Monarch

How Can Firms Thrive in 2025? Lee Farabaugh and Joe Maxwell share their insights. The financial services industry is at a turning point. As markets stabilize, firms that focus on strategy, efficiency, and innovation will lead the way. Monarch’s President, Lee Farabaugh, recently sat down with Joe Maxwell, Managing Partner at FINTOP Capital and a valued investor and partner of our parent company, Core10, to discuss what’s ahead. Their conversation covered: ✔️ The return of deal-making momentum ✔️ The role of technology in managing complex transactions ✔️ How transparency is reshaping investor relationships Get their full insights here! https://lnkd.in/ex-dYFXc

Don’t invest in Intapp DealCloud without a plan to promote adoption in your organization. After working on more than 1,800 Intapp DealCloud projects, we’ve learned a thing or two (or five) about how to get your team to use the platform. After all, enterprise-wide adoption is the fastest way to get the most from your data. We’ve put together a list of Five Key Indicators for Adoption. If you keep an eye on these important elements of your onboarding, you’ll be in good shape. And if you need support, we’re here for you. See the list: https://hubs.li/Q02yH1Gb0 #DealCloud #TechnologyAdoption

Making informed decisions starts with clean, accurate, and accessible data. The integration of Pitchbook and Intapp DealCloud through DataCortex simplifies data management while empowering financial teams to: - Reduce manual input with smarter linking and syncing options. - Access millions of detailed records on companies, contacts, and funds. - Keep data updated in real time for better decision-making. Dive into our blog to learn how this integration drives efficiency and precision for financial professionals. https://hubs.li/Q02-bccY0

Turn data into decisions with Intapp DealCloud . In our blog, we explore how DealCloud’s robust analytics and reporting capabilities can help your firm stay ahead of the curve. By centralizing and analyzing market data, you can uncover trends, monitor competition, and strategically position your firm for success. Discover how to make your data work for you. https://hubs.li/Q02LLqRM0

Are your firm’s partnerships paying off? It’s time to stop guessing and start tracking. Our latest blog explores how Intapp DealCloud’s analytics can help you assess intermediary performance, enabling your team to prioritize valuable relationships. Learn how data can transform your strategic partnerships. https://hubs.li/Q02TKp-P0

Can you provide White Glove implementation service at scale? When it comes to onboarding experiences, providing high-quality and consistent service is key. Customers expect a smooth transition. They need personalized guidance and solutions tailored to their unique needs. Everyone’s implementation goal should be to go above and beyond. We want to ensure every customer feels valued, supported, and empowered from the moment they start using the software. Four pillars form the foundation of White Glove onboarding. ✅Deep Expertise ✅Project Management ✅Customer Relations ✅Creative Solutions If your software success is affecting your ability to onboard customers effectively, we can help. Our white-label implementation services fold neatly into your workflow, so success won’t compromise your onboarding: https://hubs.li/Q02sXBm20 #SaaSimplementation #software

It might seem like that’s a hard stance to take, but that kind of commitment leads to more successful Intapp DealCloud adoption. Intapp DealCloud is a powerful platform that can measure and track all kinds of data–much of it in real time. That’s why we recommend taking a “single source of truth” approach to data reporting. Data-sharing activities outside of the platform are barriers to adoption. This includes taking screenshots and emailing them to those who don’t have access, running reports and manually editing them each week to fit a specific format. Even maintaining legacy spreadsheets can hamper adoption. Setting up dashboards, providing visibility, and encouraging consistent check-ins is a great way to promote data-centric adoption of Intapp DealCloud. And if you’d like a hand with any of that, let us know. We’ll help you get your team up to speed, so anyone can find anything they need. #DealCloud #TechnologyAdoption

You cannot overstate the importance of White Glove service for customer satisfaction. It ensures that your software is set up correctly. It means a tailored process to meet the unique needs of each customer, supporting them every step of the way. By offering a top-notch onboarding experience, you are setting your customers up for success. More importantly, you're maximizing the value they can derive from your software. And you’re building the foundation for long-term recurring revenue. If you’re struggling to maintain White Glove implementation practices as your SaaS company scales, we have some thoughts for you. Our White Glove onboarding blog looks at the pillars of successful implementation and helps you avoid some of the common pitfalls: https://hubs.li/Q02sXyHv0

Successful software adoption requires support from leadership. Without them leading the charge, it can be hard to onboard new software and change old processes. Some coworkers might even say, “Well, I didn’t hear it from the boss…” when it comes time to start using a new platform. So make sure the vision is crystal clear. Everyone in the organization should know why a software was purchased, and what the use case expectations are. Having an executive sponsor of projects goes a long way in signaling importance to the organization. Demonstrating such a solid commitment to your team is half the battle when it comes to software adoption. #DealCloud #TechnologyAdoption

What does clear communication look like during a new customer implementation? 1. Regular Check-ins. Schedule regular check-in meetings with customers. Use these to discuss updates, progress, and any challenges the project might be facing. This keeps everyone informed and allows for open dialogue. 2. Clear Project Documentation. You should strive to provide clear and concise project documentation to your customers. This includes project plans, timelines, and budget breakdowns. This helps set clear expectations and facilitates better communication. 3. Transparent Reporting. Provide your customers with regular reports on project progress, budget utilization, and potential roadblocks. This transparency gives visibility into project milestones and informs necessary decisions. 4. Dedicated Communication Channels. Outline your communication channels, such as email or project management tools, so customers know where to turn for information. It’s important for customers to know how to get any questions or concerns addressed. 5. Proactive Issue Resolution. Take a proactive approach to issue resolution by identifying potential barriers early and addressing them promptly. This helps prevent communication breakdowns and ensures the project stays on track. That’s how we avoid delays and challenges in our implementation projects. How do you keep the lines of communication open? https://hubs.li/Q02sXmC60 #SaaSimplementation #communication