Intapp and OpenAI deliver a governed DealCloud with Celeste plug-in to financial services

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Decades of deep financial services expertise, now available in ChatGPT

DealCloud with Celeste plug-in for ChatGPT for Financial Services is here — pairing DealCloud’s relationship and deal intelligence with the advanced reasoning of GPT-6 Astra. Your firm’s collective knowledge meets OpenAI’s most capable model. Deal teams can walk into any meeting better informed and better prepared — without leaving ChatGPT.

That's the Intapp + Open AI advantage.

Built for deal teams

Connect what the firm knows about its markets, its relationships, and its pipeline. Source and screen opportunities, track coverage across the firm, manage live processes, and maintain investor and portfolio relationships.

Governed where deal teams already live

Built in the system that investment banks, private capital firms, advisors, and real assets firms already use to run their deal and client relationships, and its rules travel with every answer. The work itself, along with the audit trail, stays in Intapp.

Confidentiality is in our DNA

What’s confidential, stays confidential. Intapp has spent two decades enforcing material non-public information, information barriers, and independence obligations.

Thad Jampol

Frontier models know the world. But they don’t know your firm: who you cover, what you’ve committed to, what your people are and aren’t permitted to see. Intapp built Firm AI to be that intelligence, and we’re proud to partner with OpenAI to bring it into ChatGPT for the world’s leading financial firms. Everything else in this market can be bought. What a firm knows cannot.

Thad Jampol

Co-Founder & Chief Product Officer

Intapp

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ChatGPT for financial services

  • GPT-6 Astra
  • Complex reasoning and problem-solving
  • Document drafting, review, and synthesis
  • Deep research and decision support
  • Data analysis and visualization
Intapp logo

Intapp Celeste

  • Intapp's industry intelligence
  • Data foundations and security
  • Firm, deal, and relationship intelligence
  • Compliance and governance
  • Ethical walls

With Intapp Celeste and ChatGPT for Financial Services, professionals can:

Walk into any meeting carrying the firm’s entire history with that relationship, not just their own.

Find the shortest path to a decision, through the colleagues who already hold the relationship.

Know where every live deal stands and what it needs next, without chasing it down.

Be one of the first to explore the Intapp x Open AI collaboration for Financial Services