Expedite lateral hire onboarding and risk assessment, significantly reducing administrative overhead and accelerating business development. Streamline your processes with a secure digital workflow that eliminates manual data entry. Efficiently collect candidate information through customizable external questionnaires. Then, automatically distribute this data for rapid conflicts review and proactive marketing initiatives, ensuring quicker integration and a faster path to business impact.
Intapp Intake
Expedite lateral hire onboarding
Accelerate lateral hire onboarding and expand your business
Secure data collection
Provide a unique, external login environment for the candidate to enter their data.
Onboarding process automation
Integrate the external information into firm systems for processing and review.
Configurable questionnaires
Build dynamic forms to efficiently and accurately capture data.
Risk and AML scoring
Define risk-based criteria to automatically score and apply approval and escalation routing.
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