3 Critical Traits to Look for in Your CRM Implementation Partner
Implementing DealCloud? Learn the 3 traits that ensure DealCloud implementation success for private capital firms.
How Investment Banks are Winning in a Concentrated Deal Environment
Insights from Intapp and Monarch on how investment banks are leveraging technology to improve deal flow, execution speed, and client coverage.
Monarch Marks Strong Q4 With Intapp Partnership Expansion
Monarch closes out a strong Q4 by expanding its Intapp partnership, adding DealCloud reselling and accelerated onboarding to strengthen private capital firms.
The Quiet Shift Happening in 2026: Why More PE Firms Are Turning to Intapp DealCloud Managed Support
Should your PE firm use DealCloud managed support? Learn why outsourced CRM admin and reporting operations are becoming the 2026 standard.
Value Creation Through M&A Knowledge and Data Hubs
Market shifts expose whether a firm’s CRM is a graveyard of contacts or a true knowledge hub. Discover how Activator behaviors and CRM design can turn uncertainty into deal sourcing efficiency and growth.
The Hidden Challenge of SaaS Adoption (And How to Solve It with Pendo)
Discover why SaaS adoption is harder than it looks and how Pendo, paired with expert guidance from Monarch, helps companies unlock more value, improve user engagement, and drive measurable growth.
AI Predictions and Industry Perspectives with Monarch CEO Lee Farabaugh
Monarch CEO Lee Farabaugh joins Bankadelic podcast to share financial services and technology thoughts and trends.
Why Foundations Matter More Than Ever in Financial Services
In a recent CityBiz interview, Monarch President Lee Farabaugh shares her perspective on how financial services firms can navigate market shifts and build lasting operational resilience. She discusses the impact of extended holding periods, the slowdown in M&A activity, and the growing need for repeatable business development strategies. Lee also emphasizes why strong technology alone isn’t […]
Monarch Reports Strong Q1 2025 Momentum, Driven by Strategic Partnerships and Client Growth
~ Provider strengthens partnerships, expands team, builds upon private capital market reach in Q1 ~ FRANKLIN, Tenn., Apr. 22, 2025 – Monarch, a provider of implementation and customer success services for leading financial service CRM and SaaS platforms, today announced a strong Q1 2025, building on two consecutive years of increased revenue, extended client relationships, and team […]
Monarch President Lee Farabaugh Featured in Middle Market Growth— The Generational Wealth Transfer and Its Impact on Tech Investment Strategies
As trillions of dollars begin to shift from Baby Boomers to Millennials and Gen Z, the financial services industry is facing a once-in-a-generation transformation. Monarch’s president and ACG Tennessee member, Lee Farabaugh, explores the impact of this generational wealth transfer in a newly published piece for Middle Market Growth, the official publication of the Association […]