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April 23, 2026

5 things we learned about AI’s expanding role in investment banking

Investment banking
Intapp Celeste
Intapp DealCloud

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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March 19, 2026

How precise can your coverage be without unified and real-time data?

Financial services
Investment banking
Intapp DealCloud

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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March 13, 2026

Reshaping investment banking in the age of AI: 3 key takeaways from Amplify 2026

Investment banking
Intapp Celeste
Intapp DealCloud
Intapp Walls

Brian Bissonette

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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February 4, 2026

How investment banks are winning in a concentrated deal environment

Investment banking
Intapp DealCloud

A recent webinar hosted by Intapp in partnership with Monarch examined the growing role of technology in investment banking.

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February 25, 2026

Techstrong.ai – Intapp adds Celeste AI agents to automate tasks for service firms

Veteran IT Journalist, Mike Vizard covered the launch of Intapp Celeste – an agentic AI platform built for professional firms – after attending Intapp Amplify. […]

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February 24, 2026

Intapp and Anthropic collaborate to bring expert AI agents to highly regulated professional firms

Thad Jampol

Co-Founder and Chief Product Officer

Intapp will build industry-specific agents powered by Claude and grounded in proprietary data, specialized workflows, and professional compliance standards PALO ALTO, Calif. — February 24, 2026 — Intapp (NASDAQ: […]

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February 23, 2026

AIM Media House – Intapp partners with Harvey to bring ethical wall enforcement directly into AI platforms

John Hall

Chairman and Chief Executive Officer

AIM Media House covered Intapp and Harvey’s new partnership which brings governed AI to the legal industry. AIM Media House – February 23, 2026 Intapp […]

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February 4, 2026

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 transforming the investment banking sector, with a particular […]

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November 26, 2025

Five-year study uncovers remarkably consistent wallet-share gains among investment banks investing in vertical-specific technology

Brian Bissonette

Industry Principal, Investment Banking
Raphael Sacks

Senior Value Engineer, Business Value Advisory

Trusted by more than 1,700 financial services institutions, Intapp has a broad view into how leading investment banks (IBs) are leveraging technology to stay competitive regardless […]

November 13, 2025

Start small, scale smart: A beginner’s guide to Intapp DealCloud automations

Intapp DealCloud’s automations feature makes deal flow and data management simple. With outcome- or action-based triggers, the automations feature is built to reduce administrative burden […]

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September 22, 2025

The essential CRM features driving success in investment banking

In investment banking, client relationships and deal pipelines move fast. Success hinges on capturing intelligence, reducing compliance risk, and making sure every banker has access […]

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June 4, 2025

Slow fundraising, increasing competition, and siloed data: Solving for today’s private capital advisory challenges

Brian Bissonette

Industry Principal, Investment Banking

Building a thriving private capital advisory practice has become more challenging than ever. Meeting GP and LP expectations is tricky, with advisors often finding themselves […]

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June 3, 2025

Make your Intapp DealCloud rollout a success: Real user adoption tips from a global investment firm

User adoption is one of the most difficult — yet most important — elements of a successful new technology rollout. Unfortunately, many firms make the […]

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May 1, 2025

How Intapp DealCloud helps investment bankers deliver targeted client solutions

Clients expect more than execution — they expect insight, creativity, and a deep understanding of their goals. Investment bankers need more than just spreadsheets and […]

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April 10, 2025

How Stout makes conferences count

As firms continue to prioritize in-person meetings and connections, attending conferences is a natural extension of that priority. Industry conferences are a great way to […]

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January 8, 2025

Enhancing client value with Intapp DealCloud: The future of investment banking technology

Emanuel Mesa

Industry Architect

In today’s fast-paced investment banking landscape, the ability to deliver personalized service and value to clients while managing complex relationships has never been more critical. […]

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January 5, 2025

How investment bankers can exceed rising client expectations

Brian Bissonette

Industry Principal, Investment Banking

In the investment banking industry, client expectations are higher than ever, and bankers are struggling to keep up. While deal activity is strong, the traditional […]

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December 10, 2024

Increase corporate banking market share and improve intra-CIB collaboration

Brian Bissonette

Industry Principal, Investment Banking

Corporate banking, sometimes referred to as wholesale banking, occupies a large but often poorly understood corner of the financial services industry. Corporate banking — which […]

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October 1, 2024

Banking Risk & Regulation – Feeling conflicted on deals? Your bank is not alone

Nigel Riley, GM of Compliance Solutions at Intapp, published an OpEd in Banking Risk & Regulation, an arm of the Financial Times. His article covered […]

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June 20, 2024

Improve investment bank deal team productivity with the new Intapp Conflicts and Intapp DealCloud CRM integration

Your deal team needs to focus on one thing: closing deals. However, the average professional spends 10% of their time — or four hours per week […]

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June 5, 2024

Key features your firm needs in an investment banking CRM

Brian Bissonette

Industry Principal, Investment Banking

What software does your investment banking firm use for deal and relationship management? If it’s Microsoft Excel or a traditional CRM system, it may be […]

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June 4, 2024

Intapp partners with Bite Investments to enhance investor management

Direct access to Bite Stream’s consolidated fundraising and investor data creates an integrated investor portal in Intapp DealCloud PALO ALTO, Calif., June 4, 2024 — […]

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May 16, 2024

Intapp announces additions to Industry Solutions team

Industry executives bring expertise and insight to product roadmap and go-to-market strategies Intapp announces the addition of three key members of its Industry Solutions team: […]

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July 20, 2023

Briarcliffe Credit Partners: Unleashing the power of data centralization for placement agents

In the fast-paced, hyper-competitive environment of capital fundraising, placement agent firms need access to reliable, actionable data to help them manage complex relationships, reporting, and deals throughout […]

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