Blog
Additional posts
The cost of innovation
AI has shifted the build vs buy equation. The initial build is only part of the cost. Ongoing model updates, maintenance, and engineering effort turn internal tools into continuous R&D, not one-time projects.
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Investment banking
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Private capital
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Teaching AI your firm’s language: How ontologies reduce hallucinations and drive down token consumption
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Director, AI and Data
Without a firm-specific ontology, AI guesses at your data — and gets it wrong. Learn how private capital firms and investment banks reduce hallucinations and cut token costs with Intapp DealCloud.
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Investment banking
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Private capital
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What the AI-readiness gap is costing your investment banking firm – and how you can close it
63% of institutions lack AI governance frameworks. Find out what the AI-readiness gap is costing investment banks — and how purpose-built platforms help firms close it and drive better deal outcomes.
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Investment banking
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Intapp Celeste
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Portfolio intelligence is becoming a competitive advantage in sponsor coverage
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Industry Principal, Investment Banking
How unified portfolio intelligence and agentic AI give investment banking coverage teams a mandate advantage in sponsor coverage
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Investment banking
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Intapp Celeste
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In a winner-take-most market, every deal and pitch counts
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Industry Principal, Investment Banking
In a winner-take-most market, every deal and pitch counts. Discover how connected intelligence and AI are redefining deal velocity for investment banks.
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Investment banking
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Intapp DealCloud
5 things we learned about AI’s expanding role in investment banking
What investment banks saying about AI? From shadow AI to Firm AI, here are five takeaways shaping the future of the industry.
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Investment banking
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Intapp Celeste
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How precise can your coverage be without unified and real-time data?
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Industry Principal, Investment Banking
Fragmented systems create blind spots that prevent investment banks from delivering precision coverage. Unified, real-time data is the new baseline — learn why.
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Financial services
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Investment banking
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Reshaping investment banking in the age of AI: 3 key takeaways from Amplify 2026
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Industry Principal, Investment Banking
See how firm AI for private capital is reshaping investment banking: Intapp Celeste, Walls for AI, and AI for private equity playbooks in DealCloud.
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Investment banking
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Intapp Celeste
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How investment banks are winning in a concentrated deal environment
A recent webinar hosted by Intapp in partnership with Monarch examined the growing role of technology in investment banking.
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Investment banking
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Intapp DealCloud
Five-year study uncovers remarkably consistent wallet-share gains among investment banks investing in vertical-specific technology
Research shows investment banks using vertical-specific technology like DealCloud consistently increased wallet share and outperformed peers.
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Investment banking
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Intapp DealCloud
Start small, scale smart: A beginner’s guide to Intapp DealCloud automations
Learn how to build smart automations in Intapp DealCloud to improve data quality, reduce manual work, and streamline your firm’s deal management.
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Financial services
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Investment banking
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The essential CRM features driving success in investment banking
Discover the essential CRM features for investment banking—from compliance and deal pipeline management to relationship intelligence. Learn how Intapp DealCloud helps firms close deals faster and strengthen client trust.
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Investment banking
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Intapp DealCloud