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Transformative technologies take years to develop — then they suddenly break through and change the world. 

Take the internet. Development for “internetworking” began in the 1970s, but the internet didn’t go mainstream until 1991, when the World Wide Web was opened to the public. By the end of 1994, the Web had 10 million

For professionals at advisory, legal, and capital market firms, generative AI can be transformative. Through capabilities like summarization, data capture, and auto-population, AI can save team members valuable time and give them the most accurate information at their fingertips. 

Given the transformative nature of AI for professionals, it’s not surprising that, in the Intapp Tech

Jey Purushotham, Compliance Practice Group Leader at Intapp, published an article in CPA Practice Advisor on the “oversharing” problem. In the article he explains why and how firms exploring generative AI need to approach handing confidential information to avoid risk of it being shared with users who are not permissioned to access it.

CPA Practice

Access to AI technology impacts employee satisfaction and success 

Despite many new advancements in AI, some firms are still hesitant to adopt the technology. This is understandable to an extent, since some AI and automation tools can be both expensive and time consuming to implement. Leadership may be unwilling to invest in this new technology,

What software does your investment banking firm use for deal and relationship management? If it’s Microsoft Excel or a traditional CRM system, it may be time to consider a new approach. 

The sheer volume of information that exists within any firm is immense — and grows daily as your team sources opportunities, identifies buyers, services

AI is everywhere. News feeds are flooded with articles and commentary about how it’s transforming the workplace by helping teams work faster and smarter.  

Most firm leaders are eager to reap the benefits they keep reading about — but they don’t know which AI tools would be most beneficial for their teams.  

Research indicates that

As firms take on new clients and engagements, they need to ensure that all corresponding data remains secure and properly structured. Typically, firms create client/engagement structures across dozens of management systems, such as Microsoft Teams, SharePoint, and their own CMS. But with so much information dispersed across so many systems, firm professionals often struggle to