & Storrs, to learn how the Intapp cloud platform provides the core technology services and frameworks that allow technology teams to innovate: Enabling seamless data flow and synchronization across the firm Connecting and combining information throughout the client lifecycle in intelligent, strategic ways that give firm leadership 360-degree, always-available, real-time visibility into the business Creating personalized experiences that spur meaningful action.

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