Transcript Document
® Gaining Competitive Advantage: Next-Level Business Development Neal Goldman Founder & CEO Relationship Science Evan Bruno Senior Account Executive Agenda 1. Introduction 2. Opportunities 3. Maximizing competitiveness 2 Relationship Science We help organizations to make smarter business decisions by leveraging an underutilized asset: their relationship capital with influential decision makers. 3 Who’s Behind Us? We are backed by a group of well-known and highly respected individuals and institutions who range across the corporate and financial service sectors. Select investors include: Henry Kravis Ken Langone C.V. Starr Hearst Ventures MacAndrews & Forbes Jacob Rothschild Ron Burkle Joseph Perella Lawrence Summers John Catsimatidis Salesforce.com Andrew Tisch Stanley Druckenmiller Mark Gerson Michael Krasny Harvey Golub Terry Semel Alan Batkin W.R. “Witt” Stephens, Jr. Alan Hassenfeld Bob Pittman David Komansky 5 Who We Work With • Wachtell, Lipton, Rosen & Katz • Friedman Kaplan Seiler & Adalman • Kobre & Kim • Trachtenberg Rodes & Friedberg • Other AM Law 100 Firms 6 Technology is disrupting industry and how leaders are maximizing this opportunity “Beyond the benefits to their practices, lawyers who understand and adopt best practices for their use of technology will give much better advice to their clients on managing technology-driven risk in the clients’ businesses. As a result, both attorneys and their clients will be better able to reap the benefits of technology as a driver of business innovation.” -Jonathan I. Ezor – American Bar 7 There are multiple channels to deploy technology enhancements 8 To improve productivity: “Truly successful law firms will be those that can combine an ability to respond to a changing market with scale. Agility means moving to the “cloud” to take advantage of its scale and technology.” - Mitchell Kowalski, Avoiding extinction: Re-imagining Legal Services for the 21st Century 9 Harry Alba, Director of Marketing & Sales, American Law Institute on how law firms are embracing tools today 10 Ron Friedman, Consultant at Fireman and Company 11 To embrace enterprise mobility: “43% of law firms use tablets and 92% of these tablets are not supported by the firm itself but are wholly managed by firm employees.” -The American Lawyer Legal Survey 12 To stay competitive: "If I were a newly minted partner or just in my 40s, I might be paying close attention to [technology] alternatives and taking action." -Ron Freidman, - Lawyer, consultant Freidman & Company 13 Anna Stevens, Author of "Turn Your Dreams And Wants Into Achievable SMART Goals!” believes it’s all about “H2H” 14 Guy Alvarez, Title says Seyfarth Shaw is maximizing social technology 15 Who Are We • A technology solutions company • Brought to you by the team behind Capital IQ • Team of more than 550 dedicated professionals • Headquartered in New York City • Software and a service 16 How We Can Use People Data • Leverage & update CRM content • Prepare for meetings and events • Respond to RFPs and prepare pitch books • Find untapped referrals: Who can Kristin refer to us • Stay on top of people movements • Capitalize on our alumni networks • Better understand our competitive landscape 17 Understanding the Network of a Law Firm • Individual Rolodexes that are siloed • Client relationships • Lawyers • Personal • Professional • Industry Experts 18 Partner 19 The Firm 20 Demo RelSci.com 21 Q&A 22