Monarch Expands Partnership with Intapp to Streamline Client Services
Software implementations provider to support Intapp DealCloud implementations and delivery for financial services firms FRANKLIN, Tenn., Sept. 17, 2024 – Monarch, a provider of implementation and customer success services for leading financial service CRM and SaaS platforms, today announced the expansion of its partnership with Intapp, a leading global provider of AI-powered solutions for professionals in […]
How to Leverage Intermediary Analytics with Intapp DealCloud
Dealmakers know that success lies in relationships. They also know that time and resources are precious. Too often, firms find themselves bogged down by poor relationships, wasting energy on intermediaries that fail to deliver. In fact, 45% of executives say their biggest challenge when it comes to strategic partnerships is keeping them active and mutually rewarding. […]
Core10, Inc. Named Winner of the 2024 ACG TN Roaring 20 Award
Meet Dustin Morris, one of our standout Senior Implementation Consultants.A genuine jack of all trades, he brings a unique blend of technical expertise, craftsmanship, and thespianism to our team.
Your Guide to Tracking Precedent & Market Transactions in DealCloud
Meet Dustin Morris, one of our standout Senior Implementation Consultants.A genuine jack of all trades, he brings a unique blend of technical expertise, craftsmanship, and thespianism to our team.
Get to Know Monarch: Dustin Morris
Meet Dustin Morris, one of our standout Senior Implementation Consultants.A genuine jack of all trades, he brings a unique blend of technical expertise, craftsmanship, and thespianism to our team.
5 Key Indicators for Successful Intapp DealCloud Adoption
Professional services firms are leaning more heavily on technology to help streamline their business operations and increase client satisfaction. Intapp DealCloud, a specialized platform designed for dealmakers in the private capital markets industry, offers a comprehensive solution for managing deals, relationships, and workflows. The platform is an industry leader in these competitive markets due to […]
Your Guide to White Glove Onboarding and Software Implementation
Onboarding a new customer can be a daunting task for both you and them. We all want to provide a White Glove service. Unfortunately, capacity and timelines can erode the customer service an organization can provide. Still, you cannot overstate the importance of White Glove service for customer satisfaction. It ensures that your software is […]
Pendo Partners with Monarch to Successfully Scale Implementation
Pendo’s all-in-one product experience platform is designed to elevate the world’s experience with software. Employees spend most of their time and customers find moments of delight (or frustration) inside the applications they use every day. Pendo’s product experience platform equips companies of all sizes with the ability to become product-led to drive revenue, create more […]
Get to Know Monarch: Chad Ginsel
Meet Chad Ginsel, one of Monarch’s Implementation Managers, whose story embodies the essence of our core value, “We’re here to grow”.
Effective CRM Integration for Better Relationships
Lack of Integration Services Impacts Client Relationships Effective CRM Integration allows for seamless collaboration with customers, leading to timely and successful deal closures. In the fast-paced world of private equity (PE) and investment banking, relationship-building and deal closure are paramount. Cutting-edge software tools to streamline operations and enhance success rates keep PE firms competitive and […]
