Your bankers can turn around a pitch book in hours, yet faster pitch books don’t automatically produce more mandates. When everyone uses their own tools on their own data, individual productivity gains stay with the individual while the costs and risks land on the firm.
This on-demand session explains the gap through the three themes investment banking and advisory leaders raise most: AI spend that outpaces projections, sensitive deal data leaving the firm, and a growing pile of AI tools that don’t connect to your systems of record. You’ll learn what efficient, sovereign, and integrated AI look like in practice, and why a context engine that understands your firm changes how quickly, and at what cost, your team reaches the right answer.
Then watch a demo of Intapp DealCloud with Intapp Celeste: logging a mandate or bid from Microsoft Outlook, searching email and SharePoint from Celeste, dictating meeting notes on mobile, and querying DealCloud from Claude, ChatGPT, and Microsoft Copilot. See how ethical walls and user permissions apply in each scenario.
What you’ll learn
- Why AI usage keeps growing while the return on AI spend stays hard to show
- How model-agnostic design and tiered model routing help you control AI costs
- How ethical walls and user permissions apply when bankers query DealCloud from Claude, ChatGPT, and Microsoft Copilot
- How the Outlook add-in, Microsoft 365 connector, mobile app, and Model Context Protocol (MCP) server put DealCloud data where bankers already work
