Whether you’re facing challenges with adoption, data management, or leveraging AI functionalities, Monarch provides tailored solutions that drive efficiency and productivity, ensuring you achieve your goals promptly and effectively.
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DealCloud
Our experts know DealCloud top to bottom. We can help you with onboarding, data migration, configuration, and any other needs.
Results From Platform Experts
From onboarding, training, and ongoing maintenance, we unburden your team and do the heavy lifting. Find a per-project, per-hour, or support retainer solution that fits your needs and timelines.
Are you maximizing your data with DealCloud functioning as your single source of truth?
We've helped businesses overcome all kinds of challenges. Do any of these issues sound familiar?
- Has the use of DealCloud declined post-implementation?
- Are you struggling to centrally manage investment opportunities?
- Is relationship coverage proactive and meaningful?
- Are you leveraging historical deal activity to inform decisions?
- Are you getting the most out of your data providers in combination with your proprietary data?
- Is your firm fully using automation, AI functionality, and Intapp's Relationship Management Suite?
- Does your leadership team have real-time visibility into staffing, performance measurement, and coverage success?
We help firms unlock the full potential of their technology stacks through expert admin services and project-based consulting. Our tailored approach ensures seamless adoption and maximizes the value of your tech investments, empowering your team to work smarter and achieve better results.
Project-based Support
For firms seeking focused, project-based support, we offer tailored packages designed to address your specific needs. Monarch experts partner with your team to tackle initiatives like feature enablement, workflow optimization, and system integration—whether on a time-and-materials basis or through a fixed-bid approach.
Managed Services
For firms that want high-touch support and active system administration, we offer firms a unique managed services engagement model. Monarch experts can serve as a virtual member of your team, ready to tackle specific problems, software configuration, report creation, and more — all on demand.
Datasheet
Monarch can implement 80+ industry-specific DealCloud use cases, workflows & customizations.
For most organizations, that starts with a solid foundation for pipeline and engagement management, and baseline investor relations processes. And then, the sky’s the limit.
Want more detail on the 20+ CRM, feature enablement, and DataCortex Integrations we implement for clients?
Or the 80+ financial services use cases, customizations, and workflows our team can implement for your firm?
Unlock the potential of DealCloud. Make it work as hard as you.
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