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Investment banking is becoming a very crowded industry. According to the U.S. Bureau of Labor Statistics, the number of investment banks has increased nearly 20% since 2015. And they’re still growing. A growing number of investment banks equals increased competition for new clients. But investment banking marketing teams already have the tools needed for capturing new clients – their existing data. The problem is many advisors don’t know how to effectively use it to their advantage.

Ready for the future? You never know what is going to impact your business – a pandemic, political unrest, war, a recession or any combination of the above. As a legal services firm, investing in legal tech innovation can help you prepare for whatever is on the horizon.

Organizations both large and small are focused on data – including its quality and how to use it. You’ll hear business leaders proclaim that “data is power” and is the “ultimate tool for success.” As a result, several different disciplines related to data have been introduced, e.g., data enablement vs. management vs. governance. 

How much time does your firm spend on creating tombstones? One, two, three-plus hours per project? If you’re not automating the process with the Pitchly Tombstone Builder, no matter how long it takes, you’re wasting valuable time.

Your law firm must market your services to grow and thrive. But there are so many different marketing channels out available, it can be difficult to decide where to put your dollars. And even how much to allocate to your total legal marketing budget needs to be considered. 

Data is at the heart of every business decision your firm makes. And if you’re not using data management software, you’re not using your data to its fullest.

Data and analytics initiatives help high-performing firms transform their strategies. A survey by McKinsey found that 20% of respondents say their data and analytics contributed to at least 20% of their earnings before interest and taxes (EBIT).

But having great data at your fingertips doesn’t just happen. Data enablement programs are used to deliver the right data to firms at the right time. Data management software is one way this is accomplished.

Des Moines, IA (March 16, 2022) – With its strong focus on client service, Lathrop GPM has partnered with Pitchly, an experience management and data enablement platform, to empower its attorneys, client service and business development teams with more accurate, efficient and scalable solutions. Pitchly’s platform combines data and content, going beyond other enterprise data platforms with applications and extensions that bring data to life through content design, process automation, and document generation.

According to Everett Rogers’ classic model of technology adoption over time, not every employee will immediately adopt new technology. This holds true even if the tech has obvious benefits.

Des Moines, IA February 22, 2022. – Pitchly, the no-code data enablement company creating new ways for work to be done, has successfully completed its Service Organizations Controls 2 Type 2 (SOC 2 Type 2) examination, which recognizes the ongoing steps it takes to ensure the Pitchly data productivity suite is designed to keep its clients’ sensitive information safe and confidential.