Blog

January 2, 2025

Looking for true client intelligence? Consider retiring your generic CRM.

Financial Services
Professional Services
Intapp DealCloud

Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.

January 2, 2025

Understanding reciprocity and optimizing coverage in private capital markets

Financial Services
Private capital
Intapp DealCloud

Raphael Sacks

Senior Value Engineer, Business Value Advisory

Learn how platforms like Intapp DealCloud help bankers better understand reciprocity and optimize coverage.

December 31, 2024

Accounting in 2025 and beyond: How private equity and tech are reshaping the industry

Accounting

Private equity investment and advancements in compliance technology are transforming the accounting industry. Learn how your firm can take advantage of these trends to drive efficiency and growth.

December 31, 2024

4 tips to prepare your firm for Intapp DealCloud product releases

Intapp DealCloud

Discover 4 essential tips for preparing your teams for Intapp DealCloud’s quarterly product releases. Learn how to stay up to date, effectively communicate changes, and collaborate with the Client Success Team to ensure smooth adoption and enhance user experience with new features.

December 22, 2024

How corporate development teams can tighten workflows with deal management software

Corporate Development
Intapp DealCloud

Bill Medlock

Vice President, Corporate Sales

As your corporate development team takes on more deals and strategic opportunities, your team needs a solution that can keep up with the growing workload. […]

December 20, 2024

4 steps to optimize your corporate development pipeline

Corporate Development
Intapp DealCloud

Emily Somma

Industry Cloud Architect

For corporate development teams, an optimized pipeline is the backbone of strategic growth. But optimizing your pipeline requires efficient sourcing, precise evaluations, quick approvals, and […]

December 19, 2024

Support your accounting firm’s M&A journey with a centralized, scalable DMS

Accounting
Intapp Documents
Intapp Workspaces

The accounting industry is undergoing a major transformation due to multiple factors, from evolving regulations to advancements in AI technology. But perhaps the biggest factor […]

December 16, 2024

Help M&A teams boost efficiency and profitability with industry-specific AI

Financial Services
Professional Services
Intapp DealCloud

Over the last 2 years, interest in generative AI has skyrocketed thanks to the launch of AI tools like ChatGPT and Microsoft Copilot. Professionals and […]

December 10, 2024

Increase corporate banking market share and improve intra-CIB collaboration

Investment Banking
Intapp DealCloud

Brian Bissonette

Industry Principal, Investment Banking

Corporate banking, sometimes referred to as wholesale banking, occupies a large but often poorly understood corner of the financial services industry. Corporate banking — which […]

December 6, 2024

How to securely use Microsoft Copilot at your law firm

Legal
Intapp Walls

As law firms continue to transform their workflows and technology in an effort to become more efficient, many are adopting Microsoft Copilot. Yet while Microsoft […]

November 25, 2024

3 reasons you should enroll in Intapp University

Industry-recognized certifications, simpler onboarding, and faster ROI: Yours at Intapp University If you’ve recently purchased or implemented a solution by Intapp — welcome! To help […]

November 25, 2024

3 ways to increase user adoption: Tips from Intapp client success stories

Financial Services

For financial services firms, selecting and implementing a new technology solution is usually a resource-intensive endeavor. Stakeholders are typically under pressure to get a fast […]

November 19, 2024

Enhanced user experience enabled with latest Intapp DealCloud updates

Intapp DealCloud

With the updates in the 2411 Europa product release, Intapp DealCloud users have gained several new features that will save them time by bringing DealCloud […]

November 18, 2024

Accelerate your deal origination: 5 key benefits of integrating Intapp DealCloud with Google Workspace

Private capital
Intapp DealCloud

Michael Hoyt

Product Manager
Susan Cobb

Senior Product Manager

For private equity and venture capital firms, finding the best deals requires working faster and smarter than the competition. The right tech can make all […]

November 15, 2024

3 strategies for effective change management at your firm

Large-scale, firmwide change can be triggered by organizational or leadership changes, a decision to expand firm offerings, or a need for updated technology. No matter […]

November 14, 2024

Aligning your accounting firm’s tech investments with private equity trends

Accounting
Private capital
Intapp Conflicts
Intapp Employee Compliance
Intapp Intake

Private equity firms are increasingly recognizing accounting firms as attractive investments, offering steady revenue streams and growth potential.

October 31, 2024

A single framework for complying with anti-money-laundering (AML) laws across jurisdictions

Legal
Intapp Intake

Cindy Mundow

Practice Group Leader, Risk & Compliance
Yelena Chervinsky

Director of Risk Consulting

How international law firms can simplify AML and know-your-client (KYC) compliance with a single framework Do any of these situations apply to your law firm? […]

October 28, 2024

5 ways to prepare for the AICPA’s new quality management standards

Accounting

Jey Purushotham

Practice Group Leader – Risk & Compliance

The American Institute of Certified Public Accountants (AICPA) has issued four new quality management and risk assessment standards for auditing private companies. These standards will […]

October 23, 2024

How to govern AI and Microsoft Copilot

Intapp Documents
Intapp Walls
Intapp Workspaces

Colin Truesdale

Director, Solutions Consulting

Maintaining strong governance and security frameworks is key to any firm’s success — and modern collaboration tools are essential. AI-driven technologies like Microsoft Copilot are […]

October 8, 2024

Accounting firms need improved conflict checking in era of private equity investment

Accounting
Intapp Conflicts

As private equity firms continue to invest in the accounting industry, establishing independence through conflict checking has become even more consequential than before. That’s the […]

September 4, 2024

6 key features your firm needs in a private equity CRM

Private capital
Intapp DealCloud

Joe Stapleton

Industry Cloud Architect, Private Equity

When it comes to private equity (PE), relationships, data accuracy, and efficiency can make or break deals. Everything hinges on a firm’s ability to build […]

August 22, 2024

Introducing the latest enhancements to Intapp DealCloud: August 2408 release

Intapp DealCloud

At Intapp, innovation is at the core of everything we do. We’re dedicated to advancing our AI tools and technologies to empower our clients with […]

August 8, 2024

Adhere to client requirements more easily with new enhancements to Intapp Terms

Intapp Terms

Satisfying your clients is a reliable strategy for winning new referrals. Intapp Terms helps you boost client satisfaction by making it easier for teams throughout […]

August 7, 2024

Cloud vs. on-prem: A CISO weighs the options

Mark Schertler

Chief Information Security Officer

Cloud infrastructure has come a long way. Not that long ago, cloud hosting was thought to be risky and expensive. After all, why would you […]

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Looking for true client intelligence? Consider retiring your generic CRM.

Understanding reciprocity and optimizing coverage in private capital markets

Accounting in 2025 and beyond: How private equity and tech are reshaping the industry

4 tips to prepare your firm for Intapp DealCloud product releases

How corporate development teams can tighten workflows with deal management software

4 steps to optimize your corporate development pipeline

Support your accounting firm’s M&A journey with a centralized, scalable DMS

Help M&A teams boost efficiency and profitability with industry-specific AI

Increase corporate banking market share and improve intra-CIB collaboration

How to securely use Microsoft Copilot at your law firm

3 reasons you should enroll in Intapp University

3 ways to increase user adoption: Tips from Intapp client success stories

Enhanced user experience enabled with latest Intapp DealCloud updates

Accelerate your deal origination: 5 key benefits of integrating Intapp DealCloud with Google Workspace

3 strategies for effective change management at your firm

Aligning your accounting firm’s tech investments with private equity trends

A single framework for complying with anti-money-laundering (AML) laws across jurisdictions

5 ways to prepare for the AICPA’s new quality management standards

How to govern AI and Microsoft Copilot

Accounting firms need improved conflict checking in era of private equity investment

6 key features your firm needs in a private equity CRM

Introducing the latest enhancements to Intapp DealCloud: August 2408 release

Adhere to client requirements more easily with new enhancements to Intapp Terms

Cloud vs. on-prem: A CISO weighs the options

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