INTA - DealCloud’s New Relationship Intelligence Insights Leverage Dealmakers’ Networks to Drive Growth
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Intapp (NASDAQ: INTA), a leadingprovider of industry-specific, cloud-based software solutions thatenable connected professional and financial services firms, todayannounced expanded relationship intelligence functionality within its DealCloud solution, helpingfirms grow business and improve outcomes using the power ofprofessional networks. DealCloudrelationship intelligence uses AI and predictive insights to helpdealmakers improve deal sourcing, business development, fundraising,and related functions using the reach and strength of their personalnetworks and those of professionals across the firm.
DealCloud relationship intelligence identifies who knows whomand establishes relationship scores based on the volume, recency, andtype of engagements by passively harvesting metadata from MicrosoftExchange emails and events. The tool provides a new layer of insightsthat helps users find the clearest and most influential path toopportunity with other firms and dealmakers — with zero data inputrequired.
Key benefits of using DealCloud forrelationship intelligence include:
- Sourcing deals through personal and professionalnetworks — By relying on a deeper layer of relationshipinsights, deal professionals can intelligently scan their firm’snetwork for lucrative referrals and generate warm introductions attarget companies.
- Maintaining and develop keyrelationships — With relationship intelligence, dealprofessionals can track the strength of relationships and nurture themto maintain or improve the effectiveness of their network through newbusiness development initiatives.
- Reducing key-person riskand institutionalize knowledge — Relationship intelligence helpsfirms manage and monitor relationships, minimizing loss or damage tothe firm by determining which relationships might be at risk due toemployee attrition and transitioning those relationships to otherprofessionals.
DealCloud relationship intelligences usesdashboards and network diagrams to help firms visualize relationships,showing who maintains relationships with parties of interest, howstrong those relationships are, and how long they’ve existed. Bycombining contact and relationship data with the DealCloudplatform’s client and engagement lifecycle data, firms can achieve acompetitive advantage resulting from data-driven business developmentand stronger collaboration.
“Deal professionals often struggle to understand who knowswhom at target companies and firms, especially across geographies,industries, and deal teams,” said Ben Harrison, President ofFinancial Services at Intapp. “Considering that a significantmajority of deals are generated through a dealmaker’s professionalcontacts, this can pose a considerable challenge to business growth.DealCloud relationship intelligence helps dealmakers instantlyunderstand the clearest and most influential path to a targetcompany’s leadership while other firms are still cold calling.”
For more information on DealCloudrelationship intelligence, please visitour website or contact us for a personalizeddemo .
About Intapp
Intapp makes the connectedfirm possible. We help professional and financial services firmsbetter connect their people, processes, and data through AI-poweredsoftware solutions. Trusted by more than 1,900 of the world’spremier private capital, investment banking, legal, accounting, andconsulting firms, Intapp offers an end-to-end solution purpose-builtto help modernize these firms. Intapp facilitates greater teamcollaboration, digitizes complex workflows to optimize deal andengagement execution, and leverages proprietary AI to help nurturerelationships and originate new business. Intapp helps firms increaseprofitability and investment returns, operate more efficiently, andbetter manage risk and compliance. For more information, visit intapp.com and connect with us on and .
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Ali Robinson
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