[WEBINAR RECORDING] Get to Know DealCloud Resources: The Top Resources Available to Your Firm

Downloadable Resources

In this webinar hosted by DealCloud on April 9th, 2020, DealCloud’s Stephanie Fels, Senior Director, Account Management, and Laura Fallone, Senior Director, Client Success, provided an overview of the resources available to DealCloud clients. DealCloud’s team of 75+ professionals are dedicated to supporting our global client base. Situated in many major financial hubs, including New York, Charlotte, San Francisco, and London, the team provides localized support both in-person and virtually.


With the experience of supporting over 800 capital markets firms under our belt, our teams ensure that DealCloud platform users are fully equipped for dealmaking and productivity. As the day-to-day needs of our clients changes as a result of the tumult and dislocation in the market, we maintain a robust and reliable support structure for every deal professional we serve. DealCloud facilitates this support model by deploying a regular cadence of product documentation, thought leadership, self-guided and live user trainings, best practices, as well as consultation through our Professional Services offerings.


The services made available through our various teams – including Account Management, Client Success, Product Support, Technical Services, and Managed Services – guarantee that our clients have everything they need on-demand and at their fingertips. Even in the current COVID crisis, DealCloud is providing constant support through site health assessments, custom training programs, integration with other systems, and other programming that guide teams of all sizes and strategies on a path to success.


As firms are working towards firm-wide adoption of DealCloud’s single-source deal, relationship, and firm management platform, this webinar will serve as an overview of all of the resources made readily available in that pursuit.


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