Investment banking teams spend hours on the work that sits between the inbox and the deal system: researching sponsors before a call, building buyer lists in Excel, and updating records after the fact. In part two of our investment banking series, Intapp experts show how Intapp Celeste moves that work into governed playbooks and agents.
What you’ll learn:
- How a playbook turns a generic request, such as “give me details on this sponsor,” into a consistent pre-meeting brief with relationship history, past meeting content, economic signals, and suggested next steps
- How Celeste builds a buyer list weighted by sector fit, opportunity size, and prior deal flow, checks for duplicates and exclusions, and creates missing records in DealCloud once you approve
- How an assistant monitors Outlook for engagement letters, extracts the details, and updates DealCloud with an audit trail and a reviewer signing off
- How permissions work: assistants act with your access, while agents staffed on a deal team can have their own, configured by admins
- Where Celeste is headed, from assistants to agents to digital coworkers with their own identity and memory
Who should watch:
Investment banking and advisory dealmakers, managing directors, and the operations, data, AI, and technology leaders who support them.
