Supercharge Your Business’ Intelligence with Intapp Data

Every successful deal starts with the right data. Whether it is knowing which connections to pursue or which markets to enter, informed decisions hinge on the depth and accuracy of your data. But gathering, validating, and maintaining millions of company and contact profiles is a resource-intensive challenge, one that can slow down even the most […]

Unlocking Equilar’s Potential with DealCloud’s DataCortex Integration

Studies show that incorporating business intelligence into analytics can boost operational efficiency by up to 80%, yet many professionals still struggle with using incomplete or outdated records. Inaccurate and even fragmented data often leads to inefficiencies that hinder building connections and decision-making. By integrating Equilar’s corporate leadership data into Intapp DealCloud through DataCortex, these challenges […]

Optimizing PitchBook Integration with DealCloud’s DataCortex

In the realm of financial data management, inefficiencies in syncing and integrating data can lead to missed opportunities and suboptimal decision-making. Many professionals find themselves struggling with outdated or fragmented information, which impairs their ability to make well-informed decisions. Fortunately, the integration of PitchBook through Intapp DealCloud’s DataCortex offers a robust solution to these challenges, enabling […]

3 Key Use Cases of AI in DealCloud with Intapp Assist

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AI Functionality in DealCloud – Intapp Assist The biggest complaint about CRMs seems to always be that it is too time-consuming to enter the appropriate data. Clunky input processes lead to poor adoption, which leads to poor analytics and insights, furthermore, leading to poorly optimized decision-making and time-allocation. Purchasing a product with so much functionality […]

Monarch Expands Partnership with Intapp to Streamline Client Services

Software implementations provider to support Intapp DealCloud implementations and delivery for financial services firms FRANKLIN, Tenn., Sept. 17, 2024 – Monarch, a provider of implementation and customer success services for leading financial service CRM and SaaS platforms, today announced the expansion of its partnership with Intapp, a leading global provider of AI-powered solutions for professionals in […]

How to Leverage Intermediary Analytics with Intapp DealCloud

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Dealmakers know that success lies in relationships. They also know that time and resources are precious. Too often, firms find themselves bogged down by poor relationships, wasting energy on intermediaries that fail to deliver. In fact, 45% of executives say their biggest challenge when it comes to strategic partnerships is keeping them active and mutually rewarding. […]

Get to Know Monarch: Dustin Morris

Meet Dustin Morris, one of our standout Senior Implementation Consultants.A genuine jack of all trades, he brings a unique blend of technical expertise, craftsmanship, and thespianism to our team.

5 Key Indicators for Successful Intapp DealCloud Adoption

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Professional services firms are leaning more heavily on technology to help streamline their business operations and increase client satisfaction. Intapp DealCloud, a specialized platform designed for dealmakers in the private capital markets industry, offers a comprehensive solution for managing deals, relationships, and workflows. The platform is an industry leader in these competitive markets due to […]