Whether your firm’s culture leans toward intelligence sharing or if most folks keep their information close to the chest, a centralized deal and relationship management platform like DealCloud will inherently change the transparency paradigm. As firms adjust to the new normal, a single source of truth is no longer just a nice-to-have item, but a necessity. In this session, we’ll take a closer look at real-life positive outcomes that result from firmwide transparency. We will also jump into the DealCloud platform to showcase the rationale behind features like Permissions and User Groups, and learn how leveraging them expertly can keep data organized and, where appropriate, confidential.
Principal, Head of Business Development
Sr. Director of Implementation Services