James Stringer joins Pinnacle as Trainee Azure BI Consultant Pinnacle has seen unprecedented growth in the past year across all of its focus areas in finance, risk and marketing & BD, making the growth of our business intelligence team a natural part of that. We approach BI as a component that should be a […]
How we helped a leading European law firm transform their New Business Intake
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 […]
Risk and Compliance Report Card: Good, but can do better
By Christopher Young, Head of Risk and Business Development Practices, Pinnacle This article first appeared in Forefront IV 2020 Let’s talk risk and compliance. My observation would be that firms are doing a pretty good job of undertaking the risk assessments as they take on matters. The conflicts and anti-money laundering (AML) assessments are getting […]
To the Point: Get Risk Ready in 2021
In the November 2020 issue of Briefing Pinnacle’s Head of Risk and BD Practice, Christopher Young looks towards risk management in 2021. Within Risk & Compliance our observation would be that firms are doing a good job of undertaking the risk assessments as they take on matters – Conflicts and AML assessments are getting […]
Tiger Team Session: Risk in remoteness?
September saw the fourth and final Tiger Team convene as part of Briefing magazine’s summer series, in partnership with Pinnacle. Each session has set out to address the biggest challenges ahead for law firms and getting the tiger treatment this time was risk. Briefing’s editor-in-chief Richard Brent was joined by a suitably diverse cast: James Holman, […]
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 […]