• Resources

    Practical insights for professional
    services firms

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Financial Services
Article

How data integrity can increase firmwide efficiency

Read our guide on building a strong foundation of data integrity to promote better decision making in financial firms.

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Financial Services
Article

Understanding and preparing for each stage of an M&A transaction

Read this review of M&A transaction deal stages to learn how dealmakers can better navigate the transaction process.

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Financial Services
Article

How to choose a pipeline management system that supports everyone in your CRE firm

Read our guide to why commercial real estate (CRE) firms require unique, purpose-built pipeline management solutions.

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Financial Services
Article

Streamline your sanctions screening workflow with DealCloud

Learn how DealCloud Conflicts can help streamline your firm’s sanctions screening strategy to mitigate overall risk and compliance.

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Financial Services
Article

Equip your dealmakers with modern relationship management solutions

DealCloud built an extensive suite of relationship management solutions designed with features that deliver meaningful outcomes.

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Legal
Article

Bressler Risk Blog spotlight: Migrating risk software to the cloud

The Bressler Risk Blog features a recap of our recent webinar featuring the perspectives of three Intapp implementation partners — Aurora North, InflectionIT, and InOutsource — on migrating risk software from on-premises resources to cloud deployment.

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Financial Services
Article

Lionpoint sponsors Intapp Virtual Connect 2020

Lionpoint is proud to sponsor Intapp Virtual Connect 2020, to show our support as a certified implementation partner for DealCloud, the leading capital market software solution for investors and dealmakers. We’ll be joined by industry leaders and peers for informative discussions on...

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Financial Services, Private Equity
Article

Impact of new ESG benchmarks on the private equity sector

Leading private equity partners recently announced a new initiative to drive a standardized set of ESG (Environmental, Social and Governance) benchmarks to allow for focused reporting and increased comparability.

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Financial Services
Article

How a 360-degree client view will help grow your investment banking business

Clients – especially business owners and their executive teams – know more, do more, expect more, and it’s an investment banker’s job to meet those expectations by elevating the client experience to a more robust and interconnected process. In doing so, clients will be happier,...

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Financial Services
Article

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

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...

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Financial Services
Article

Private equity analytics: using data to discover deals

Throughout this article, we’ll discuss how to use DataCortex to empower you during all stages of the deal lifecycle, from deal origination to deal execution. We’ll also discuss other ways that modern dealmakers are using data analytics in private equity.

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Financial Services
Article

Creating a connected and collaborative private equity firm relies on your adherence to these 3 principles

In this article, we will share more about the ACT Framework and how its core tenets will support and enhance your firm’s deal, relationship, and firm management activities for months and years to come.

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Financial Services
Article

Is your private equity firm at risk of getting passed by?

The world of private investing has never been more competitive. Every day it becomes more and more difficult to differentiate and stand out amongst the crowd. The need to find more proprietary deals, build better relationships, and be more efficient in your execution is more intensive...

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Article

Risk Staffing Survey: Trends Helped Strong Pandemic Response

Read experts’ reflections on key findings from the recent Intapp Risk Staffing Survey to help inform your strategies in the new normal. Research shows that the professionalization of risk teams and firms’ support for distributed staff helped risk services continue without interruption...

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Legal
Article

AI on the prize

Industry experts from Dun & Bradstreet and Intapp discuss how combining automation with effective risk management can drive profitability.

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Legal
Article

Data-driven business development initiatives: is your firm utilizing the complete value of existing assets?

Learn about common problems that complicate the assessment of client requests and the evaluation of new business—and how firms are gaining efficiency.