Intapp Assist for DealCloud is a SaaS solution that embeds AI and automation into CRM and deal management workflows, specifically designed for financial and professional services firms. The platform leverages generative AI, machine learning, and natural language processing to automate manual tasks such as data entry, relationship tracking, and content generation. It analyzes firm and market data to deliver actionable insights, personalized recommendations, and targeted outreach suggestions. Intapp Assist for DealCloud is relationship-aware, deal-aware, and market-aware, drawing on internal and external data sources to help professionals make informed decisions, improve business development, and enhance productivity. The system is designed to reduce administrative burden, improve data quality, and enable teams to focus on strategic activities.

Key Features

AI-Powered Relationship Signals Delivers actionable reminders and insights to manage professional networks.

• Identifies key contacts and engagement opportunities
• Suggests personalized outreach based on relationship data

Automated Narrative Generation Creates summaries and commentary from unstructured data.

• Generates meeting summaries and deal descriptions
• Improves knowledge capture and sharing

Applied Outreach Automation Facilitates targeted, context-aware communication.

• Drafts emails and outreach content
• Recommends timing and messaging for business development

Company Recommendations Suggests relevant companies and opportunities.

• Analyzes firm pipeline and market data
• Surfaces tailored deal and client recommendations

Summarization Condenses large volumes of data into concise, actionable summaries.

• Processes meeting transcripts and communications
• Enhances information accessibility and decision-making

Origination Support Assists in identifying and tracking new business opportunities.

• Monitors market trends and firm pipeline
• Provides intelligent deal origination insights

Benefits

Increased Efficiency Reduces manual data entry and administrative workload.

• Automates repetitive tasks
• Frees up time for strategic work

Enhanced Decision-Making Provides real-time, data-driven insights.

• Surfaces relevant deal and relationship intelligence
• Supports informed business development

Improved Data Quality Ensures more accurate and complete CRM data.

• Automates data capture and enrichment
• Reduces errors and omissions

Stronger Relationship Management Helps maintain and grow key client relationships.

• Personalized outreach suggestions
• Timely engagement reminders

Competitive Advantage Leverages market and firm intelligence for better outcomes.

• Identifies trends and opportunities ahead of competitors
• Supports proactive business development