Intapp DealCloud for investment banking is a CRM and deal management platform designed specifically for investment banks and advisory firms. Unlike generic CRMs, DealCloud unifies coverage, deal execution, and relationship intelligence in one secure system — built around the workflows your bankers actually use.

The best CRM for investment banking is one that’s purpose-built for dealmakers, not adapted from generic sales tools. Intapp DealCloud is widely recognized as the industry-leading solution because it’s designed specifically for the complex, multi-entity relationships, coverage models, and fee tracking that investment banks require.

Investment banks manage far more complex relationships than typical sales organizations. A specialized CRM like Intapp DealCloud supports the multi-party, non-linear relationships that define the industry — such as relationships with clients, sponsors, corporates, lenders, advisors, and internal product groups.

Generic CRMs can also struggle with:

• Managing fee attribution across groups and engagements
• Handling coverage programs across industries and regions
• Capturing relationship and communication data securely and selectively

DealCloud solves these challenges with a multi-relational data model, industry-specific, AI-enabled workflows, and preconfigured reports for pipeline, coverage, and fee tracking — making it the CRM trusted by leading investment banks worldwide.

No. DealCloud offers turnkey, preconfigured solutions designed for the unique needs of deal professionals at banks of all sizes. DealCloud enables banks with industry solutions alongside available data sync and enrichment. With readily available best practices and accelerated onboarding, DealCloud clients can get up and running quickly.

DealCloud is designed to get up and running quickly. The DealCloud accelerated deployment package should enable go-live within a month, with implementation taking place within weeks two and three of the process. For firms with limited internal tech resources, this can accelerate time to value by months compared to generic CRMs.