How Stephens Inc. migrated 10+ years of data into Intapp DealCloud

Prior to deploying DealCloud, the Stephens team spent extensive time and resources customizing a generic CRM platform, which experienced low user-adoption levels because it didn’t meet the specific business needs of the firm’s investment bankers. Many bankers used the CRM solely for pipeline management, which prevented the team from gaining a full picture of deal flow and relationships. Data hosted in the CRM quickly became stale, and Stephens bankers needed a solution that let them access their data in real time. Firm leaders recognized they needed a highly configurable platform that could be customized to fit the firm’s specific deal and relationship management processes. Discover how Stephens manages its pipeline and relationships more effectively with DealCloud.