Practical insights for professional services firms

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.  

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.

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...

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...

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.

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.

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,...

Whether real or perceived, conflicts of interest do arise in advisory work and also in capital markets transactions. These Conflicts can be between different clients of the Investment banks, between the Bank and its client and also between particular bankers. It is possible to have all 3...

We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.

We offer a case study that showcases how Atlantic Street Capital overcame these challenges by leveraging DealCloud’s technology.

Download our whitepaper to learn how IR professionals can strengthen LP relationships and close deals faster in the capital markets by leveraging DealCloud.

After spending countless hours learning and comparing the various approaches to technology-enabled dealmaking at various firms, we extracted five major challenges facing dealmakers in their pursuit of a productive, high-functioning private equity firm.

Throughout this article, we’ll discuss how to use DataCortex to empower you during all stages of the deal lifecycle, from deal origination to deal execution. We’ll also discuss other ways that modern dealmakers are using data analytics in private equity.

In this article, we will share more about the ACT Framework and how its core tenets will support and enhance your firm’s deal, relationship, and firm management activities for months and years to come.

The world of private investing has never been more competitive. Every day it becomes more and more difficult to differentiate and stand out amongst the crowd. The need to find more proprietary deals, build better relationships, and be more efficient in your execution is more intensive...

Learn how your firm can thoroughly evaluate new business, quickly onboard clients, and monitor relationships effectively leverage Intapp Risk & Compliance solutions.

RFP Response Kit

Intapp DealCloud uses AI to help firms leverage their collective knowledge, improve win rates, and better connect their people, processes, and data. Now, users can leverage the depth and breadth of their firm’s collective intelligence to quickly and easily produce smart,...

Learn about DealCloud built-in e-marketing capabilities and understand how users can create and deploy one–off mailings. Learn how users can build automated drip campaigns to streamline ongoing engagement with your firm contacts.

Please join us for a discussion on how the partnership between Intapp and QorusDocs accelerates proposal management for the legal industry. By leveraging the combined power of DealCloud and QorusDocs, firms combine the centralization of critical data spanning expertise, clients, and...

One of the many ever-increasing challenges firms currently face is ensuring proper due diligence while managing their risk assessment processes. Firms are constantly seeking out new ways to address this issue and implement best practices for conducting necessary checks throughout the...