• Financial Services

    Simplifying the complexities
    of financial services

Complex regulations, the risk of personal liability, and escalating client demands are changing the way financial services firms manage relationships throughout the engagement lifecycle. We help address these intricate compliance challenges while providing solutions for today’s increasingly competitive environment.

Deal management and clearance for investment banks

Clearing conflicts for M&A, capital markets, trusts, and restructuring can create complex compliance challenges. Checking for conflicts of interest against data sources, standard AML and KYC checks, and re-running checks as deal-team members are added or subtracted can overwhelm your staff and lead to compliance fines and failures.

For firms tasked with managing and mitigating legal and regulatory risk, Intapp helps you close deals more quickly, maintain accurate data throughout the deal lifecycle, provide the means for a defensible audit, and create more efficient processes.

Outcomes: Deliver Services Efficiently, Maximize Realization, Manage Risk and Compliance

Products: Intake, Conflicts, Terms

Risk management operations for trust and corporate services

With our roots in meeting the complex and demanding compliance needs of almost every major global law firm, we’ve addressed the requirements of trust and corporate services firms—both on-shore and off-shore—for over a decade.

Intapp helps trusts and corporate services firms meet the revenue and risk challenges of client confidentiality and on-boarding, including AML processes, term management for complex contracts, tracking billable activity, and automating firm-specific regulatory and process workflows, from cash management to yacht management.

Outcomes: Manage Risk and Compliance

Products: Intake, Conflicts, Terms, Walls, Flow

Resources for Financial Services providers

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