Industry: Financial services

Video

Introduction to Intapp DealCloud accelerated deployment

  • Financial services
  • Intapp DealCloud
Amanda Workman, Intapp DealCloud Industry Cloud Architect, provides an overview of the accelerated deployment package, best practices, and tips for getting started.

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Conference

Meet us at IPEM Paris 2024

  • Capital markets
  • Financial services
  • + 4 more
Meet with our private markets team during IPEM Paris 2024, and learn how Intapp’s private equity solutions can support your dealmakers in their day-to-day work. Visit us at booth K105 or fill out the following form to schedule a meeting with one of our team members.

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Blog Posts

5 ways modern business compliance software protects your firm

  • Financial services
  • Intapp Employee Compliance
Using outdated software to manage employee compliance can result in costly mistakes. Discover five ways modern business compliance software prevents them.

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Webinar

Navigating compliance challenges: Leveraging Intapp Walls to address oversharing with Microsoft Copilot

  • Accounting
  • Consulting
  • + 2 more
With the introduction of Microsoft Copilot, firms are starting to apply generative AI to their daily work — but data security remains a concern for many. How can your firm confidently deploy Copilot while preventing oversharing and maintaining client trust? Watch this on-demand webinar to find out. You’ll learn how: Intapp’s partnership with Microsoft can help your firm address these concerns Your firm can use Intapp Walls with Copilot to prevent oversharing Copilot helps your professionals save time on key tasks Intapp Walls complements Microsoft Purview

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Navigating compliance challenges: Leveraging Intapp Walls to address oversharing with Microsoft Copilot

  • Accounting
  • Consulting
  • + 2 more
Join us for our webinar “Navigating compliance challenges: Leveraging Intapp’s Walls to address oversharing with Microsoft Copilot.” We’ll explore how Intapp Walls for Copilot can help your firm prevent oversharing of sensitive data.

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Blog Posts

How financial services firms improve pipeline management with Intapp DealCloud  

  • Financial services
  • Intapp Assist
  • + 1 more
Read highlights from this Private Equity Wire interview to learn how private capital firms use Intapp DealCloud to improve pipeline management and drive growth.

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Blog Posts

Intapp Employee Compliance product updates  

  • Financial services
  • Professional services
  • + 1 more
Intapp Employee Compliance updates, offer new capabilities and user experience enhancements.

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Press release

Intapp partners with Bite Investments to enhance investor management

  • Financial services
  • Investment banking
  • + 1 more
The new partnership between Intapp and Bite Investments provides native access to asset and investment management capabilities.

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Blog Posts

How AI data summarization helps your team work faster and smarter 

  • Financial services
  • Professional services
  • + 2 more
Research reveals that 76% of professionals at partner-led firms are interested in using AI data summarization. Learn how Intapp Assist for DealCloud’s deal summaries, meeting summaries, and other detail page summaries provide critical AI-driven insights.  

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Blog Posts

From AI to integrations: 3 new DealCloud product innovations to boost performance and results

  • Financial services
  • Professional services
  • + 2 more
Intapp DealCloud recently released a suite of new product innovations designed to support professionals at partner-led firms like yours. From AI and automation to zero-entry capabilities, your firm can leverage all DealCloud has to offer to improve efficiency and enhance collaboration.

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