Context is Everything: Why Your Firms Proprietary Data Grows More Powerful Over Time

Oct 28, 2020

If everyone at your firm leverages the same centralized platform for daily deal and relationship management, your firm is building mountains of intellectual capital. In this session, we’ll dive deep into the DealCloud reporting and data-analysis capabilities that help firms take better advantage of their proprietary data. You’ll learn how to set up relationship scores, notifications, and reports based on cumulative, firmwide insights to help you save time and make better-informed decisions for every transaction.

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Isaiah Knouff
Managing Director, U.S. Financial Sponsors Group
Paul Stocker
Chief Technology Officer
Kathy Million
Director, Enterprise Account Management

Time & Date

Oct 28, 2020

Schedule a Demo