Creating a Culture of Transparency

Oct 28, 2020

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.

Download the recording of this webinar:


Christopher Conradi
Grant Marcks
Principal, Head of Business Development
Cristina Iftimie
Vice President
Andrew D’Epagnier
Sr. Director of Implementation Services

Time & Date

Oct 28, 2020

Schedule a demo