Industry: Financial services

During this keynote session, we’ll speak with leaders from financial services, professional services, and legal firms to explore the changing landscape for professionals: How they find new opportunities, build the right teams, and harvest knowledge and expertise to drive better outcomes. This esteemed panel will discuss how digital technologies are changing the ways we work together, serve our clients, and complete deals.

Intapp Founder and Chief Product Officer Thad Jampol discusses how Intapp brings the connected firm vision to life, highlighting how our industry-specific platform supports systems of record, systems of engagement, and systems of insight to provide competitive advantage in an environment of increasing competition and an accelerating business cadence.

Intapp CEO John Hall welcomes everyone to Intapp Connect21, kicking off the conference and discussing the imperative of creating a connected firm strategy for those in the professional and financial services industries.

Implementing best-in-class data security procedures has never been more important for capital markets firms, but it’s just one of many data challenges dealmakers face. Providing meaningful access to reliable information, restricting access to sensitive information, maintaining high data-cleanliness standards, and automating the capture of everyday correspondence have all affected deal professionals during the past year. In this session, a panel of capital markets firm leaders will discuss how they’re managing and optimizing proprietary and third-party data for more efficient operation.

Even as financial services firms adapted and began operating more effectively in the new environment, the market has become more competitive than ever before. Join this session covering critical topics, including: How relationship intelligence helps dealmakers improve deal sourcing, business development, and fundraising; how firms can protect their best interests and reputation; and how recent DealCloud releases help dealmakers win more business.

As road warriors were grounded and the traditional M&A landscape upended, capital markets firms of all shapes and sizes used time in home offices as an excuse to finally operationalize for the long term. Whether they’re executing on digital transformation projects, decreasing administrative burden, or automating repetitive processes, firm leaders have successfully improved productivity and deal outcomes despite uphill challenges and an uncertain market outlook. In this session, a panel of capital markets firm leaders will discuss how they’ve created and implemented streamlined workflows and processes.

To help you better connect with one another and your clients in these uncharted times, Intapp is honored to offer our world-class technology, expertise, service, and support to our community.

See the results of the Intapp Risk Staffing Survey and hear firsthand from representatives of Dickinson Wright PLLC and Greenberg Traurig, which has made the move to a centralized approach to risk management.