Master data matters... Firms need to make better decisions internally, and with their clients.  To do this they need to look at data through the prism of the three Cs – consistency, currency and completeness. They need tools to prevent…

Pinnacle implement Intapp's OnePlace for Marketing CRM solution on the DealCloud platform Here at Pinnacle we utilize our partners’ products to run our business. Not only does this give us credibility with both current and prospective clients in that we…

You've done the hard work getting 3E up and live - what next? In this latest article in Forefront, Tony Pullman outlines how 'going live' should not be the end point but rather the starting point for a long term…

In the latest edition of Briefing, Christopher Young, principal consultant and business development director at Pinnacle gets 'to the point' on how to ensure your new technology delivers what you really want. Read the article here  

In September's issue of Forefront, Christopher Young, practice head of both Pinnacle’s Risk and Compliance and recently launched Business Development teams, offers some practical advice on how firms can drive more value from their CRM investments. You can read the…

Show Your Workings: Evidencing AML compliance through technology and process By Paula Algar,  Senior Consultant for Pinnacle The Challenge In my recent attempts to help my son prepare for first exams, the importance of ‘showing your workings’ was recalled to mind…

In the latest issue of Forefront, Christopher Young, Practice Head of Risk and Compliance at Pinnacle discusses how firms could derive greater value from their practice management systems for no additional cost.  How?  Read the article here

Pinnacle unlocks the power of BI for Gilbert & Tobin Business intelligence, driven by 3E Data Insights, has been one of Pinnacle’s fastest-growing areas over the past year as firms seek to maximise the value of their organisational data. In May’s…

Paul Jenkins , head of IT projects and change at HFW talked to Briefing about how Pinnacle helped them get through the ups and downs of implementing Intapp Open.  And ahead of schedule! This time last year, HFW was on…

The change management challenge - key lessons for ensuring project success Tony Pullman, the Team Lead for our new Change Management and Transformation practice group, is featured in the latest edition of Elite’s Forefront magazine. For anyone needing to ensure…