Schedule a demo
SPEAK WITH AN INDUSTRY EXPERT
Fill out the form and someone will be in touch to schedule a personalized demo.
How Atlantic Street Capital saves 10 hours a week on reporting alone
Featured case studies
All financial services case studies (23 results)
Lionpoint implements CRM to fuel growth
How Atlantic Street Capital saves 10 hours a week on reporting alone
How HCAP Partners manages 100% of its active deals in Intapp DealCloud
How ShoreView Industries manages 150+ active deals a month in Intapp DealCloud
How Haven Capital easily maintains strong relationships with Intapp DealCloud
How Balfour Pacific gives its teams a 360-degree view into every deal and relationship
How The Riverside Company simplifies operations with Intapp DealCloud
How Denning & Company reduces time spent on manual daily activity by 50%
How Axiom Asia increased efficiency across more than 90% of the firm with Intapp DealCloud