Monarch

From launching in January to now, 2024 has been a remarkable year of building incredible partnerships. As we wrap up the year, we’re excited to share our thanks and appreciation with some cozy fall essentials! 🧥🍂 Lee Farabaugh and the Monarch team have been hard at work at Swag HQ, making sure our partners feel our gratitude. Partnerships are at the heart of what we do, and we’re proud to work with such amazing clients and collaborators.

Do you know which intermediaries are delivering the best deals? Not all relationships are created equal. Our recent article walks you through how to track and analyze intermediaries in Intapp DealCloud, helping your firm focus on partnerships that yield the greatest ROI. Start prioritizing the right relationships today! Check out the blog: https://hubs.li/Q02TK80v0

Is your Intapp DealCloud setup fully optimized? The effectiveness of any platform lies in how well it’s configured to meet your specific needs. Our blog outlines the critical steps to ensure your DealCloud is set up for success, enabling your team to efficiently track market transactions and derive meaningful insights. Take your transaction tracking to the next level with these expert tips. https://hubs.ly/Q02LLl1w0

With Intapp's August 2408 release of DealCloud, new AI features like company recommendations, smart tags, and expanded datasets are making a measurable impact on how investment professionals manage data and target opportunities. For a full look at these enhancements, you can check out the release here: https://hubs.li/Q02XP-1R0 At Monarch, we’re proud to see firsthand how these AI-powered tools are saving time and improving accuracy, allowing for better decision-making across teams. Our recent article dives into how AI is transforming CRM workflows within DealCloud—exploring practical ways it can be leveraged to optimize daily tasks. If you’re exploring how AI can transform your CRM experience, you can find our take here: https://hubs.li/Q02XQ0w30

Don’t invest in Intapp DealCloud without a plan to promote adoption in your organization. After working on more than 1,800 Intapp DealCloud projects, we’ve learned a thing or two (or five) about how to get your team to use the platform. After all, enterprise-wide adoption is the fastest way to get the most from your data. We’ve put together a list of Five Key Indicators for Adoption. If you keep an eye on these important elements of your onboarding, you’ll be in good shape. And if you need support, we’re here for you. See the list: https://hubs.li/Q02yGXVy0 #DealCloud #TechnologyAdoption

Can you provide White Glove implementation service at scale? When it comes to onboarding experiences, providing high-quality and consistent service is key. Customers expect a smooth transition. They need personalized guidance and solutions tailored to their unique needs. Everyone’s implementation goal should be to go above and beyond. We want to ensure every customer feels valued, supported, and empowered from the moment they start using the software. Four pillars form the foundation of White Glove onboarding. ✅Deep Expertise ✅Project Management ✅Customer Relations ✅Creative Solutions If your software success is affecting your ability to onboard customers effectively, we can help. Our white-label implementation services fold neatly into your workflow, so success won’t compromise your onboarding: https://hubs.li/Q02sXJrD0 #SaaSimplementation #software

You cannot overstate the importance of White Glove service for customer satisfaction. It ensures that your software is set up correctly. It means a tailored process to meet the unique needs of each customer, supporting them every step of the way. By offering a top-notch onboarding experience, you are setting your customers up for success. More importantly, you're maximizing the value they can derive from your software. And you’re building the foundation for long-term recurring revenue. If you’re struggling to maintain White Glove implementation practices as your SaaS company scales, we have some thoughts for you. Our White Glove onboarding blog looks at the pillars of successful implementation and helps you avoid some of the common pitfalls: https://hubs.li/Q02sXJst0

Maximize your intermediary relationships with data-driven insights. Too often, valuable partnerships are neglected while time is wasted on less productive connections. In our latest blog, we explore how to use Intapp DealCloud to analyze intermediary performance and focus your efforts where they matter most. Learn how smart tracking can transform your deal flow. https://hubs.li/Q02TK6st0

What does clear communication look like during a new customer implementation? 1. Regular Check-ins. Schedule regular check-in meetings with customers. Use these to discuss updates, progress, and any challenges the project might be facing. This keeps everyone informed and allows for open dialogue. 2. Clear Project Documentation. You should strive to provide clear and concise project documentation to your customers. This includes project plans, timelines, and budget breakdowns. This helps set clear expectations and facilitates better communication. 3. Transparent Reporting. Provide your customers with regular reports on project progress, budget utilization, and potential roadblocks. This transparency gives visibility into project milestones and informs necessary decisions. 4. Dedicated Communication Channels. Outline your communication channels, such as email or project management tools, so customers know where to turn for information. It’s important for customers to know how to get any questions or concerns addressed. 5. Proactive Issue Resolution. Take a proactive approach to issue resolution by identifying potential barriers early and addressing them promptly. This helps prevent communication breakdowns and ensures the project stays on track. That’s how we avoid delays and challenges in our implementation projects. How do you keep the lines of communication open? https://hubs.li/Q02sXBj_0 #SaaSimplementation #communication

Creativity and curiosity – essential qualities in the evolving world of financial services and technology. In this new BAI Q&A, our President, Lee Farabaugh, dives into why creative problem-solving is crucial in financial services and how curiosity drives the work we do at Monarch every day. Explore Lee’s unique perspective on blending regulated financial services with a startup spirit and read more about the journey that led to building a team rooted in community and fueled by innovation. Check out the full article below! https://lnkd.in/eQhnH56a