Intapp | Intelligence Applied

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Intapp DealCloud: AI-Powered Deal and Relationship Management Platform


Discover how Intapp DealCloud leverages AI to centralize intelligence, streamline workflows, and drive growth for professional and financial services firms.

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Features

  • AI-Powered Intelligence: Centralizes firm and market intelligence to provide real-time insights, helping you find and execute deals faster than ever.
  • No-Code Configuration: Customize dashboards and workflows without IT, enabling rapid deployment and adaptability to your firm's needs.
  • Comprehensive Security: Intapp DealCloud enforces stringent security measures, compliant with ISO 27001 and SOC-2 standards, safeguarding your data.

Use Cases:

  • Relationship Management: Enhance relationship insights with AI, automate data capture, and create tailored outreach to strengthen connections.
  • Business Development: Leverage market and firm intelligence to uncover opportunities, personalize engagements, and accelerate deal closure.
  • Streamlined Operations: Consolidate systems, automate workflows, and reduce manual data entry for increased productivity and efficiency.

Intapp DealCloud transforms how professional and financial services firms manage relationships and deals, providing a competitive edge through AI-driven insights and streamlined processes.


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