Industry: Professional services

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.

Intapp has acquired Billstream from Wilson Allen. Relabeled as Intapp Billstream, the solution leverages advanced technology to simplify the preparation and validation of prebills and bills, enhancing the Intapp Operations & Finance suite to create a comprehensive work-to-bill solution.

The Intapp solution modernizes your front office, gives your firm quick wins, delivers immediate ROI, and creates leverage for new projects.

Jennifer Roberts discusses the role data science plays within legal and lessons other industries can lend to help maximize ROI on data investment.

A curated ILTACON19 guide. Includes Intapp speaking sessions, best places to mix and mingle, see fireworks, and win fun prizes.

Intapp and KPMG AG have formed a strategic alliance to accelerate digital transformation for professional services and capital markets firms. Together, Intapp and KPMG will enable private capital, investment banking, legal, accounting, and consulting firms as well as corporate legal department clients to harness the full power of the cloud through purpose-built solutions and services.