Practical insights for professional services firms
Fireside Chat with the Carlyle Group and Orrick
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.
Enabling the Interconnected Ecosystem
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....
City Tour in Washington: The Future of Connected Innovation
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...
Rising Stars: Perspectives on Success From Leaders Under 40
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...
The Future of Connected Innovation
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...
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,...
Curiosity: Finding Innovative Approaches to Operational and Digital Transformation
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 and SourceScrub: Deal origination hacks for capital markets professionals
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.
DealCloud and FactSet: Fueling efficiency by automating data entry
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...
DealCloud and PrivCo: Unleashing the power of private company data at your firm
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...
DealCloud and S&P Global Market Intelligence: Unifying your data to build better workflows
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...
DealCloud and PitchBook: Access enhanced analytics directly in your pipeline
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 and Preqin: Powering fundraising & IR by centralizing capital markets & LP data
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.
Intapp Workspaces Demo Video
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...
Conflicts AI video
Intapp Conflicts is now enhanced with AI-assisted conflicts clearance, the smarter, faster, and more accurate approach to clearing conflicts.
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