Blog

Filter by
Sort by

Additional posts

How investment bankers can exceed rising client expectations

Client expectations are rising. Discover how the market is evolving in response to this shift and how investment bankers can exceed client requirements.

  • Investment banking
  • Intapp DealCloud

Looking for true client intelligence? Consider retiring your generic CRM.

Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.

  • Financial services
  • Professional services
  • + 2 more

Understanding reciprocity and optimizing coverage in private capital markets 

Learn how platforms like Intapp DealCloud help bankers better understand reciprocity and optimize coverage.

  • Financial services
  • Private capital
  • + 2 more

4 tips to prepare your firm for Intapp DealCloud product releases 

Discover 4 essential tips for preparing your teams for Intapp DealCloud’s quarterly product releases. Learn how to stay up to date, effectively communicate changes, and collaborate with the Client Success Team to ensure smooth adoption and enhance user experience with new features.

  • Intapp DealCloud

How corporate development teams can tighten workflows with deal management software

Since implementing Intapp DealCloud, Progress Software has been able to better connect its clients and internal teams. Learn how your firm can do the same.

  • Corporate development
  • Intapp Assist
  • + 1 more

4 steps to optimize your corporate development pipeline

Learn how your corporate development team can use Intapp DealCloud to enhance workflows, make data-driven decisions, focus on high-value activities, and optimize the pipeline.

  • Corporate development
  • Intapp Assist
  • + 1 more

Support your accounting firm’s M&A journey with a centralized, scalable DMS  

With Intapp Collaboration, accounting firm AAB is able to onboard new acquisitions quicker, drive more cross-collaboration, and better manage documents and workflows.

  • Accounting
  • Intapp Collaboration
  • + 1 more

Help M&A teams boost efficiency and profitability with industry-specific AI

Vertical SaaS and AI solutions like Intapp DealCloud help M&A teams work more efficiently and deliver a better ROI than generic CRMs.

  • Financial services
  • Professional services
  • + 2 more

Increase corporate banking market share and improve intra-CIB collaboration 

Increase corporate banking market share and improve CIB collaboration with Intapp DealCloud, designed to streamline deal execution and optimize client data visibility

  • Investment banking
  • Intapp DealCloud

How to securely use Microsoft Copilot at your law firm

Learn how professional services firms can safely use Microsoft Copilot by applying Intapp Walls to enforce strict permissions, prevent unauthorized access, and protect client data.

  • Legal
  • Intapp Walls

3 reasons you should enroll in Intapp University 

Discover how Intapp University can help your firm maximize its technology investment with easy onboarding, recognized certifications, and optimized product usage for success.

3 ways to increase user adoption: Tips from Intapp client success stories

Find out how to improve user adoption of new technology solutions with three key tips based on Intapp client experiences.

  • Financial services