• Resources

    Practical insights for professional
    services firms

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Financial Services
Video

DealCloud and SourceScrub: Deal origination hacks for capital markets professionals

DealCloud’s Emanuel Mesa (Solutions Engineer) shares a high-level overview of DealCloud’s SourceScrub integratoin and shows us how to better organize and automate your deal origination pipeline through the platform.

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Financial Services
Video

DealCloud and FactSet: Fueling efficiency by automating data entry

Whether you work in a private equity, investment banking, asset management, or another capital markets firm, there is an irrefutable reliance on data that is growing with every day, month, and year that goes by. By integrating FactSet’s data into DealCloud DataCortex, capital markets...

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Financial Services
Video

DealCloud and PrivCo: Unleashing the power of private company data at your firm

Build more robust third-party data reporting without leaving your pipeline management solution. By unlocking the PrivCo integration within the DealCloud DataCortex, you can now access key analytics and dive deeper into your data within your usual workflow. In this video, we’ll show you...

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Financial Services
Video

DealCloud and S&P Global Market Intelligence: Unifying your data to build better workflows

Leverage S&P Global Market Intelligence’s robust data on private and public companies, newsworthy developments, key professionals, industry metrics, and more directly from your DealCloud dashboards through the DataCortex solution. Watch the demo to learn how to populate company and...

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Financial Services
Video

DealCloud and PitchBook: Access enhanced analytics directly in your pipeline

Capital markets professionals looking to enhance their current research and insights offerings can augment and support proprietary data directly within their DealCloud pipeline through the use of the PitchBook data integration. In this demo, DealCloud Solutions Engineer Emanuel Mesa shows...

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Financial Services
Video

DealCloud and Preqin: Powering fundraising & IR by centralizing capital markets & LP data

DealCloud’s Emanuel Mesa (Solutions Engineer) demos a high-level overview of DealCloud’s Preqin integration and shares how users can utilize this asset to enhance their private markets knowledge base and super-charge their fundraising and investor relations initiatives.

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Accounting, Consulting
Demo

Intapp Workspaces Demo Video

This Intapp Workspaces demo explores how you can provide engagement-centric intelligence and automation within Microsoft Teams. Intapp Workspaces — part of the OnePlace Collaboration & Content suite — is made for the next generation of work. Team members need to be able to...

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Legal
Video

Conflicts AI video

Intapp Conflicts is now enhanced with AI-assisted conflicts clearance, the smarter, faster, and more accurate approach to clearing conflicts.

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Video

Client development experience

Explore the full report and uncover insights with industry experts

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Legal
Video

Rethink your client development process

Watch how Intapp Experience and Pricing can help firms to win more business.