Industry: Financial services

Manual OM extraction isn’t just slow and prone to entry errors — it also siphons valuable resources away from the pursuit of new opportunities and deal closings. Learn how a new OM document ingestion and data extraction service available for Intapp DealCloud can help your CRE firm accelerate dealmaking and improve efficiency.

Join our program and networking lunch to learn about the upcoming DealCloud release and new capabilities. You’ll also get an exclusive preview of major roadmap themes and features planned for 2025, and learn how DealCloud is positioned to serve new industry use cases in the future.

Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.

Learn how platforms like Intapp DealCloud help bankers better understand reciprocity and optimize coverage.

Join us for cocktails and dinner to learn all about the upcoming DealCloud release and new capabilities that will be available to you. You’ll also get an exclusive preview of major roadmap themes and features planned for 2025, and hear how DealCloud is positioned to serve new industry use cases in the future.

Join us for a virtual fireside chat with Nick Samuels and Grayson Nichols, Senior Vice President and Vice President at Moody’s Ratings, for a presentation on their outlook for municipal credit in 2025, to be followed by a Q&A session. With a focus on states, local government, and K-12 school districts, the discussion will cover conditions influencing municipal credit quality.

Vertical SaaS and AI solutions like Intapp DealCloud help M&A teams work more efficiently and deliver a better ROI than generic CRMs.

Meet with our private markets team during IPEM Cannes 2025 to learn how Intapp’s private equity solutions can help your dealmakers strengthen their networks, close more deals, and generate higher returns. Visit us at booth SL06, or fill out the form to schedule a meeting or demo with one of our team members.  

Find out how to improve user adoption of new technology solutions with three key tips based on Intapp client experiences.