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.

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

Read about five of the top advantages AI can bring to professionals at partner-led firms.

Intapp Employee Compliance updates, offer new capabilities and user experience enhancements.

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.  

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.

Your firm’s success hinges on the strength of its relationships. However, most teams don’t have the time or tools to manage their relationships effectively. Learn how relationship signals simplify professional relationship management by centralizing AI-driven intelligence within Intapp DealCloud.

Intapp added three key members to its Industry Solutions team: Tom Koehler, Rudy Saad, and Laura Saklad. Led by President of Industries Ben Harrison, the Industry Solutions team embodies Intapp’s commitment to applying an intimate understanding of the unique needs of its client industries to the development of its vertical AI solutions.

Download our e-book for best practices and exclusive access to a 5-step framework for deciding whether you should build or buy your conflicts solution.

Intapp has invested in AI capabilities for many years, empowering firms like yours to grow, evolve, and succeed in the long term. Learn more about our cloud-based, AI-powered risk and compliance products, as well as recent and upcoming AI enhancements in the cloud. This session covers: Key enhancements added to Intapp risk and compliance products in the past year A review of current and upcoming AI capabilities Recommendations and available resources for your journey to the cloud