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7 CRM Integration Use Cases Giving IR Teams a Competitive Edge

7 CRM Integration Use Cases Giving IR Teams a Competitive Edge

by Christopher Vilhelmsen | Apr 1, 2025 | Thought Leadership

CRM is the technological backbone for investor relations teams- but too often, it operates in isolation. To gain a real competitive edge, firms need to integrate their CRM into a broader data strategy. With public and market data sources becoming increasingly...
The Formula for CRM Success in 2025: Strategies, Adoption & Data

The Formula for CRM Success in 2025: Strategies, Adoption & Data

by Holland Mountain and Intapp | Feb 26, 2025 | Thought Leadership

In central London, Holland Mountain and Intapp hosted a panel discussion on the future of investment and fundraising technology.  The discussion featured insights from: Ruth Eagle, Head of Origination at CBPE Capital   Peter Tucker, IT Managing Director at IK...
From Simple Tool to Asset: Unlocking CRM Potential in Private Equity

From Simple Tool to Asset: Unlocking CRM Potential in Private Equity

by Billy Dix | Jan 28, 2025 | Thought Leadership

Among our clients, discussions around maximizing the value of their CRM systems are frequent, given the significant investment they often require. However many firms continue to struggle to achieve a strong return on investment, particularly in driving adoption among...
AI and talent in 2024 and beyond

AI and talent in 2024 and beyond

by Holland Mountain and The Line | Dec 10, 2024 | Thought Leadership

How is AI impacting Private Equity Skillset and Talent? This was the focus of our recent breakfast session we co-hosted with The Line, where we explored the impact of automation, machine learning, and generative AI on private equity operations. The discussion covered...
How Snowflake + ATLAS optimizes data quality and reporting in Private Equity

How Snowflake + ATLAS optimizes data quality and reporting in Private Equity

by Tim Friedman | Dec 10, 2024 | Thought Leadership

While Snowflake is powerful at ingesting data and pulling information from various sources, the data that is immediately available is not always ready for reliable reporting and analysis.   The data within Snowflake often requires mastering, mapping, and governance to...
The Future of Data-Driven Deal Sourcing in Private Equity

The Future of Data-Driven Deal Sourcing in Private Equity

by Holland Mountain and Kelp | Nov 21, 2024 | Thought Leadership

In a private setting at the Royal Automobile Club, Holland Mountain and Kelp hosted a panel discussion on the future of data-driven deal sourcing.  The discussion featured insights from: Chris Conradi, Chief Digital Officer at FSN Capital. Christopher Vilhelmsen, Head...
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