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Managing risk in the deal process

  • Financial services
  • Investment banking
  • + 2 more
Bringing deal risk management into the overall business acceptance process can help financial services firms reduce conflicts exposure.

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Blog Posts

Three ways investment banks can use pipeline management technology for staffing and productivity tracking

  • Financial services
  • Investment banking
  • + 1 more
Purpose-built CRMs like Intapp DealCloud can help your firm improve productivity tracking and maintain transparency in pipeline initiatives.

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Blog Posts

Three Marketing Basics for Investment Banks Looking to Kickstart Dealflow

  • Investment banking
  • Intapp DealCloud

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Webinar

Intapp winter 2020 release overview – Webinar

  • Accounting
  • Capital markets
  • + 5 more
With Intapp winter 2020 release, Intapp is charging towards our goal of delivering seamlessly integrated and complete solutions that unify the client lifecycle. Watch now to learn about the most exciting and relevant new features in the winter 2020 Release, which spans the entire Intapp industry cloud, across all of our solution offerings.

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Press release

Falcon Capital Partners Selects DealCloud for Pipeline and Data Management

  • Investment banking
  • Intapp DealCloud

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Press release

DealCloud’s New Relationship Intelligence Insights Leverage Dealmakers’ Networks to Drive Growth

  • Capital markets
  • Financial services
  • + 3 more
Intapp has expanded the relationship intelligence functionality within its DealCloud solution, helping firms grow business and improve outcomes using the power of professional networks.

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Press release

Jasmin Capital Chooses DealCloud for CRM

  • Investment banking
  • Intapp DealCloud

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Client Story

How Stephens Inc. migrated 10+ years of data into Intapp DealCloud

  • Financial services
  • Investment banking
  • + 1 more
Learn how Stephens Inc. improved its pipeline and relationship management and gave its investment bankers access to unified, real-time data with DealCloud.

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Webinar

Intapp Flow Client Care Program Demo Series

  • Accounting
  • Capital markets
  • + 5 more
To help you better connect with one another and your clients in these uncharted times, Intapp is honored to offer our world-class technology, expertise, service, and support to our community.

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Press release

Greenhill & Co. Selects DealCloud to Drive Firmwide Connectivity and Collaboration

  • Investment banking
  • Intapp DealCloud

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