• Resources

    Practical insights for professional services firms

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Financial Services, Investment Banking
Video

Fireside Chat With Goldman Sachs

As current head of digital strategy for Alternative Investments in the Asset Management Division at Goldman Sachs, Luke Flemmer has deep experience scaling technology platforms for global firms. Hear how he’s helped firms implement design thinking and agile product practices at scale,...

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Financial Services, Investment Banking
Conference content

DealCloud Product Roadmap

The DealCloud product roadmap review covers key product capabilities, demo showcases of relationship intelligence and zero data entry features ​as well as the official DealCloud’s product roadmap.

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Capital Markets, Financial Services
Case study

Stephens

Stephens bankers recognized they needed a highly configurable platform that could be customized to fit the firm’s specific deal and relationship management processes, which led them to implement DealCloud.

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Capital Markets, Financial Services
Case study

KPMG Corporate Finance in the U.K.

As the leading mid-market M&A advisor in Europe, transacting more deals per year than any competitor, the KPMG CF team knew it was important to utilize a technology tailored specifically to the needs of M&A processes — technology that would centralize and democratize...

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Financial Services, Investment Banking
Case study

Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution

Raymond James needed to find a configurable, enterprise-grade system that could be used across the entire investment bank and act as the central hub for all deal and relationship management.

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Accounting, Capital Markets

Opening keynote: Connecting your firm to win in the next normal

For all the focus on the “new normal” of work as businesses start to reopen, the greatest innovators in design, technology, and workplace leadership are thinking about the next normal — a world in which flexibility and resilience are the coins of the realm. Fast Company...

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Accounting, Capital Markets
Webinar

Intapp Flow Client Care Program Demo Series

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.

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Financial Services, Investment Banking
Case study

DealCloud Technology Addresses Unique Financial and Deal-Making Needs of Cassel Salpeter & Co.

This boutique investment bank was seeking the right CRM solution to fit its unique needs.

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - IT and Innovation Session

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...

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Risk & Compliance Session

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...

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Operations & Finance Session

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...

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Marketing & Business Development Session

Our personal, professional, and client realities literally changed overnight. How are professional services marketing and business development teams adapting, what challenges and opportunities are they facing, and how can we support one another through these extraordinary times? Watch...

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Accounting, Capital Markets
Webinar

Bringing speed and agility to lawyers and timekeepers in a virtual world

With shelter-in-place orders in effect globally, the remote-work paradigm has shifted quickly and drastically, forcing firms to scramble to deploy fully remote workforces, virtually overnight. This situation puts pressure on firms to maintain client service standards while migrating staff...

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Accounting, Capital Markets
Webinar

Centralizing risk management to drive business growth

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.

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Accounting, Capital Markets

Secure Cloud Technical Requirements Security FAQ

Secure Cloud Technical Requirements Security FAQ

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Accounting, Capital Markets
Premium content

Connect19 Conference Content

Access the great content from Intapp Connect19.

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Accounting, Capital Markets
Demo

Intapp Terms

Intapp Terms helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes.

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Accounting, Capital Markets
Demo

Intapp Time

Intapp Time is a total time management solution to find and capture missed time, improve realization, and enable on-the-go timekeeping with full mobile capabilities.

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Accounting, Capital Markets
Tech brief

Applied AI

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