In today’s fast-paced investment banking landscape, the ability to deliver personalized service and value to clients while managing complex relationships has never been more critical. To remain competitive, investment bankers need sophisticated tools that go beyond basic contact management by giving them the actionable, real-time intelligence needed to exceed client expectations.
That’s where Intapp DealCloud comes in. Built by and for investment banking experts, it helps your team strengthen their relationships, uncover new opportunities, and deliver unprecedented value to their clients. Keep reading to find out how.
Strengthening connections with AI-powered relationship intelligence
The relationship intelligence capabilities in DealCloud provide your investment bankers with a comprehensive, 360-degree view of their client ecosystems. By integrating proprietary data with third-party sources, bankers gain complete visibility into their networks’ full potential. AI-powered features, including smart tags and automated summaries, are coupled with relationship intelligence to highlight connections that might not be obvious in raw data.
During the critical pitch phase, an integration with DataCortex provides enhanced relationship intelligence across company families, including parents, subsidiaries, and private equity-backed firms. This comprehensive information helps your bankers effectively leverage existing relationships and referral sources, which creates a powerful network effect that drives business development.
DealCloud also uses sophisticated relationship path navigation to help your professionals make the most of their internal networks during crucial phases of the engagement lifecycle. Whether your bankers are in the execution phase and seeking potential buyers through M&A groups, connecting with investors via equity capital markets, or identifying lenders through leveraged finance and debt capital markets groups, DealCloud provides a complete view of their relationships and maps the shortest path to success.
Transforming business development through personalization
DealCloud provides personalized business development tools that transform how professionals stay informed and engage with clients. By automatically analyzing emails, meetings, and other interactions, the platform intelligently tailors news feeds and insights to the clients and companies users actively engage with — no manual setup required.
These smart features, powered by Owler and other premium data sources, deliver relevant, real-time company news and market insights directly through customizable widgets so professionals can stay ahead of market trends and proactively uncover new business opportunities.
DealCloud also helps teams stay organized, prioritize outreach, and ensure that contacts don’t grow cold with intelligent notifications including:
- Automated reminders to reach out to cooling contacts
- Pre-meeting alerts with comprehensive PDF reports for all relevant parties
- Mobile-friendly alerts with actionable network insights and direct links to opportunities
Delivering value with tailored recommendations
DealCloud empowers bankers to deliver more client value through AI-driven recommendations.
The platform uses sophisticated analysis tools to generate recommendations for:
- Acquisition target ideas aligned precisely with client objectives
- Potential buyers or investors for prospective and live deals
- Deal ideas that can be presented to clients
To ensure the most tailored recommendations possible, many banks choose to integrate DealCloud with third-party data sources like S&P Global, FactSet, and Pitchbook. This allows market intelligence, including company investment preferences, to be analyzed alongside proprietary firm data.
When combined with capital-raising opportunities informed by current market conditions and data-driven divestiture possibilities, professionals can present a comprehensive suite of options customized to each client’s needs. DealCloud makes this easy by surfacing and packaging ideas for sponsor coverage teams during the nurturing phase. The platform’s template reporting capability automatically transforms these ideas into tear sheets, so bankers can demonstrate value immediately and earn credibility with prospective clients during their initial conversations.
Exceed client expectations with Intapp DealCloud
In an era when client expectations continue to rise, DealCloud gives investment bankers the tools they need to exceed expectations. By combining relationship intelligence, personalized business development, and AI-driven recommendations, DealCloud helps investment bankers deliver unprecedented client value that accelerates firm growth.
Ready to elevate your client relationships? Schedule a demo to see how DealCloud can transform your investment banking firm.