We help firms shift to a modernization strategy and gain a growth edge in today’s competitive marketplace. We offer intelligent solutions – purpose-built for partner-led firms – spanning the entire client lifecycle, from strategy through origination and execution.
The previous article in this series examined how fragmented data is impacting coverage precision. This article explores how modern operating models are redefining deal velocity.
The investment banks winning the most mandates right now aren’t necessary the ones with the…
Go-live is a milestone. It’s not the finish line.
Yet for many firms, CRM projects stall right after launch. The system is live, users are trained, dashboards are built — and then momentum fades.
That’s not a failure of execution.…
Capital flows from private wealth are becoming more dynamic, more competitive, and more complex. In this environment, intelligence — not just data — is emerging as the defining advantage. Firms that can see around corners, anticipate advisor and investor behavior,…
The firms gaining an edge in private wealth distribution share one thing in common: Rather than simply adding headcount, they redesigned their operating model before the pressure hit.
Scaling and integrating private wealth distribution within the private markets requires an…
Private wealth teams are scaling faster than the infrastructure supporting them — and the gap is widening.
Private wealth is becoming a defining growth engine for private markets. Yet most private wealth teams — as well as PE groups expanding…
Most law firms aren’t avoiding the move to Compliance Cloud because they disagree with the case for it. They’re stalling because the case for moving doesn’t answer the questions that actually keep risk officers up at night: Who does the…
Ten years from now, the most effective risk leaders in accounting will operate very differently than their current counterparts. The capabilities required to lead risk at scale — across complex, PE-backed, globally operating professional firms — are expanding, and the…
But the firms building the most durable competitive positions
…
Ropes & Gray selects Intapp DealCloud and Celeste to power firmwide growth and bring agentic AI to its lawyers Am Law 100 firm deploys DealCloud for firmwide growth and relationship management and Celeste to bring agentic AI across the firm…
Last month, we hosted a series of risk roundtables focused on the real-world challenges firms are dealing with day to day. Attendees spoke openly about cloud migration, AML readiness, and how their existing approaches are starting to fall short. Here’s…
