Our client A top 5 Netherlands law firm The project Our client wanted to replace their legacy risk and business acceptance tools with an Intapp-based New Business Intake tool that would integrate with their legacy PMS. The project’s scope We carried out full end-to-end delivery of the project. This included working with our client’s team […]
BD ready for future?
In the latest edition of Briefing (September 2020), Christopher Young, Pinnacle’s principal consultant and business development director asks is BD ready for the future? How will client and business development need to change? What are the skills that need to be honed? Which tools and techniques need to be developed? Read and download the article […]
Business Processes and the 3 C’s
Following on from the latest Briefing Tiger Team session, Christopher Young, Pinnacle’s Head of Risk & BD Practices, on the impact of Covid-19 lockdown on business processes. One of the most interesting takeaways for me from the finance Briefing Tiger Teams session came from Kate Bassett at Ashurst LLP, when she talked about the […]
Client Portal for Intapp – Solving the problem of due diligence
Solving the problem of due diligence All law firm members will be familiar with some of the frustrations around KYC and AML in the new business intake process. For many of our Intapp clients they email out requests to parties for standard due diligence documents such as proof of identity and address; and when received […]
Pinnacle adds to Intapp team with business acceptance specialist
Pinnacle has announced the appointment of Yvette Hetherington as a senior consultant within the UK Risk & NBI team. Yvette joins from Allen & Overy where she was product specialist for the Intapp suite and liaised for a number of years with Pinnacle on A&O’s roll-out of Intapp solutions supporting risk management and business acceptance. Commenting […]
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 […]