Gain a more accurate and comprehensive view of the firm’s risk landscape at any moment while freeing up partners to focus on the organization’s continued growth.
Intapp Risk & Compliance unifies proprietary and third-party data relating to clients, projects, and corporate entities within workflow-driven, configurable questionnaires that feed into a central system for AI-assisted conflicts assessments and corporate tree management. When client risk assessment and conflicts check processes are automated and centralized, partners and firm leaders can focus more on the firm’s growth strategy while leveraging a more comprehensive view of their risk landscape.
Centralize risk assessment processes with firm and third-party data to drive optimal, risk-based decision-making
Automatically monitor firm-defined conditions and initiation of standardized, data-driven risk assessment processes based on either a schedule or pre-defined events.
Create a streamlined client risk assessment process for both partners and risk teams
Create a single destination for partners and risk teams to complete their respective steps during assessments using automated workflows and an integrated database of client, project, and corporate tree data.
Gain a more comprehensive view of the firm's risk landscape while freeing up partners to focus on the firm's growth
Unify client, project, and corporate tree data with risk assessment processes to ensure that risk-based decisions are made efficiently while aligning with the firm-defined risk boundaries.
Integrations
Intapp Risk & Compliance natively integrates corporate tree, NAICS and SIC industry codes, and sanctions list data from trusted sources to help consulting firms ensure they’re making optimal risk-based decisions.
Resources
RSM US talks about the importance of using a purpose-built platform made just for accounting firms
Craig Butler, Senior Director of Audit Technology at RSM US, shares how Intapp’s strategic guidance and innovative expertise in the accounting market has enabled RSM to focus on improving the firm’s overall efficiency by using AI and machine learning, both of which are built in to the...
Managing Transactional Risks in Professional and Financial Services
All professional and financial services firms need comprehensive processes in place to mitigate the transactional risks found throughout matter, engagement, and deal lifecycles. At City Tour NY, we shared best practices for navigating these evolving risk landscapes, and we explored how...
FTI Consulting Rolls Out Intapp Conflicts Globally to Streamline New Business Acceptance Processes and Increase Profitability
Intapp Conflicts greatly reduced administrative burdens, while creating efficiencies throughout the entire new business acceptance process.