Practical insights for professional services firms

Join us for a discussion on how business leaders are leveraging technology-led transformation to support collaboration and better apply knowledge and data to improve efficiency and drive superior client outcomes.

Your firm’s professionals are at the forefront of meeting the increasing demands of client expectations. To deliver context-aware intelligence and implement greater operational efficiency, firms need an ecosystem that uncovers data-driven decisions and accelerates time to value....

With digital adoption at the forefront of major shifts in the workplace, creating a connected environment is critical to the success of today’s firms. Client demands require immediate, consistent solutions, along with innovative technology that can enable superior service. Learn how...

While firms typically have clear strategic directives that are informed by senior teams, operational success depends on how well firm professionals understand and execute on those directives. Technology can be a powerful force in driving firmwide consensus. During this session, a panel of...

With digital adoption at the forefront of major shifts in the workplace, creating a connected environment is critical to the success of today’s firms. Client demands require immediate, consistent solutions, along with innovative technology that can enable superior service. Learn how the...

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,...

In order to thrive, the best firms across the business ecosystem navigate complex webs of relationships and opportunities. It’s their senior information, technology, and operations leaders who make sense of these relationships and transform the underlying data into actionable...

DealCloud’s Emanuel Mesa (Solutions Engineer) shares a high-level overview of DealCloud’s SourceScrub integratoin and shows us how to better organize and automate your deal origination pipeline through the platform.

Whether you work in a private equity, investment banking, asset management, or another capital markets firm, there is an irrefutable reliance on data that is growing with every day, month, and year that goes by. By integrating FactSet’s data into DealCloud DataCortex, capital markets...

Build more robust third-party data reporting without leaving your pipeline management solution. By unlocking the PrivCo integration within the DealCloud DataCortex, you can now access key analytics and dive deeper into your data within your usual workflow. In this video, we’ll show you...

Leverage S&P Global Market Intelligence’s robust data on private and public companies, newsworthy developments, key professionals, industry metrics, and more directly from your DealCloud dashboards through the DataCortex solution. Watch the demo to learn how to populate company and...

Capital markets professionals looking to enhance their current research and insights offerings can augment and support proprietary data directly within their DealCloud pipeline through the use of the PitchBook data integration. In this demo, DealCloud Solutions Engineer Emanuel Mesa shows...

DealCloud’s Emanuel Mesa (Solutions Engineer) demos a high-level overview of DealCloud’s Preqin integration and shares how users can utilize this asset to enhance their private markets knowledge base and super-charge their fundraising and investor relations initiatives.

This Intapp Workspaces demo explores how you can provide engagement-centric intelligence and automation within Microsoft Teams. Intapp Workspaces — part of the Intapp Collaboration & Content suite — is made for the next generation of work. Team members need to be able to...

Intapp Conflicts is now enhanced with AI-assisted conflicts clearance, the smarter, faster, and more accurate approach to clearing conflicts.

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