Financial Services Case Studies and Success Stories with Intapp CRM
CASE STUDY University of Cambridge Investment Management Limited
Intapp DealCloud and Intapp Employee Compliance help University of Cambridge Investment Management Limited manage data and automate trade pre-clearance. The company centralizes its data using these t...ools. This improves compliance and streamlines operations. The solution supports better data management for financial services.
Intapp DealCloud helped Hamilton Lane manage relationship data better. The firm had three investment teams using different systems and spreadsheets. This made it hard to track deals and relationships.... With Intapp DealCloud, Hamilton Lane brought all data into one place. Teams now work together more easily. The firm improved how it manages relationships and data.
Atlantic Street Capital used Intapp DealCloud to improve deal and relationship management. Before, they tracked deals and fundraising in Excel and used a generic CRM that did not meet their needs. Wi...th DealCloud, they now save 10 hours a week on reporting. The platform helps them manage data better and supports their business growth.
Intapp DealCloud helps FSN Capital manage their deal pipeline and relationships. FSN Capital is a private equity investment advisor with offices in Oslo, Stockholm, Copenhagen, and Munich. They use D...ealCloud to improve their deal pipeline processes. The platform also supports their relationship and investor relations activities. This helps FSN Capital work more efficiently.
Accounting Case Studies and Success Stories with Intapp CRM
CASE STUDY BDO Australia
Intapp Conflicts helped BDO Australia automate their end-to-end conflicts clearance process. The professional services firm wanted to reduce risk exposure and cut down on manual work. By using Intapp... Conflicts, BDO Australia improved compliance and efficiency. The solution streamlined their workflow and made conflict checks faster and easier.
Intapp Collaboration and Intapp Workspaces help Armstrong Watson support remote workers. The accounting firm uses these tools to improve Microsoft-based collaboration and manage content. The solution... makes it easier for teams to work together from different locations. Armstrong Watson benefits from streamlined workflows and better communication. The tools help the firm deliver services to clients more efficiently.
Intapp DealCloud helps Gerald Edelman improve daily work for their whole team. The firm is a top mid-tier UK business advisory and professional services provider. They use Intapp DealCloud to manage ...deals and client relationships. The platform supports their accounting and consulting work. The team benefits from better organization and activity tracking.
Legal Services Case Studies and Success Stories with Intapp CRM
CASE STUDY PLMJ
Intapp Conflicts helped PLMJ improve risk management and compliance for new client onboarding. The firm used data-driven insights to make conflict reviews faster. This led to quicker decision-making.... PLMJ gained multiple benefits from the solution.
Intapp DealCloud gave Howes Percival a single platform for CRM, email marketing, and relationship intelligence. The firm wanted to improve client service and needed all three tools. With DealCloud, t...hey combined these features in one place. This helped them manage client relationships better. The solution made their work easier and more connected.
Intapp Terms helped Fredrikson & Byron digitize and centralize their management of client OCGs. The firm selected Intapp Terms to improve how they handle outside counsel guidelines. This solution mad...e it easier for them to manage compliance. The process is now more organized and efficient. Fredrikson & Byron can better track and follow client requirements.
Intapp DealCloud helps Taylor Wessing build a data-driven culture. The law firm uses DealCloud to support revenue growth. The platform improves collaboration and efficiency. Taylor Wessing relies on ...Intapp DealCloud to drive business results.
Intapp Billstream helps Bevan Brittan, a top 100 UK law firm, automate its work-to-bill lifecycle. The firm now bills faster and with more accuracy. This automation improves realization. Bevan Britta...n uses Intapp Billstream to streamline billing processes.
Intapp Billstream helped Seyfarth Shaw automate legal billing workflows. The firm needed to speed up invoice generation for its global teams. Intapp Billstream made it easier for staff and lawyers to... create invoices quickly. The solution improved visibility and efficiency across Seyfarth Shaw's distributed offices. This led to faster billing and better workflow management.
Intapp Billstream helped S-E-A reduce work-in-progress backlogs. The company increased its average number of draft bills by 450 each month. S-E-A achieved this without hiring more billers. The soluti...on improved billing efficiency and productivity.
Infinedi Partners has selected Intapp's DealCloud platform to manage its deal pipeline and business development. The private equity firm aims to leverage DealCloud's AI-driven tools to enhance operat...ional efficiency and gain real-time insights, aligning with its growth strategy.
Infinedi Partners chooses Intapp DealCloud to accelerate firm growth through AI innovation
Infinedi Partners, a private equity firm, has selected Intapp's DealCloud to enhance its pipeline and relationship management using AI. This adoption aligns with Infinedi's strategy for agile technol...ogy integration, aiming to boost productivity and capacity. Intapp DealCloud will centralize data, automate processes, and provide actionable insights, enabling Infinedi to make informed, data-driven decisions and streamline operations.
Trilegal employs Intapp Time to enhance timekeeping practices with AI-powered automation - Yahoo Finance
Trilegal, a major Indian law firm, has adopted Intapp Time to automate and improve its timekeeping processes using AI-driven technology. The deployment aims to boost operational efficiency, accuracy,... and lawyer productivity through cloud-native automation. This customer win highlights Intapps growing presence in the legal technology sector and its role in supporting digital transformation for law firms.
Blank Rome Transitions to Intapp Cloud Infrastructure, Enhancing Operations with AI-Powered Solutions - Nasdaq
Blank Rome, a law firm, is transitioning to Intapp Cloud Infrastructure, integrating multiple Intapp products such as Intapp Time, Intake, Conflicts, Terms, Walls, DealCloud, and Billstream. This mov...e aims to enhance operations with AI-driven solutions, improve compliance, and streamline business processes, showcasing Intapp's capability in providing comprehensive cloud-based solutions.
Blank Rome Transitions to Intapp Cloud Infrastructure, Enhancing Operations with AI-Powered Solutions - Quiver Quantitative
Blank Rome, a leading law firm, has migrated its operations to Intapps cloud infrastructure, leveraging Intapps AI-powered solutions to enhance workflow automation, data security, and client service ...delivery. This transition underscores Intapps role in providing advanced, cloud-based legal technology platforms for professional services firms.
Gadens selects Intapp to comply with AML regulations in Australia - StreetInsider
Gadens, a leading Australian law firm, has selected Intapps software to enhance compliance with anti-money laundering (AML) regulations. The deployment supports regulatory adherence, risk management,... and operational efficiency in legal services. Intapps technology enables automated client due diligence and ongoing monitoring, addressing evolving compliance requirements in Australias legal sector.
Intapp Wins Major Australian Law Firm for AML Compliance Solutions ...
Intapp has been selected by Australian law firm Gadens to implement compliance solutions for anti-money laundering (AML) and counter-terrorism financing (CTF) regulations. This partnership will moder...nize Gadens' business intake and conflict management processes, enhancing data integrity and reducing risk exposure. Intapp's comprehensive platform offers secure information collection, identity verification, continuous risk monitoring, and centralized record-keeping.
Gadens selects Intapp to comply with AML regulations in Australia - TradingView
Gadens, a prominent Australian law firm, has chosen Intapp's compliance software to meet new anti-money laundering (AML) and counter-terrorism financing (CTF) regulations in Australia. Intapp will st...reamline Gadens' business intake and conflict management, improving data integrity, reducing risk, and supporting regulatory compliance in the legal sector.
Sills Cummis & Gross has adopted Intapp Billstream to enhance its revenue management processes. The law firm leverages Intapps legal billing automation to streamline invoicing and improve financial o...perations.
Colin Biggers & Paisley Selected Intapp Time To Modernize Timekeeping And Compliance Practices
Colin Biggers & Paisley, a leading Australian law firm, has selected Intapp Time, a cloud-based timekeeping solution from Intapp, to modernize its timekeeping and compliance processes. The firm aims ...to improve operational efficiency and accuracy using Intapp Times AI-powered time capture and configurable templates.
Colin Biggers & Paisley selected Intapp Time to modernize timekeeping and compliance practices
Colin Biggers & Paisley has selected Intapp Time to enhance its timekeeping and compliance processes, leveraging Intapps technology to modernize operational practices.
Intapp client insights: How Howes Percival uses Microsoft 365 and Intapp DealCloud integration to enhance client service
Howes Percival uses Intapp's DealCloud platform to enhance client service, focusing on relationship management, business development, and other key areas.
New Forests adopts Intapp DealCloud to bolster capital raising
New Forests has adopted Intapp DealCloud to enhance its capital raising efforts, utilizing Intapp's platform for relationship management, business development, and investor relations.
Milsted Langdon selects Intapp products for CRM, business development, marketing, and compliance, including DealCloud, Conflicts, Employee Compliance, Intake, Terms, Walls, Billstream, Time, Document...s, and Workspaces.
