Industry: Financial services

Protect your firm’s reputation and build trust among your clients with Intapp Conflicts. Intapp Conflicts provides a centralized location where your professionals can identify, review, resolve, and manage conflicts of interest.

Confidently understand the full picture when taking on new business. Gain visibility into your employees’ real-time investments associated with the business deal, so you can properly assign team members. With Intapp Conflicts, your firm will be better able to mitigate risk.

Accelerate and simplify deal team clearance. View current deal assignments via a centralized search and quickly determine whether your team members are eligible to work on certain projects.

Save time and eliminate the administrative burden of contacting, researching, and setting up an employee's brokerage feed data. With Intapp Employee Compliance, your firm can rest easy knowing that we set up, manage, and maintain the brokerage data feeds. Reduce human error and false positives when validating trade approvals when you receive the brokerage data in a standardized and normalized format.

Simplify the complex process of client interaction with Intapp DealCloud’s Activator hub. DealCloud provides essential tools and guidance for prioritizing outreach, building networks, and understanding client needs.

Intapp DealCloud deal management solutions enables tracking of deal flow and relationships by providing a comprehensive view of every deal as they move through the pipeline towards closing.

Intapp DealCloud’s advanced search function lets your firm search across the entire database in a matter of seconds, saving you time and effort in finding the exact piece of information you need.

Intapp DealCloud's "Work on Behalf of" functionality makes it possible for users to execute on work within the DealCloud platform on behalf of someone else.

Intapp DealCloud’s automations feature is a workflow management tool. It automatically creates and edits data following outcomes or actions performed within the DealCloud platform.

If you’re at a small capital markets firm with fewer than 50 employees, you probably don’t have a big in-house technology team. You probably do have a small, scrappy, busy team that lacks the luxury of time to research and implement the best software to support dealmaking. At the same time, your team — and your firm — can’t accommodate a drawn-out implementation that requires hundreds of customizations needed to tailor a generic system to meet your firm’s needs. So what’s a small firm to do when it’s time to upgrade to an industry-leading, industry-specific customer relationship management (CRM) system? DealCloud, by Intapp – the CRM built with capital markets firms in mind – offers an accelerated onboarding process for small capital markets firms. In less than three weeks, your small firm can get DealCloud up and running — and you can access DealCloud’s ready-made industry blueprint that includes reporting, notification workflows, relationship management tools, and more. Download the guide below to learn more about expedited, ready-to-use, CRM onboarding for your firm.