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Whether DealCloud is becoming the first technology platform your firm will use, or if you’re switching from a different platform, you’ve come to understand that a successful technology migration relies on user adoption, thoughtful implementation, and the technology’s ability to manage complex relationships or deal structures.

DealCloud’s platform, built on a flexible and multi-relational database model, provides a meaningful alternative to traditional CRMs and delivers unrivaled value to dealmakers and other professionals in the capital markets industry.

Together, RFA and DealCloud support thousands of the global investing and banking powerhouses. Cumulatively, they have amassed a great volume of industry-specific, technological, and change management expertise. By putting that expertise together through this partnership, we are able to provide best-in-class services and technology transformation for organizations of all shapes and sizes.

Want to learn more about our partnership with RFA?

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