Everything you always wanted to know about Data Quality Management In this five-post Q&A series we’ll  explore the concept of data quality management – what it is, why you need it and how to achieve it #1  What is…

A change of data. A change of direction.  The reality of successful business development. In the latest edition of Forefront Pinnacle's US and UK Practice Leads for Business Development Christopher Young and Bryan Austin reflect on the takeaways from the…

In his latest Briefing 'To the Point' column, Christopher Young argues for a rethink on business development, as firms continue to struggle to build successful key client programs. It’s time to move the focus away from historic data and to…

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