We specialize in serving financial services firms, just like yours — that means we speak your language, we know how you work, and we understand the challenges that you face. More importantly, it means that we have the skill and knowledge to map the capabilities of DealCloud to your specific needs.
We Implement. We Integrate. We Innovate.
Whether you’re just getting started with DealCloud, or are looking to push the platform to its true potential, we can’t wait to help you and your firm take flight.
An unmatched track record of client success 1800+ projects for 375+ clients
Our financial services clients love working with us. Hundreds of firms have relied on Monarch for initial product implementation and rollout — and then return to us to execute system enhancements, to integrate third-party data sources, or to provide ongoing administrative support services.
But don’t take our word for it, take theirs.
What Monarch clients are saying:
Our success is built on superior service and serious specialization.
We work with clients in multiple ways — and we know that can change over time. So we support you wherever you are in your journey, whether that means:
Implementation
Implementing DealCloud and ensuring you’re trained and comfortable using a baseline set of features.
Integrating third party data sources and helping you adopt more advanced product capabilities.
Expertise
Serving as your “virtual” administrator and advisory team member — building reports and handling administrative tasks on demand.
Deep industry expertise, meaningful insight.
As independent consultants, we act as your trusted partner. We work quickly and cost effectively. And we bring the broad experience and deep insights we’ve gained from six years of working with peer financial services firms to our client engagements.
We work with a range financial services firms including:
- Investment Banks
- Private Equity
- Venture Capital
- Hedge Funds
- Family Offices
- Private Credit
- Real Estate
We have the skill and knowledge to tailor the capabilities of DealCloud to your firm’s specific needs.
Whether you’re looking to automate reporting tasks, improve pipeline management, enable new CRM and outbound marketing activity, streamline internal collaboration, integrate third-party information sources into your workstream, or even explore new innovations in AI — we can point the best way to achieving rapid, real-world results. And then execute to get you there (and get you real ROI).
So, if unsure of where to start with DealCloud, how to increase internal adoption, or how to scale your success with the product, we have you covered.
Intapp DealCloud is more than just a CRM. It integrates comprehensive deal and relationship management capabilities with advanced data analytics, reporting, pipeline management, and workflow automation — all built specifically for financial services firms.
To help you achieve strong ROI, we listen closely, work collaboratively, and understand the context driving your requirements. We configure and tune DealCloud for the key stakeholders at your firm:
For Managing Directors
We provide the tools and information you need to: identify and nurture key client relationships, track and advance an accurate pipeline, collaborate with your staff on business development and deal execution, and make more informed decisions.
In short, we enable you to ensure business activity is aligned with your priorities and strategy to win in the market.
For Analysts, Account Managers
& Staff
We dramatically slash overhead and manual, routine work that keeps you from focusing on more strategic tasks and driving business growth. We do this by Integrating key information (internal and third party), automating report generation and distribution, streamlining analysis, and automating a variety of routine tasks.
In other words, we free you from being the “CRM Admin” so you can focus on higher-value priorities.
Industry-specific solutions delivering real-world ROI.
We build DealCloud reports, dashboards, workflows, integrations, and enhancements specifically tailored for your financial firm’s focus.
We also help organizations adopt any number of common CRM capabilities, product features, and third-party data integrations.
Datasheet
Monarch can implement 80+ Industry-specific DealCloud use cases, workflows & customizations
For most organizations, that starts with a solid foundation for pipeline and engagement management, and baseline investor relations processes. And then, the sky’s the limit.
Want more detail on the 20+ CRM, feature enablement, and DataCortex Integrations we implement for clients?
Or the 80+ financial services use cases, customizations, and workflows our team can implement for your firm?
Ready to soar with DealCloud + Monarch?
Trusted and recommended by Intapp to hundreds of financial services firms as the premier DealCloud implementation, consulting, and support partner, we’re ready to put our expertise to work for you.
Let’s talk about your firm, your objectives, and the next steps in your DealCloud journey.
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