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June 16, 2026

What the AI-readiness gap is costing your investment banking firm – and how you can close it

Investment banking
Intapp Celeste
Intapp DealCloud

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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June 15, 2026

What it means to be a data-driven private capital firm

Private capital
Intapp DealCloud

Being data-driven isn't a philosophy — it's an operational condition. Learn why benchmark data that isn't embedded in your workflow isn't data capital. It's data inventory.

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June 4, 2026

The AI-readiness gap in private capital — and what it’s costing your firm

Private capital
Intapp Celeste
Intapp DealCloud

Only 7% of private capital firms have scaled AI enterprise-wide. Discover what's holding firms back from AI-readiness — and how purpose-built platforms help you scale intelligence across the deal lifecycle.

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June 3, 2026

Portfolio intelligence is becoming a competitive advantage in sponsor coverage

Investment banking
Intapp Celeste
Intapp DealCloud

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

June 3, 2026

Portfolio intelligence is becoming a competitive advantage in sponsor coverage

The previous article in this series examined the forces widening the operating model divide: mandate concentration, intelligence complexity, and the compounding advantage of agentic AI. […]

June 3, 2026

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

The previous article in this series examined how fragmented data is impacting coverage precision. This article explores how modern operating models are redefining deal velocity. […]

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June 3, 2026

Beyond go-live: How to turn your CRM into a growth engine

Jon Brewer

Senior PS DealCloud Growth Director

Go-live is a milestone. It’s not the finish line. Yet for many firms, CRM projects stall right after launch. The system is live, users are […]

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June 2, 2026

Why intelligence is the new advantage in private wealth capital flows

David Daum

Senior Manager, Account Management

Capital flows from private wealth are becoming more dynamic, more competitive, and more complex. In this environment, intelligence — not just data — is emerging […]

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June 2, 2026

How leading firms are building institutional‑grade operating layers

David Daum

Senior Manager, Account Management

The firms gaining an edge in private wealth distribution share one thing in common: Rather than simply adding headcount, they redesigned their operating model before […]

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June 2, 2026

The infrastructure gap slowing private wealth distribution

David Daum

Senior Manager, Account Management

Private wealth teams are scaling faster than the infrastructure supporting them — and the gap is widening. Private wealth is becoming a defining growth engine […]

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May 28, 2026

The strategic risk leader: Building the capabilities that will define the next decade

Maria Volokh

Practice Group Leader, Accounting and Consulting

Ten years from now, the most effective risk leaders in accounting will operate very differently than their current counterparts. The capabilities required to lead risk […]

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May 28, 2026

The full-portfolio view: How risk intelligence creates strategic advantage at scale

Maria Volokh

Practice Group Leader, Accounting and Consulting

Most accounting firms are reasonably good at evaluating individual engagements. They have intake processes, conflict checks, independence protocols, and approval workflows. Partners make judgment calls, […]

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May 28, 2026

Ropes & Gray selects Intapp DealCloud and Celeste to power firmwide growth and bring agentic AI to its lawyers

Ropes & Gray selects Intapp DealCloud and Celeste to power firmwide growth and bring agentic AI to its lawyers Am Law 100 firm deploys DealCloud […]

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May 26, 2026

Arkwright Consulting chooses Intapp DealCloud to centralize relationships and accelerate business development

The Nordic strategy and management consultancy will use Intapp DealCloud to unify pipeline management, strengthen client relationships, and drive firm growth PALO ALTO, Calif. — […]

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May 22, 2026

Leading change that sticks: a practical guide for law firm CRM transformation

Gemma Prescott

Practice Group Leader - DealCloud

CRM change management in law firms has a reputation problem. Not because change is inherently hard, but because the traditional approach has typically failed. The […]

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May 19, 2026

How to make the right CRM choice for accounting and consulting firms

Brandon Eloy

Practice Group Leader, DealCloud

Every evaluation team has been in this meeting. The CRM evaluation is down to two or three options, someone flags that one of them is […]

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May 15, 2026

Charting the path to strategic risk management: A maturity roadmap for accounting firm leaders

Maria Volokh

Practice Group Leader, Accounting and Consulting

Ask most accounting firm leaders whether their firm manages risk well, and most will say yes. Ask them to describe how risk insight influenced their […]

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May 12, 2026

Republic Partners adopts Intapp DealCloud to unify deal management and client relationships

Chicago-based investment bank standardizes M&A origination and execution on purpose-built platform PALO ALTO, Calif. — May 12, 2026 — Intapp (NASDAQ: INTA), the governed AI platform for professional firms in highly […]

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May 6, 2026

Growth, redefined: What governed AI means for accounting and advisory firms

For accounting and advisory firms, the most durable competitive advantage isn’t access to better AI models. It’s the ability to ground AI in the firm’s […]

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April 30, 2026

How leading accounting firms turn risk intelligence into a growth advantage

Maria Volokh

Practice Group Leader, Accounting and Consulting

Speed is a competitive weapon. In professional services, the firm that can make decisions fastest earns the engagement, the relationship, and the premium. The firms […]

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April 24, 2026

5 things private capital firms need to know about AI — and why generic tools won’t cut it

A summary of our April 22 webinar: DealCloud with Celeste — AI purpose-built for private capital The conversation around AI in private capital has shifted. […]

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April 23, 2026

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

Intapp recently hosted a webinar with investment banking professionals to explore how AI is reshaping the industry — from deal origination to compliance. If you […]

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April 16, 2026

From blueprint to reality: Executing CRM modernization without disruption

Olivia Vermaak

Senior Program Director, DealCloud for Legal

You’ve aligned on the blueprint. Leadership agrees on the direction. The firm is ready to move forward. This is the moment optimism can turn into […]

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April 16, 2026

The firms growing faster aren’t necessarily working harder

Brandon Eloy

Practice Group Leader, DealCloud

Most firms already have the relationships they need to grow. The challenge is making those relationships visible and easy to act on – consistently, across the firm. The firms winning […]

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