Product: Intapp DealCloud

More than a CRM, DealCloud is a purpose-built platform for the collective intelligence of your people and processes — a single source of truth to manage relationships, track and forecast pipeline, and streamline execution.

Grant Thornton is one of the world’s leading organisations of independent assurance, tax and advisory firms.

MNP is a leading national accounting, tax and business consulting firm in Canada.

Forvis Mazars provides audit, assurance, tax, advisory and consulting services globally with a dedication to delivering an unmatched client experience to help you prepare for what’s next.

Rider Levett Bucknall (RLB) are a global independent construction, property and management consultancy providing a full range of services to maximise value in all areas of the built environment.

Plante & Moran is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting, and wealth management services. Plante & Moran has a staff of more than 1,600 professionals in 21 offices throughout Michigan, Ohio, and Illinois with international offices in Shanghai, China; Monterrey, Mexico; and Mumbai, India. Plante & Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work.

Learn about pros and cons of the RFP process, and best practices for running an RFP for a financial services CRM.

Domos FS specializes in providing a comprehensive suite of financial services applications tailored for alternative investment funds, including private equity and real estate. Their expertise in transforming data management into strategic analytical tools positions them as a valuable partner in the capital markets sector. By collaborating with Intapp, Domos aims to enhance their partnership through a Platform Agreement, which will facilitate co-selling opportunities and drive significant sales growth in 2024. Together, we can leverage our combined strengths to deliver innovative solutions that meet the evolving needs of the investment industry.