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A transformation roadmap for professional services and capital markets firms

  • Private capital
  • Intapp DealCloud

For today’s professional services and capital markets firms, migration to more advanced digital operations is no longer an option; it’s table stakes.

Leading firms across legal, accounting, consulting, investment banking, and private capital markets are leveraging technology in truly transformative ways — empowering their professionals, exploring new business models, and gaining a competitive edge along the way.

By taking an industry cloud approach, firms can transform their client, investor, and employee experiences:

  • Surfacing new insights, uncovering hidden risk, and improving efficiency with applied AI
  • Improving accuracy, satisfying clients, and saving busy professionals time with zero-entry data capture
  • Improving knowledge-sharing firmwide with industry-specific collaboration, deal, and pipeline management capabilities
  • Enabling data-informed decision making at all levels, across the firm

Learn more about best practices and technology for digitizing core processes, migrating to the cloud, and acquiring or developing connected enterprise technologies to accelerate your firm’s transformation.