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Better manage material non-public information and conflicts

  • Financial services
  • Intapp Conflicts
  • + 1 more
Intapp DealCloud automates risk assurance to protect material non-public information to help your firm appropriately monitor conflicts.

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Webinar

Intapp Conflicts Community of Success Hour

  • Legal
  • Intapp Conflicts
Watch this session with Intapp Conflicts product experts Makaylia Roberts Binkley, James Edwards, and Justin Mitchell to learn how to best leverage the product features that can help your firm meet the challenges of conducting business remotely.

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Client Story

How Zelle successfully migrated to the cloud with Intapp

  • Legal
  • Intapp Conflicts
  • + 1 more
When a longtime vendor announced it would stop supporting the firm’s conflicts management software, leadership took the opportunity to reinvent its entire business acceptance process and modernize with a move to the cloud.

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Downloadable

Global independence checks: regulatory necessity or growth opportunity?

  • Accounting
  • Intapp Conflicts
  • + 1 more
Examine the complexity and costs of the new regulatory landscape, as well as the opportunities presented.

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Downloadable

Global Independence Brief

  • Accounting
  • Consulting
  • + 1 more
For global accounting networks, the  future of conflicts management and independence is a single, searchable set of data paired with automation to not only ensure compliance, but also serve as a foundation for firm growth.

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Webinar

Intapp Risk & Compliance for Legal: Intapp Intake and Intapp Conflicts

  • Legal
  • Intapp Conflicts
  • + 1 more
Join us to explore how firms effectively leverage Intapp Risk & Compliance to thoroughly evaluate new business, quickly onboard clients, and easily monitor relationships throughout the client lifecycle. During this webinar, you will hear from our guest speaker and Intapp client, David Monteiro, Senior Manager, Risk and Intake, Goulston and Storrs. Learn how his firm turned their risk and compliance management issues into a competitive advantage with Intapp Risk & Compliance solutions.

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Downloadable

Acceptance, continuance, and independence in accounting

  • Accounting
  • Intapp Conflicts
  • + 1 more
Learn how automation and digital transformation of acceptance, continuance, and independence processes in accounting can turn compliance from a cost to revenue generator.

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Press release

Beck Redden selects OnePlace Marketing & Business Development to fuel firm growth

  • Legal
  • Intapp Conflicts
  • + 1 more
Beck Redden, a trial and appellate firm in the U.S., has selected OnePlace Marketing & Business Development for its new client relationship management solution.

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Blog Posts

Conflicts of interest in investment banking: 3 ways to manage risk with software

  • Investment banking
  • Intapp Conflicts
  • + 1 more
Explore the way DealCloud’s client conflict check software solutions can automate and accelerate the process of checking for conflicts of interest at investment banks.

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Downloadable

Conflicts of interest in investment banking: 3 ways to manage risk with software

  • Financial services
  • Investment banking
  • + 1 more
Whether real or perceived, conflicts of interest do arise in advisory work and also in capital markets transactions. These Conflicts can be between different clients of the Investment banks, between the Bank and its client and also between particular bankers. It is possible to have all 3 in large and complex transactions.

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