• Innovation, Intelligence, and Insights That Power Today’s Connected Firms

Even as financial services firms adapted and began operating more effectively in the new environment, the market has become more competitive than ever before. Dealmakers want better ways to stay connected and tighten up their approaches to sourcing, origination, and relationship management. 

Results from the recent DealCloud Dealmaker Pulse Survey illustrate that better data and stronger collaboration enabled by technology are the only ways to effectively accomplish these goals. Join our product leaders in this session to learn how the latest DealCloud innovations connect people, processes, and data in new and better ways to help financial services firms increase agility and take advantage of dynamic market opportunities.  

Join us as DealCloud product leadership cover critical topics, including:  

  • Why relationship intelligence is critical to helping dealmakers improve deal sourcing, business development, and fundraising by leveraging the strength of their networks 
  • How financial services firms can protect their best interests and reputation with a modern and connected risk-management solution 
  • How DealCloud’s recent releases power an unprecedented level of industry specificity that dealmakers rely on to win more business 
Name*
Hidden
Explicit Opt-In
Hidden
Hidden
Hidden
Interest*
Hidden
Hidden
By submitting this form, I confirm that I have read and agree to the Privacy Statement.

Speakers

Lokesh Seth

Co-President, Financial Services
and General Manager, DealCloud
View bio

Lokesh Seth

Co-President, Financial Services
and General Manager, DealCloud

Intapp

Lokesh Seth is responsible for setting strategy and leading development of DealCloud products and services at Intapp. He established a distinguished track record of integrating technology and market needs to create innovative products, and has brought many award-winning solutions to market. Previously, Seth was Chief Technology Officer at iLEVEL, a Blackstone Group technology spinout, where he built a leading portfolio-monitoring platform for private capital. Prior to iLEVEL, Seth headed the Product and Strategy group at Connotate, where he led the development of the firm’s intelligent agent platform. As CTO at Serviceware, he guided the company through a successful IPO.

Max Haskin

Head of Client Solutions, Americas

DealCloud

View bio

Max Haskin

Head of Client Solutions, Americas

DealCloud

Max Haskin is the Head of Client Solutions, Americas at DealCloud, an Intapp Company. Haskin first joined DealCloud as an analysist in 2015. This was the same year he became a fellow at Venture for America, a nonprofit that aims to create economic opportunity in American cities by mobilizing the next generation of entrepreneurs and equipping them with the skills and resources they need to create jobs. Haskin received his bachelor’s degree in economics from the University of Michigan.

John Harris

Senior Director, Product Management
View bio

John Harris

Senior Director, Product Management

Intapp

John Harris is the Senior Director of Product Management at Intapp. Throughout his career, Harris has demonstrated leadership, creativity, problem solving skills, and the ability to build strong product teams that generate results for companies and their customers. He is an experienced executive with expertise in deep SaaS and enterprise software product management, marketing, and delivery. His specialties include software product development and management, product strategy, software product marketing, eDiscovery, eCommerce, marketing technology, and consulting.

Prior to joining Intapp, Harris served as the Chief Product Officer at Regroup where he led the product, engineering, and marketing functions for the series A2 venture-backed behavioral health care services company. Harris also previously served as a director at Relativity, Sears Holding Corporation, and Thomson Reuters. He holds a bachelor’s degree in industrial engineering from Northwestern University and a Master of Business Administration degree with distinction in marketing, strategy, entrepreneurship, and innovation from Northwestern University’s Kellogg School of Management.

Contact UsContact Us
Name*
Explicit Opt-In
Hidden
Hidden
Interest
Hidden
By submitting this form, I confirm that I have read and agree to the Privacy Statement.
Request DemoRequest a demo
Name*
Solution Interest
Hidden
Explicit Opt-In
Hidden
By submitting this form, I confirm that I have read and agree to the Privacy Statement.