Intapp Celeste

The agentic AI platform built for investment banks

Use our purpose-built AI platform to create and deploy specialized agents across firm workflows — with domain expertise in deal lifecycles, engagement workflows, and compliance.

Investment banking use cases:

• Proactive relationship nudges
• Pitch deck and comparables generation
• Enhanced client onboarding
• Accelerated deal execution
• Supported buying sourcing and outreach
• Automated knowledge and credential processing