Monarch Appoints Ish Khan as Director of Growth Strategy
~ Financial services and technology strategist to drive business development and market growth initiatives ~ FRANKLIN, Tenn., May. 06, 2025 – Monarch, a provider of implementation and customer success services for leading financial service CRM and SaaS platforms, today announced the appointment of Ish Khan as Director of Growth Strategy. Khan is responsible for driving […]
Monarch Reports Strong Q1 2025 Momentum, Driven by Strategic Partnerships and Client Growth
~ Provider strengthens partnerships, expands team, builds upon private capital market reach in Q1 ~ FRANKLIN, Tenn., Apr. 22, 2025 – Monarch, a provider of implementation and customer success services for leading financial service CRM and SaaS platforms, today announced a strong Q1 2025, building on two consecutive years of increased revenue, extended client relationships, and team […]
Monarch President Lee Farabaugh Featured in Middle Market Growth— The Generational Wealth Transfer and Its Impact on Tech Investment Strategies
As trillions of dollars begin to shift from Baby Boomers to Millennials and Gen Z, the financial services industry is facing a once-in-a-generation transformation. Monarch’s president and ACG Tennessee member, Lee Farabaugh, explores the impact of this generational wealth transfer in a newly published piece for Middle Market Growth, the official publication of the Association […]
Monarch’s Learnings from Intapp’s Q1 ‘25 Events
Attending industry events is one of the best ways to stay ahead of emerging trends, connect with partners, and gain fresh perspectives. Over the past few weeks, Monarch had the opportunity to participate in two incredible Intapp events: Intapp Partner Forum 2025 and Intapp Amplify. As an Intapp DealCloud partner for over seven years, we’re always […]
From Inbox to Impact with Intapp DealCloud Dispatch
Breaking through the noise of crowded inboxes requires more than just sending email; it takes strategy, precision, and the right tools. DealCloud’s Dispatch Mailings transforms email marketing by streamlining campaign management, automating outreach, and delivering real-time insights. Whether you’re sharing firm updates, sending event invitations, or distributing newsletters, Dispatch streamlines the entire process—from contact segmentation and […]
Thriving in ’25 Demands Innovation and Strategic Action
I recently had the opportunity to sit down for a chat with investor and friend, Joe Maxwell, Managing Partner of FINTOP Capital. FINTOP is a venture capital firm specializing in early-stage FinTech companies, including Core10, Inc., parent company of Monarch. Joe brings a unique perspective to the financial services industry, and his experience navigating evolving […]
Supercharge Your Business’ Intelligence with Intapp Data
Every successful deal starts with the right data. Whether it is knowing which connections to pursue or which markets to enter, informed decisions hinge on the depth and accuracy of your data. But gathering, validating, and maintaining millions of company and contact profiles is a resource-intensive challenge, one that can slow down even the most […]
Unlocking Equilar’s Potential with DealCloud’s DataCortex Integration
Studies show that incorporating business intelligence into analytics can boost operational efficiency by up to 80%, yet many professionals still struggle with using incomplete or outdated records. Inaccurate and even fragmented data often leads to inefficiencies that hinder building connections and decision-making. By integrating Equilar’s corporate leadership data into Intapp DealCloud through DataCortex, these challenges […]
Optimizing PitchBook Integration with DealCloud’s DataCortex
In the realm of financial data management, inefficiencies in syncing and integrating data can lead to missed opportunities and suboptimal decision-making. Many professionals find themselves struggling with outdated or fragmented information, which impairs their ability to make well-informed decisions. Fortunately, the integration of PitchBook through Intapp DealCloud’s DataCortex offers a robust solution to these challenges, enabling […]
3 Key Use Cases of AI in DealCloud with Intapp Assist
AI Functionality in DealCloud – Intapp Assist The biggest complaint about CRMs seems to always be that it is too time-consuming to enter the appropriate data. Clunky input processes lead to poor adoption, which leads to poor analytics and insights, furthermore, leading to poorly optimized decision-making and time-allocation. Purchasing a product with so much functionality […]
