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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.

  • Investment banking
  • Private capital
  • + 1 more

Teaching AI your firm’s language: How ontologies reduce hallucinations and drive down token consumption

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.

  • Investment banking
  • Private capital
  • + 2 more

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.

  • Investment banking
  • Intapp Celeste
  • + 1 more

Portfolio intelligence is becoming a competitive advantage in sponsor coverage

How unified portfolio intelligence and agentic AI give investment banking coverage teams a mandate advantage in sponsor coverage

  • Investment banking
  • Intapp Celeste
  • + 1 more

In a winner-take-most market, every deal and pitch counts

In a winner-take-most market, every deal and pitch counts. Discover how connected intelligence and AI are redefining deal velocity for investment banks.

  • Investment banking
  • 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.

  • Investment banking
  • Intapp Celeste
  • + 1 more

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

Fragmented systems create blind spots that prevent investment banks from delivering precision coverage. Unified, real-time data is the new baseline — learn why.

  • Financial services
  • Investment banking
  • + 1 more

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

See how firm AI for private capital is reshaping investment banking: Intapp Celeste, Walls for AI, and AI for private equity playbooks in DealCloud.

  • Investment banking
  • Intapp Celeste
  • + 2 more

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.

  • Investment banking
  • 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.

  • Investment banking
  • 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.

  • Financial services
  • Investment banking
  • + 1 more

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.

  • Investment banking
  • Intapp DealCloud