Featured case studies

FSN Capital leverages DealCloud

FSN Capital leverages DealCloud

  • Financial services
  • Private capital
How Atlantic Street Capital saves 10 hours a week on reporting alone

How Atlantic Street Capital saves 10 hours a week on reporting alone

  • Financial services
  • Investment banking

All financial services case studies (24 results)

FSN Capital leverages DealCloud

  • Financial services
  • Private capital
  • Intapp DealCloud

UCIM improves data management and compliance with Intapp

  • Financial services
  • Intapp DealCloud
  • Intapp Employee Compliance

Lionpoint implements CRM to fuel growth

  • Financial services
  • Intapp DealCloud

How Atlantic Street Capital saves 10 hours a week on reporting alone

  • Financial services
  • Investment banking
  • Intapp DealCloud

How HCAP Partners manages 100% of its active deals in Intapp DealCloud

  • Financial services
  • Intapp DealCloud

How ShoreView Industries manages 150+ active deals a month in Intapp DealCloud

  • Financial services
  • Investment banking
  • Intapp DealCloud

How Haven Capital easily maintains strong relationships with Intapp DealCloud

  • Financial services
  • Intapp DealCloud

How Balfour Pacific gives its teams a 360-degree view into every deal and relationship

  • Financial services
  • Intapp DealCloud

How The Riverside Company simplifies operations with Intapp DealCloud

  • Financial services
  • Private capital
  • Intapp DealCloud

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