Blog
Additional posts
How investment bankers can exceed rising client expectations
-
Industry Principal, Investment Banking
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.
-
Managing Director
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
-
Senior Value Engineer, Business Value Advisory
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
-
Industry Cloud Architect
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
-
Industry Principal, Investment Banking
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