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Blog

November 26, 2025

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

Investment banking
Intapp DealCloud

Research shows investment banks using vertical-specific technology like DealCloud consistently increased wallet share and outperformed peers.

November 13, 2025

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

Financial services
Investment banking
Intapp DealCloud

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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September 22, 2025

The essential CRM features driving success in investment banking

Investment banking
Intapp DealCloud

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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June 4, 2025

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

Investment banking
Intapp DealCloud

Brian Bissonette

Industry Principal, Investment Banking

Learn how the Intapp DealCloud CRM for private capital advisory helps advisors win more deals, minimize manual work, and outpace the competition.

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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

General Manager, Compliance Solutions

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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July 20, 2023

ALIVE Ventures selects DealCloud to enhance deal execution

ALIVE Ventures selects DealCloud to enhance deal execution and relationship management Acumen LatAm Impact Ventures (ALIVE), a Bogotá, Colombia–based investment advisory firm, has selected DealCloud […]

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July 18, 2023

Network Corporate Finance selects DealCloud as its internal technology system

Network Corporate Finance, a Düsseldorf, Germany–based investment banking firm, has selected DealCloud as its internal technology system. The firm will leverage DealCloud’s technology for deal […]

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June 29, 2023

Trill Impact selects DealCloud to manage sourcing and origination efforts

Trill Impact, a Stockholm-based impact investing firm, has selected DealCloud to enhance and streamline sourcing and origination efforts, relationship management, staffing, and investor relations. “As […]

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June 2, 2023

Arctic Securities selects DealCloud as its purpose-built technology

Arctic Securities, a leading independent Norwegian investment bank specializing in corporate finance transactions and advisory services, securities sales, and trading, as well as equity and […]

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May 25, 2023

5 investment banking trends intermediaries should know for 2023

Investment bankers (IBs) need to know what other institutional financiers are doing. However, most industry publications only cover macro, obvious investment banking trends and developments […]

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May 25, 2023

The importance of connecting your investment bank’s technology stack

Investment banks use their own developers and technologists to connect their data and systems. They also use technology to enhance communication between bankers and dealmakers. […]

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April 19, 2023

Acacia Group selects DealCloud to support relationship, deal, and data management

Acacia Group, an independent sponsor in the digital transformation sector, has selected DealCloud to support strategy development, relationship management, deal origination, and execution. “At […]

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March 21, 2023

Fulfilling the promise of CRM

Transcript: The promise of CRM has always been that no matter who you are at your company, you can have a very full 360-degree view […]

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