Innovation, Intelligence, and Insights That Power Today’s Connected Firms

Nov 17, 2021
12:30 - 1:15 PM

Even as financial services firms adapted and began operating more effectively in the new environment, the market has become more competitive than ever before. Dealmakers want better ways to stay connected and tighten up their approaches to sourcing, origination, and relationship management.

Results from the recent DealCloud Dealmaker Pulse Survey illustrate that better data and stronger collaboration enabled by technology are the only ways to effectively accomplish these goals. Join our product leaders in this session to learn how the latest DealCloud innovations connect people, processes, and data in new and better ways to help financial services firms increase agility and take advantage of dynamic market opportunities.

Join us as DealCloud product leadership cover critical topics, including:

  • Why relationship intelligence is critical to helping dealmakers improve deal sourcing, business development, and fundraising by leveraging the strength of their networks
  • How financial services firms can protect their best interests and reputation with a modern and connected risk-management solution
  • How DealCloud’s recent releases power an unprecedented level of industry specificity that dealmakers rely on to win more business

Watch the product showcase video:


Lokesh Seth
General Manager
Max Haskin
Head of Client Solutions
John Harris
Senior Director, Product Management

Time & Date

Nov 17, 2021
12:30 - 1:15 PM

Schedule a demo