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Optimized deals, streamlined workflows, data-driven insights, and stronger client connections for Truist
Inefficient relationship management doesn’t just slow teams down — it can cause them to miss out on high-value opportunities. That’s why Truist’s investment banking teams rely on Intapp DealCloud, a fully configurable deal and relationship platform built to meet their unique needs.
Eliminate fragmented workflows, break down data silos, and gain the visibility needed to accelerate your pipeline and stay ahead of the competition.
DealCloud enables Truist to harness the full potential of its collective network by centralizing firm and market intelligence into a single source of truth. By leveraging Applied AI, DealCloud helps teams navigate complex networks, source optimal opportunities, and close more deals. This strategic approach amplifies Truist’s ability to maintain and develop key relationships, ensuring a competitive edge.
By unifying firmwide intelligence, Truist’s leaders gain real-time visibility into pipelines, deals, and relationships. Advanced analytics and customizable dashboards drive smarter decisions, risk mitigation, and optimized resources.
With improved visibility and AI-driven intelligence, Truist professionals can focus on high-value activities, drive stronger outcomes, and maintain a competitive edge in the market.
Enhance client targeting, improve deal flow, and maximize relationship value by leveraging data-driven insights.
Firms like Truist use automated reporting for new-client intake and project staffing as well as assigning coverage based on bankers’ current and projected workload. Enhance efficiency by using DealCloud’s customized dashboards to monitor deal pipelines and client needs in real time. These dashboards provide instant access to deal statuses, automate reporting, minimize manual entry, and optimize resource allocation.
Utilizing a unified platform to track deal sourcing, progress, and staffing details ensures that all team members have access to the same information — reducing miscommunication and streamlining processes. DealCloud’s relationship intelligence solution lets firms passively capture interactions with key contacts and build firmwide networking ecosystems.
| Features | Intapp DealCloud | Generic CRM |
|---|---|---|
| A comprehensive deal, pipeline, relationship, and knowledge management platform | ||
| A multi-relational solution that addresses all counterparties and external and internal teams involved with engagements | ||
| Best practice blueprints and roadmap designed for all investment banking use cases |
| Features | Intapp DealCloud | Generic CRM |
|---|---|---|
| Comprehensive and configurable reporting with Microsoft plugins (Word, Excel, PowerPoint) | ||
| Millions of contact and company records via Intapp DealCloud with pre-built integrations and third-party data providers | ||
| Relationship intelligence and built-in AI with Intapp Assist (optional add-on) | ||
| Near full replication of web platform functionality within Outlook and mobile app |
Please fill out the form below to book a meeting. We look forward to speaking with you.
David Chernin
Enterprise Account Director
david.chernin@intapp.com
Discover why the Intapp DealCloud deal and relationship management platform is so much more than a CRM.
Ready to see how DealCloud can transform Truist Investments’ dealmaking? Schedule a demo today to discover the future of CRM and deal management in investment banking.
"We knew we had found the right solution when we realized the extent to which DealCloud is purpose-built for the investment banking and private capital marketplaces. We had a very effective implementation experience and receive outstanding service."
"The ease of use and functionality of DealCloud has really driven banker adoption, which in turn has significantly enhanced the quality of information and usefulness of our system."
"[Intapp] has given our team the necessary tools to proactively engage the market. FMI is a relationship-driven business, and this technology allows us to stay on top of those connections to ensure that we’re providing the most value across the full deal lifecycle."
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