Industry: Investment banking

Stay a step ahead with AI, insights, automation, and a UX tailored for your investment bank. Read the infographic to learn about the Intapp DealCloud advantage.

The investment banking blueprint includes built-in reporting capabilities, user workflows, and a strategic site structure — all industry-tailored based on years of use case experience.

Intapp DealCloud gives us a great understanding of our clients, prospects and where we need to spend our time.

All historical deal data is in Intapp DealCloud. Our bankers can access the information they need and apply those learnings to future deals.

We evaluated a number of CRM and deal flow management platforms, and it was clear to us that the capabilities and flexibility of DealCloud made it the best technology solution for our firm.

DealCloud has become an integral part of our business. … From the moment that we started working with DealCloud, the platform and its team have continually and consistently adapted to our needs, rising to meet all challenges we presented them with.

Read how the Intapp Conflicts and Intapp DealCloud integration improves deal team productivity by reducing the work needed to initiate a conflicts check by 50%.

Learn why you should replace your legacy CRM system with an AI-powered investment banking CRM, and what features to look for when evaluating your options.

The new partnership between Intapp and Bite Investments provides native access to asset and investment management capabilities.