or other regulated environment. Proficient user of Intapp Intake, with the ability to train, support and guide colleagues on client... https://diversityjobsgroup.com/company/birketts/ Artificial Intelligence (AI): At Birketts, we recognise the evolving...
and reused across the firm. CRM, Marketing and Relationship Intelligence: Developing a joined-up view of clients, matters..., CRM, data or AI is advantageous. Platforms may include Intapp, Aderant, iManage, HubSpot, Microsoft 365, Fabric...
and reused across the firm. CRM, Marketing and Relationship Intelligence: Developing a joined-up view of clients, matters..., document and knowledge management, CRM, data or AI is advantageous. Platforms may include Intapp, Aderant, iManage, HubSpot...
, AML compliance and adherence to professional standards. Use and develop systems within Intapp for conflict management.... Proficiency with Intapp systems and strong working knowledge of client/matter onboarding processes including AML, sanctions...
https://www.picturemore.co.uk/job-search/1611-solutions-developer-business-intelligence/development/city-of-london... stakeholder management, communication and problem-solving skills. Desirable: Microsoft Fabric, Copilot Studio, Intapp/Boomi...
Intapp is building a new Majors organization focused on deepening and expanding our relationships with the world... how Intapp approaches its most important accounts while working alongside a senior team focused exclusively on strategic client...
many of the following: Extensive experience with Thomson Reuters Elite 3E, Intapp Time, Narratives, reporting...-to-end solutions incorporating data, intelligence, third-party integrations, APIs and access management. Exposure...
Clearance Analyse complex conflict check results generated by the firm’s systems (Intapp), differentiating... if a conflict exists, utilizing internal databases and external corporate intelligence tools. Identify potential conflicts...