• Financial Services
  • Intapp DealCloud

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.  Banks have difficulty with messy data and poorly managed relationships. They lack important connections and ecosystem caretakers. This leads to poor deals and frustrated bankers.  So how exactly can technologists ensure their investment bank is connected efficiently and optimally? We’ll explore three tips for connecting your investment bank’s technology stack. 

Automate Data Entry 

Instead of depending on busy transaction professionals for manual data entry and augmentation, you can automate your data input. Automated data input saves time for bankers, improves firm efficiency, and integrates data into a firm’s technology. It also lets your firm reduce the number of systems required to optimize and leverage its data. 

Users can update one data point in one system. All other platforms and reports will automatically reflect this update. Modern API integrations make this possible. This unifies the data and allows for greater knowledge sharing with appropriate team members. 

Intapp DealCloud syncs data from Outlook to its platform, allowing users to securely transfer information from their email inboxes. You can create records for new deals, contacts, and companies within the firm’s CRM tool from the initial email exchange. DealCloud then syncs and attaches files and metadata from conversations to the newly created records. The software can send updates on deals to your inbox, so everyone has the latest information. 


Firms can also automatically calculate relationship strength data using technology purpose-built for investment bankers. DealCloud’s relationship intelligence layer collects data from Microsoft Exchange to identify connections between individuals. It also establishes a score for that relationship based on the volume, recency, and type of engagement. By automating these types of insights, bankers can spend more time heads-down on deals. 

Connect Your Teams and Microsoft Teams 

Instead of scattering your company’s data across various systems, opt for a specialized solution that benefits all teams. If your sponsor team only uses a platform for themselves, other team members won’t efficiently receive important updates. Without firmwide unity and connectivity, teams become misaligned, and the company suffers overall. 

Use DealCloud to create transparency across your entire firm, specifically designed for capital markets professionals. Storing your data in one system will make your team’s work and the company’s data more efficient. DealCloud allows you to control who can access specific data by using permissions and user groups

Internal chat is one often-overlooked system that firms should integrate into their technology ecosystems. The DealCloud platform gained expanded chat and filesharing capabilities when Intapp acquired Repstor, creator of Microsoft 365-based enterprise content management and team collaboration tools. These capabilities help bankers communicate with one another, share information more seamlessly, and boost productivity. 

Connecting bankers to one another and to institutional knowledge enhances how transaction professionals leverage Microsoft Teams, Microsoft SharePoint, and Microsoft Outlook. This approach also helps firms get the most out of their Microsoft 365 investments. For this reason, technologists are wise to incorporate cross-team collaboration tools in their technology ecosystem decision-making. 

Mitigate Risk 

In addition to providing investment banks with optimal data solutions, technologists must protect data and the firm from breaches in security and compliance. Managing risk across multiple systems is time-consuming and inefficient. Creating a reliable system helps technologists in multiple ways. It allows them to handle security effectively, see the firm’s data more clearly, and safeguard it more effectively

DealCloud’s solution allows technologists to self-audit and identify conflicts of interest in the firm for any transaction. Dealmakers, bankers, and compliance teams often check to make sure the company follows rules and avoids conflicts of interest. 

Want to see how Intapp DealCloud can help your investment bank connect to its technology ecosystems? Schedule a demo.