
PR & comms for financial & professional services, real estate, fintech @Riverinc | opinions my own | DM for contact
Irvington, NY
Joined March 2022
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Private equity, agentic AI and fee pressure are reshaping the accounting industry. In @AccountancyAge, Intapp’s Tom Koehler explains why governance will be an asset for the firm of the future. accountancyage.com/2026/09/2…
Intapp collaborates with OpenAI to bring frontier AI to the business of law intapp.com/news/intapp-celes…
Inside ChatGPT for Financial Services: What early access users can actually do tomsguide.com/ai/chatgpt/ins… via @AmandaCaswell @tomsguide
Intapp collaborates with OpenAI to deliver a governed DealCloud with Celeste plug-in to financial services - businesswire.com/news/home/2…
AI Agents as Portfolio Managers? Alts Players Face Regulatory Muddle: Amid increased use of artificial intelligence, private fund managers and their investors may have to define major compliance and governance issues on their own. fundfire.com/c/5226974/74800… via @JstnMtchll @FundFire
A sharp analogy from Intapp’s Tom Koehler on private equity investment in accounting firms:
Two restaurants can generate the same profit, but the one built around repeatable systems is worth more than the one dependent on a single star chef.
Tom joined Accounting Today Editor-in-Chief Dan Hood to explain why firms that codify their methods and institutionalize relationships will be better positioned to negotiate from strength.
Watch the two-minute conversation: youtube.com/watch?v=VtSNIFqJ…
#Accounting #PrivateEquity #Intapp
Intapp Launches Celeste: The Agentic AI Coworker for Investment Banking and Private Capital tradetecheye.com/news/intapp… via @fintechf's Tradetech Eye
Enterprise AI agents can't talk to each other, can't be trusted with permissions, and can't be audited — 5 startups are already fixing that venturebeat.com/orchestratio… via @VentureBeat @taryn_plumb
Client confidentiality comes first: ethical walls keep sensitive information with the right teams.
Our integration with @Intapp is now generally available.
Firms can bring their existing wall policies into Harvey, so lawyers can work together with the right protections.
OpenAI’s push into the enterprise market is ramping up as it faces growing pressure to prove that AI can deliver meaningful results for large businesses.
My takeaway: Most firms are still using AI to improve individual productivity. The bigger opportunity is embedding it into the workflows that run the business. That’s where enterprise-level returns begin.
wsj.com/cio-journal/openais-… via @WSJ @IsabelleBiscuit @bellelin_
“When a conflicts team can clear 10x the matters and a fund can screen 10x the deals, that’s not saved time. That’s a new business model.”
The Drawdown covers how Intapp’s Celeste moves AI beyond individual productivity and into the business of the firm.
the-drawdown.com/article/int…
Today’s the day! Join us at 11 a.m. ET to see what Firm AI looks like in practice across regulated industries, as Intapp introduces Celeste, its next generation of agentic AI coworkers.
Next Wednesday, Intapp will share a first look at the next generation of Celeste AI agents for private capital, investment banking, legal and other professional firms, moving beyond prompts and copilots into firmwide workflows.
The virtual event begins July 15 at 11 a.m. ET. Register here: accelevents.com/e/intapp-cel…
UBS CEO tells its workforce there will be ' time reserved for you to learn and use AI in a systematic way.' Love this initiative because it's not just tokenmaxxing and playing with it, it's coming up with concrete use cases fnlondon.com/articles/ubs-la… via @FinancialNews @paultclarke
A smart take on one of the biggest questions around enterprise AI. How do companies use their own knowledge to make AI more useful without giving up control of it?
It's also a big part of what Intapp has been focused on with Firm AI. Worth a read too: intapp.com/downloadable/firm…
Liam O’Donnell retweeted
Next Wednesday, Intapp will share a first look at the next generation of Celeste AI agents for private capital, investment banking, legal and other professional firms, moving beyond prompts and copilots into firmwide workflows.
The virtual event begins July 15 at 11 a.m. ET. Register here: accelevents.com/e/intapp-cel…
Next Wednesday, Intapp will share a first look at the next generation of Celeste AI agents for private capital, investment banking, legal and other professional firms, moving beyond prompts and copilots into firmwide workflows.
The virtual event begins July 15 at 11 a.m. ET. Register here: accelevents.com/e/intapp-cel…





