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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

Intapp DealCloud recently released a suite of new product innovations built to improve efficiency at your firm through automated workflows, zero-entry capabilities, and enhanced collaboration. Learn how they can help your professionals save time, improve accuracy, and strengthen networking and business development.

1. Automatically create transcripts and gain AI-driven insights from Microsoft Teams meetings

Microsoft

Corporate client expectations around generative AI are increasing rapidly. According to a of executives in corporate legal departments at Fortune 1000 companies, 68% of in-house counsel approve of their outside counsel using generative AI tools for their company’s legal work. Why? Because 80% of these executives anticipate that AI tools will reduce their outside counsel

Leading commercial real estate investment and asset management firm will modernize pipeline management from acquisition through execution

PALO ALTO, Calif. — May 21, 2024 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that U.S. Realty Advisors (USRA) has selected Intapp DealCloud as its

Industry executives bring expertise and insight to product roadmap and go-to-market strategies

Intapp announces the addition of three key members of its Industry Solutions team: Tom Koehler, Rudy Saad, and Laura Saklad. Led byPresident of Industries Ben Harrison, the Industry Solutions team embodies Intapp’s commitment to applying an intimate understanding of the unique needs of