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Blog

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, 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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November 28, 2022

7 types of meetings that private equity firms and investment banks can streamline or eliminate with technology

Ben Harrison

President, Industries

The phrase “This could have been an email” perfectly sums up how most professionals feel about ineffective, time-insensitive meetings. Frustrated about wasting their time with […]

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November 15, 2022

GP Bullhound selects DealCloud to drive firmwide connectivity and collaboration

GP Bullhound, a global independent technology advisory and investment firm, has selected DealCloud as its CRM and deal management system. Implementing DealCloud will create a […]

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November 7, 2022

How dealmakers at an investment banking firm are winning new business and preserving existing revenue

Ben Harrison

President, Industries

This article was originally published by the South Florida Business Journal. To read the original, click here. We all know that if there are fewer […]

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