Practical insights for professional services firms
Best Practices for Legal Lateral-Hire Program Success
Lateral hiring and onboarding programs improve retention and drive higher ROI for your firm. Using Intapp Risk & Compliance and DealCloud, your firm can lay the groundwork for a successful lateral hire transition into your firm and set them up for success.
Intapp Terms Webinar: A Holistic Approach to Managing Client and Vendor Commitments
It’s imperative that firms develop a comprehensive strategy for managing client commitments, as well as provisions within that strategy to mandate efficient management, provide visibility and insights, ensure compliance, and maintain customer satisfaction. That strategy must ensure...
Dun & Bradstreet and DealCloud: Supercharge your decision-making
Financial services firms can leverage D&B company data from within the DealCloud platform through our DataCortex solution. This integration helps keep your firm’s DealCloud records up to date using information about your prospects and clients. With D&B data, your data remains...
FactSet and DealCloud: Providing the financial data professionals rely on every day
FactSet’s best-of-breed company data enables capital markets firms to identify investment opportunities and uncover risk exposure in a timely and reliable manner. For 40 years and through market changes and technological progress, FactSet has offered the deep expertise and expansive...
PitchBook and DealCloud: Capture the whole market
Through DataCortex, DealCloud clients can access, link, and visualize data from complementary data partners, all without leaving the DealCloud platform. Our clients use DataCortex to position powerful and curated data alongside DealCloud’s best-in-class relationship and pipeline...
Preqin and DealCloud:Unlock private market intelligence
The integration of Preqin’s data and intelligence through DataCortex enables DealCloud users to enhance their private markets knowledge base and super-charge their fundraising and investor relations initiatives. Through this partnership, dealmakers can populate DealCloud with...
PrivCo and DealCloud DataCortex: Exclusive private markets insight through DataCortex
The integration of PrivCo’s industry-leading intelligence into DealCloud’s DataCortex solution allows clients to accelerate research and build business development pipelines more efficiently. Through this partnership, clients of both DealCloud and PrivCo can leverage real-time data...
SourceScrub and DealCloud DataCortex: Supplement your CRM with industry-leading acquisition technology
By integrating the most up-to-date company, contact, and conference metrics from SourceScrub through DataCortex, firms using DealCloud can supplement their own proprietary CRM data with the SourceScrub dataset. Firms leveraging this integration save time by reducing the burden of manual...
Sutton Place Strategies and DealCloud: Market-leading deal intelligence in your pipeline
The integration of Sutton Place Strategies (SPS) data and intelligence through DealCloud DataCortex enables deal professionals to leverage actionable transaction and M&A data in their day-to-day deal sourcing and intermediary coverage initiatives. By enabling this integration, firms...
S&P Global Market Intelligence and DealCloud: Enhancing your existing processes with the power of data
With the integration of S&P Global Market Intelligence and DealCloud, capital markets firms can leverage S&P Global Market Intelligence’s robust, differentiated data on private and public companies, newsworthy developments, key professionals, industry metrics, and more from...
How to mitigate the risk of financial crime in law firms
Managing money-laundering risk continues to get more complicated for the legal industry. Firms must stay current and invest in anti-money-laundering (AML) practices and procedures that combat sophisticated financial criminals. Ultimately, every law professional is solely responsible for...
ClientEarth deploys Intapp Documents to enhance legal knowledge management and improve reporting capabilities
ClientEarth selects Intapp Documents for knowledge management software to enhance legal knowledge management, foster collaboration, increase document security, and improve reporting capabilities.
Major insurer streamlines in-house legal matter management
A major global insurance company deploys Intapp Documents for Corporate Legal to improve matter management within Microsoft 365 by modernizing and improving remote collaboration, workflows, and governance.
IATA transforms corporate legal matter management
International Air Transport Association (IATA) improves remote collaboration and matter management with Intapp Documents for Corporate Legal.
The Intapp Advantage: Streamlining Risk Assessment and AML Processes
At this webinar, you’ll learn how Intapp can provide your firm with an AML solution that integrates with your key systems as well as third-party data and a reputable ID verification partner to enable seamless, efficient, and accurate intake and AML compliance processes.
Best Practices for Legal Key-Client Program Success
Key-client programs build the foundation for increased profitability for your firm and a better client experience. Read our brief to learn about best practices that ensure that your firm is extracting maximum value from its key-client program.
Anatomy of a Cloud Migration
Many Intapp Time customers have already experienced the benefits of migrating to Intapp Time in the cloud. If your firm is considering this move, join us for a panel discussion with our expert team. You’ll get answers to important questions that...
The Changing Paradigm in Professional Services: Where We Will Be Tomorrow?
Join us as four professional services industry leaders offer insights into what we can expect from next in the evolution of the professions, and discuss a trio of important topics: – The effects of the war in Ukraine on the professional services industry – The impact of the...
Marketing communications in the modern capital markets firm
In this in-depth whitepaper, you will learn how to build and implement a successful marketing and communications program that generates incremental opportunities, fosters strong relationships, and strengthens the firm’s brand.
The Boutique Investment Bank’s Guide to Becoming Essential to Clients
How exactly will investment banks – especially boutiques – weather this storm and prove they are more than just deal shops? Download our guide to learn our top five tips.
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,...