Relationship intelligence – Capital Markets – ACG DealCrawl

Give your firm the advantage of relationship intelligence

Relationship intelligence

Turn your metrics into informed business decisions

Learn more about relationship intelligence

Relationship Management

Grow your business with intelligent relationship management

Learn more about Intapp DealCloud

Seamlessly and automatically capture relationship data

In today’s digital world, the sheer volume of connections available is vast and nearly impossible to leverage without technological assistance. That’s why more and more firms are seeking relationship management software built specifically with the complex web of financial services connections in mind. 

White paper

The ultimate guide to capital markets relationship management

Relationships are the backbone of many industries, but none more so than in financial services. Few sectors demand and reward the intentional and authentic cultivation of relationships as much as finance does. Relationships remain key for sourcing better deals for your firm and building a respected reputation across the industry.

Deliver actionable client intelligence with next-gen dashboards

At their best, dashboards should surface meaningful, fact-based insights that empower COOs and managing partners to make decisions that are informed by rigorous metrics and real-world insights. In practice, however, traditional dashboards often fail on their promise to transform firm knowledge into actionable client intelligence.