Our client: A specialist tax consulting firm, with offices across the US and UK. The project: Our client had gone live with 3E prior to our relationship. We provided a team of dedicated, hands-on experts to provide post-implementation recovery and support. Our team solved the technical, functional and process issues that were having an […]
Keeping things as they should be – webinar 19th Nov
Monitor is a new Pinnacle product that will help you maintain the highest level of data quality. Firms have an assumed data model – that 3E and Enterprise are supposed to be in balance, all clients are supposed to be in the requisite downstream systems with the right names etc. Most firms are not routinely […]
Entities, Sites & Other Objects Webinar
Pinnacle, in partnership with Thomson Reuters, ran a webinar on the 30th October titled ‘Entities, Sites and Other Objects’. Christopher Young and Beau Lynch talked attendees through how their data can be cleansed and restructured in 3E to gain better insights into their business and reduce risk exposure. The next webinar is on the 19th […]
Demonstration of Entity Merge in 3E
How is Pinnacle helping its customers with new business intake
We help firms in a myriad of ways. > We have a real strength in Anti-Money Laundering and KYC and are increasingly working with US based firms to reduce the burden of KYC compliance. We have developed thinking and associated forms and workflows which allows firms to undertake and record the necessary risk assessments and […]
Case Study: Clyde & Co LLP
Read how Pinnacle leveraged its TRE and Intapp knowhow to help Clyde & Co LLP. Refreshing new business intake (NBI) and conflict checking processes in such a way that they could integrate with Clyde & Co LLP’s existing PMS but also allow for seamless migration from Enterprise to 3E at a later date. You can read […]
#AskPinnacle
Pinnacle’s team knows the Thomson Reuters finance systems inside out, with expertise across conversion, compliance, templates, billing processes and business intelligence. Join us at our interactive session, “Lessons Learned” on Wednesday 19th, 1.45pm at Vantage San Diego, where we’ll answer your questions on how you can get the most from your investment in 3E. We’ll also share […]
Pinnacle adds to Elite with Honda hire
Leading legal technology consultancy Pinnacle has announced that former Xcelerate director and respected Elite specialist Honda Ngo has joined its US practice. With strong demand for 3E support both domestically and internationally, Honda Ngo will take the lead on application consulting on select projects, while also working closely with US CEO Bob Beach on client […]
A vintage VANTAGE for Pinnacle
A vintage VANTAGE EMEA 2019 for Pinnacle. With all the balloons and stand visitors you could have mistaken last week’s VANTAGE EMEA conference for a Pinnacle party. And there was certainly a feel-good factor, with two days full of good conversations and timely catch-ups in another excellent outing for the team. Our business intelligence practice […]
Beau Lynch to take up new post of Elite 3E Practice Director in the US
Congratulations to Pinnacle Elite specialist, Beau Lynch, as he takes up the new post of Elite 3E US Practice Director. The move signals an intensifying of focus by Pinnacle on the US financial management systems space, as firms look for both technical and advisory input on data conversions, business intelligence, time and billing. The 3E […]