Attending industry events is one of the best ways to stay ahead of emerging trends, connect with partners, and gain fresh perspectives. Over the past few weeks, Monarch had the opportunity to participate in two incredible Intapp events: Intapp Partner Forum 2025 and Intapp Amplify. As an Intapp DealCloud partner for over seven years, we’re always eager to see how Intapp is pushing innovation forward in financial services and capital markets. These events did not disappoint.
We’re excited to share our key takeaways. Here’s what stood out to us.
DealCloud 2502 Release: Smarter, Faster, and More Connected
The newest DealCloud release is packed with updates designed to streamline workflows and enhance decision-making. Some of the standout features include:
- AI Prompt Studio – Firms can now develop tailored AI prompts, allowing for more personalized and efficient automation.
- Smarter Search with OpenSearch – Improved speed, precision, and more intuitive search functions, including nickname matching and advanced field search.
- Updated User Interface– This update provides a more consistent and clean user experience throughout the product.
These enhancements underscore Intapp’s dedication to increase platform value. DealCloud’s continuous innovation is the reason firms like Haven Capital have eliminated 95% of manual data entry related to relationship management, and Hamilton Lane has replaced 28 legacy systems with DealCloud.
Best of all, this release isn’t just about making processes more efficient—it’s about making data work smarter for firms, giving teams the tools to act on insights faster than ever before.
AI and the Future of Financial Services
AI is reshaping financial services, and these events made it clear that firms leveraging AI for automation, insights, and compliance are setting themselves up for success.
AI Assist: Automating the Tedious
One of the biggest innovations we saw was enhancements to Intapp Assist, which helps professionals minimize manual work and quickly access key insights. Some of the new key features include:
- Smart Tags – reduces manual data entry by suggesting companies, contacts, and users mentioned in text fields.
- Prompt Studio – helps admins create ‘meaningful and relevant prompts to enrich the capabilities of Intapp Assist.
With these capabilities, firms can free up valuable time and focus on strategic initiatives rather than getting bogged down in administrative tasks.
Intapp DealCloud Activator: AI-Powered Business Development
One of the most exciting announcements from the events was the launch of Intapp DealCloud Activator, an AI-driven functionality designed to make business development easier and more consistent across firms.
What Does DealCloud Activator Do?
- Provides real-time relationship and opportunity signals to keep professionals informed.
- Offers behavioral nudges that integrate seamlessly into daily workflows.
- Connects with existing tools like email to simplify business development efforts.
- Maps internal to external networks to strengthen relationships and drive collaboration.
For professionals who struggle to balance business development with client delivery, Activator turns BD into manageable daily actions, making it easier to maintain consistency and serve at scale.
A Fresh Look for DealCloud: UI Enhancements and Faster Implementations
Another major takeaway from both events was the announcement of a new DealCloud user interface (UI). The updated interface:
- Reduces visual clutter and improves navigation.
- Adds more human elements, such as contact photos and company logos.
- Integrates AI Assist directly into workflows.
These updates will roll out in DealCloud sandboxes immediately, with a full launch between May and August.
Additionally, Intapp shared enhancements to preconfigured blueprints tailored to industry needs. Through DealCloud Sprint, Intapp is making implementations faster and more cost-effective; firms can now deploy DealCloud in as little as 3 weeks—reducing both complexity and costs.
Monarch + Intapp DealCloud
At Monarch, we’ve worked alongside Intapp for almost a decade, helping firms get the most out of DealCloud. Their continued innovation and ability to anticipate industry needs keep us excited about what’s ahead. Intapp Partner Forum and Intapp Amplify reaffirmed why we value this partnership. Whether it’s AI-powered automation, streamlined workflows, or smarter business development tools, Intapp is setting the bar for modern financial services technology.
If you’re looking to make the most of DealCloud—whether it’s enhancing data hygiene, integrating AI-driven tools, or simply needing an outsourced CRM admin—Monarch is here to help.
Let’s connect and explore how we can optimize your DealCloud experience.
Header Image Credit: Intapp
