Building Your Firm’s Relationship Intelligence — the Lifeblood of Your Front Office • Intapp

Building Your Firm’s Relationship Intelligence — the Lifeblood of Your Front Office

Investors and advisors of all types can leverage their closely held and hard-fought relationships as the lifeblood of their firm’s growth. For almost 20 years, we’ve gleaned best practices from large and small firms that — coupled with new relationship intelligence capabilities in our platform — can help your firm uncover opportunities, maintain critical touch points, and win more. At City Tour NY, we discussed:

Common front office challenges
The benefits of data automation
Understanding relationship intelligence
Use case highlights

"*" indicates required fields

Name*

First Last

Email*

Company*

Job title*

Hidden

Phone

Explicit Opt-In

By checking this box and submitting this form, you agree to receive Intapp communications in accordance with our Privacy Statement and Terms and Conditions. You may opt out at any time.

Hidden

Message*

Hidden

Products*

Hidden

Solution interest*

DealCloud

Intapp Collaboration & Content
(Workspaces, Documents, Client Collaboration)

Intapp Risk & Compliance
(Conflicts, Intake, Terms, Walls)

Intapp Operations & Finance
(Time, Terms, Pricing)

Intapp Integration Service

Intapp Documents for Corporate Legal