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Tap into your firm and industry knowledge to discover, win, and execute new business
Most business software wasn’t built for partner-led firms like yours. It was built for companies selling goods, not knowledge professionals navigating fast-changing environments.
The professional and financial firms we serve also operate within complex ethical, client, and regulatory obligations. But today’s generic AI solutions fail to address these critical security and privacy needs.
That’s why Intapp has been delivering Applied AI solutions, applied to our clients’ real business challenges, for more than a decade. We drive compliant AI advancements, cloud adoption, and modernization across all the markets we serve. And we bring the best ideas and practices of these different industries to one another, helping them grow and thrive.
Excel and generic CRMs simply cannot support today’s family office investors because the underlying technology is not equipped for complex relationship and deal structures. DealCloud helps family offices centralize their institutional knowledge and relationship capital in one place — and arms them with the intelligence and data they need to......