Connected Firm Management
Connect Your People, Processes, and
Data to Deliver Superior Outcomes
Meeting Your Unique Challenges
Professional and financial services firms leverage domain expertise, closely held relationships, and collective experience to generate valuable insights and improve returns. Firms like yours require sophisticated, purpose-built technology to perform your many client-focused and fiduciary duties:
- Providing expertise, insights, and opportunities to companies throughout the engagement lifecycle
- Maintaining and growing a highly complex ecosystem of relationships
- Driving engagement and participation across an intricate web of functions, processes, and personnel
- Managing confidentiality, potential conflicts of interest and ethical walls
- Leveraging vast data sources and cross-functional, institutional knowledge
The Power of Connections
Connect Your Data
Firms realize the value of their internal and external data by connecting relevant systems and applications together. With a single source of truth for your connected data, you’ll benefit from a clear view of relationships, pipelines, investments, and prospects. Giving the right users access to data in the right context gives partners, professionals, and dealmakers a competitive advantage.
Connect Your Processes
Teams need to engage across multiple complex, often manual, cross-functional processes. Connecting your firm streamlines workflows — such as investor relations, business development, conflicts clearance, business acceptance, engagement planning, resource allocation, billing, and collections — to save time and better serve your clients.
Connect Your People
Connecting your firm’s collective insights makes it easier to identify and leverage institutional knowledge, relationships, and experience to fuel decisions, enhance agility, and accelerate success. Greater team collaboration — even in remote environments — helps optimize deal and engagement execution.
Drive Superior Outcomes
Connected firms operate more effectively and efficiently, increase returns, better manage risk and compliance, and deliver superior service to clients.
Connected firms attract and retain top talent by enabling their professionals to leverage collective insights and institutional knowledge to make better, faster, and more confident decisions.
Connected firms increase efficiency and profitability by streamlining, automating, and operationalizing processes and creating greater transparency into the firm’s growth.
Connected firms enhance business development effectiveness, optimized market coverage, and well-nurtured relationships – all of which leads to higher returns.
Connected firms reduce regulatory, financial, and reputational risk through workflow automation, AI, predictive analytics, risk scoring, and enhanced workforce collaboration.
Connected firms can better fulfill their clients’ needs, delivering the firms’ services efficiently and effectively.
Why Existing Approaches Don’t Work
For decades, traditional solutions have fallen short of expectations. Technology that isn’t built for the professional and financial services industry fails to provide a unified view of your firm’s critical data. It’s also often expensive, slow, and error-prone, and can require significant customization.
Internally developed solutions become increasingly expensive to maintain and lack next-generation technology capabilities
Legacy solutions quickly become outdated and don’t meet most firms’ security and sophistication requirements
Horizontal solutions designed for traditional, manufacturing, and retail industries are unnecessarily cumbersome for firms to successfully implement