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Improve investment bank deal team productivity with the new Intapp Conflicts and Intapp DealCloud CRM integration 

Read how the Intapp Conflicts and Intapp DealCloud integration improves deal team productivity by reducing the work needed to initiate a conflicts check by 50%.

  • Investment banking
  • Intapp Conflicts
  • + 1 more

5 ways generative AI can help your professionals work more effectively 

This article looks at five of the most significant advantages professional services firms achieve from generative AI.

  • Professional services
  • Intapp Assist
  • + 1 more

Save time and make fast, informed decisions with automated transcripts, AI-generated summaries, and narrative generation 

Intapp DealCloud and Intapp Assist for DealCloud provide meeting details, transcripts, and AI-driven summaries and insights — all in one place. Your professionals can save time, stay up to date, and make fast, informed decisions that benefit your firm and clients.

  • Intapp Assist
  • Intapp DealCloud

How financial services firms improve pipeline management with Intapp DealCloud  

Read highlights from this Private Equity Wire interview to learn how private capital firms use Intapp DealCloud to improve pipeline management and drive growth.

  • Financial services
  • Intapp Assist
  • + 1 more

Key features your firm needs in an investment banking CRM 

Learn why you should replace your legacy CRM system with an AI-powered investment banking CRM, and what features to look for when evaluating your options.

  • Investment banking
  • Intapp Assist
  • + 1 more

How AI data summarization helps your team work faster and smarter 

Research reveals that 76% of professionals at partner-led firms are interested in using AI data summarization. Learn how Intapp Assist for DealCloud’s deal summaries, meeting summaries, and other detail page summaries provide critical AI-driven insights.

  • Financial services
  • Professional services
  • + 2 more

From AI to integrations: 3 new DealCloud product innovations to boost performance and results

Intapp DealCloud recently released a suite of new product innovations designed to support professionals at partner-led firms like yours. From AI and automation to zero-entry capabilities, your firm can leverage all DealCloud has to offer to improve efficiency and enhance collaboration.

  • Financial services
  • Professional services
  • + 2 more

How tailored relationship intelligence simplifies professional relationship management

Your firm’s success hinges on the strength of its relationships. However, most teams don’t have the time or tools to manage their relationships effectively. Learn how relationship signals simplify professional relationship management by centralizing AI-driven intelligence within Intapp DealCloud.

  • Professional services
  • Intapp Assist
  • + 1 more

3 ways a real estate CRM gives investors a competitive edge

New opportunities are expected to emerge for investors later this year, and competition will be fierce. Securing a first-mover advantage requires a real estate CRM platform built for investors. Learn about three ways these platforms help investors source and win the most profitable deals.

  • Real assets
  • Intapp Assist
  • + 1 more

Corporate development teams require specialized deal management software

Competition is high for corporate acquirers, but with the right deal management software, corporate development teams can better showcase their value. Read this blog to learn which key features and functions your transaction and business development professionals need to thrive in today’s competitive environment.

  • Corporate development
  • Intapp DealCloud

Work smarter with the power of generative AI

Intapp Assist for DealCloud, a set of generative AI capabilities that helps engagement and matter teams save time and develop business opportunities, is now available. Intapp Assist helps teams act on relationship insights and generate summaries, emails, and other written content.

  • Intapp Assist
  • Intapp DealCloud

2024 M&A trends: Why managing client relationships in accounting is more critical than ever

Read about 2024 M&A trends and learn why even the best CRM software for accounting firms won’t be enough to grow business. Discover how Intapp DealCloud can improve sales deal velocity at accounting firms, and why it’s the ideal platform for managing client relationships in accounting.

  • Accounting
  • Intapp DealCloud