Industry: Financial services

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How investment banks grow wallet share with vertical tech

  • Financial services
  • Investment banking
  • + 1 more
Investment banks using vertical tech platforms grow fees and market share — even in volatile markets. Learn how DealCloud drives consistent outperformance.

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Blog Posts

How precise can your coverage be without unified and real-time data?

  • Financial services
  • Investment banking
  • + 1 more
Fragmented systems create blind spots that prevent investment banks from delivering precision coverage. Unified, real-time data is the new baseline — learn why.

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Press release

Omnes Capital selects Intapp DealCloud to unify marketing and investor relations management

  • Capital markets
  • Financial services
  • + 4 more
Omnes Capital, a leading European private equity firm, chooses Intapp DealCloud for AI-powered investor relations management.

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Products

Intapp DealCloud (PPC)

  • Financial services
  • Professional services
  • + 2 more
Drive smarter origination, stronger execution, and faster growth firmwide with AI-driven intelligence embedded in your workflows.

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Press release

Intapp announces Celeste: Agentic AI for professional firms

  • Accounting
  • Capital markets
  • + 21 more
Intapp announces Celeste, an agentic AI platform built for professional workflows and compliance requirements.

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Media coverage

Techstrong.ai – Intapp adds Celeste AI agents to automate tasks for service firms

  • Accounting
  • Capital markets
  • + 11 more
Veteran IT Journalist, Mike Vizard covered the launch of Intapp Celeste –– an agentic AI platform built for professional firms – after attending Intapp Amplify.

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Press release

Intapp and Anthropic collaborate to bring expert AI agents to highly regulated professional firms

  • Capital markets
  • Consulting
  • + 11 more
Intapp and Anthropic announce a collaboration that will accelerate the adoption of expert AI agents in highly regulated professional firms.

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Media coverage

AIM Media House – Intapp partners with Harvey to bring ethical wall enforcement directly into AI platforms

  • Accounting
  • Capital markets
  • + 10 more
AIM Media House covered Intapp and Harvey’s new partnership which brings governed AI to the legal industry.

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Blog Posts

Streamlining confidential information management with Intapp Walls

  • Financial services
  • Intapp Walls
Protect sensitive data with Intapp Walls. Automate information barriers, ensure compliance, and safeguard confidential information across all systems.

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Blog Posts

Start small, scale smart: A beginner’s guide to Intapp DealCloud automations

  • Financial services
  • Investment banking
  • + 1 more
Learn how to build smart automations in Intapp DealCloud to improve data quality, reduce manual work, and streamline your firm’s deal management.

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