In financial services, confidentiality isn’t just important — it’s everything. Managing information barriers and protecting sensitive client information has traditionally meant navigating complex systems, manual processes, and constant vigilance to prevent unauthorized access to material nonpublic information (MNPI).
For financial services firms, these security challenges can create compliance risks and slow down critical business processes when information barriers aren’t properly managed. The new Intapp Walls security extension closes security gaps by adding automated, scalable information barriers and comprehensive data protection directly into your existing workflow — keeping confidential information within Intapp DealCloud and other data repositories secure without disrupting how teams work.
Automated confidentiality controls that you can trust
Manually configuring information barriers for each deal can create security vulnerabilities and compliance exposure. Intapp Walls introduces intelligent, automated controls that protect confidential information without complex, ongoing administration of permissions.
Here’s how it strengthens your confidentiality framework in, for example, DealCloud:
- Intelligent security mapping: Automatically map DealCloud fields to information barrier policies through an intuitive interface. Whether creating new confidential deals, adjusting security as deal status progresses, or updating access rights in response to changes to internal teams, the system applies appropriate security controls based on the confidentiality requirements you define.
- Dynamic barrier enforcement: When confidential information changes in DealCloud — such as when new team members are added, transaction parameters evolve, or client relationships shift — security barriers adjust automatically in real-time. This ensures continuous protection without manual oversight gaps.
- Seamless compliance management: Create and manage information barriers from within your familiar DealCloud environment. The enterprise-grade Intapp Walls security engine handles complex access controls across DealCloud and other secured applications while your teams focus on higher-value compliance initiatives.
This automated approach doesn’t just reduce administrative burden, it eliminates the security gaps that manual processes create while ensuring confidential information remains protected at all times.
Comprehensive data protection across all touchpoints
Beyond automated barriers, Intapp Walls delivers enterprise-grade data synchronization that maintains confidentiality standards without creating workflow friction or security blind spots.
Secure bidirectional synchronization: Confidential client data, transaction details, and team assignments sync automatically between downstream applications and Intapp Walls through native channels. This ensures all systems maintain accurate, protected information without manual data handling that could create exposure risks.
Consistent confidentiality enforcement: The same security policies established in Intapp Walls automatically extend to DealCloud, and are easily configured to other applications. Whether someone accesses confidential information through DealCloud’s interface or connected systems, identical protection standards apply across every touchpoint.
Compliance-ready automation: The integration automatically ensures regulatory compliance. Your teams can focus on client service while the system manages the complex task of maintaining information barriers and access controls that meet industry standards.
The confidentiality advantage
For financial services firms managing confidential client information, sensitive transactions, or material nonpublic information, this integration delivers measurable security improvements. Automated barrier creation removes human error that can expose sensitive information, while continuous, automated policy enforcement ensures consistent adherence to confidentiality requirements. This reduces security management overhead so compliance teams can focus on strategic risk management.
Built for financial services’ confidentiality standards
Data breaches and compliance failures can lead to regulatory penalties and lasting damage to client relationships. With automated confidentiality controls, Intapp Walls enables firms to safeguard sensitive information without adding administrative burden. Its foundation of secure information management helps financial institutions meet the highest regulatory standards and maintain client confidence.
By integrating Intapp Walls across DealCloud and other critical applications, firms gain a comprehensive confidentiality framework that ensures sensitive data remains protected — automatically, continuously, and at scale.
Ready to strengthen your firm’s information security posture? Learn more about how Intapp Walls provides a secure foundation for growth at intapp.com/walls.