Industry data integrations for financial and professional services firms   

Intapp DealCloud: DataCortex

Harness the power
of market intelligence

Power smarter decisions by unifying market intelligence and your firm’s data

Access your firm’s proprietary data alongside market intelligence from Intapp Data and a curated list of leading third-party data providers — all within a single platform. With everything in one place, your teams can more easily uncover insights, strengthen relationships, analyze industry trends, and make informed decisions.

With DataCortex, your professionals can draw from industry data sets within Intapp DealCloud without toggling between multiple screens and various sources. By spending less time on manual data import, export, and stewardship, you teams can focus more on delivering value to your firm and clients.

A bird’s-eye view of ongoing developments

Ensure data accuracy, consistency, and confidence across your firm

Power industry-specific AI with data from every data source

Surface the most relevant information using the most relevant data sources to power narrative generation, summarization, and more.

Improve market reach and targeting 

Build new connections and discover areas of opportunities with access to extensive knowledge of companies, contacts, and market activity.

Enhance decision-making with richer data

Access comprehensive, quality data from trusted data providers for efficient research, analysis, and informed decision-making.

Boost adoption with trustworthy data 

Enrich your proprietary data sets with the latest market updates, and boost data governance with third-party validation to improve data accuracy and reliability. 

Empower your teams, strengthen your client relationships, and reduce risk

One-off matching
Link a single record to one or more data sources by running a search directly from a record detail page or entry form.

Bulk matching
Identify linked versus unlinked records, identify potential matches for unlinked records, and use bulk matching to link multiple records at one time.

Advanced search
Sync multiple records in bulk by querying a set of target entries through preferred filters, such as industry, geography, or record type.

Matching preferences
Apply AI matching or customize matching preferences based on your preferred method of linking records between DealCloud and external data sources. 

Display preferences
Tailor your firm’s display and mapping preferences to the data sets your professionals need.

Combine your proprietary data with millions of third party data records

Intapp Data, now included with Intapp DealCloud, includes access to millions of company records and contact records, so professionals can save time on research and identify new opportunities faster. Firms can also leverage this data to update and verify company and contact details, enabling firms to improve relationship discovery, manage data efficiently, and make informed decisions — with confidence.

Schedule a demo of Intapp DealCloud

Speak with an expert

Discover how DealCloud and DataCortex can help your teams connect data and insights to make more strategic decisions.

For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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Industry solutions

The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.

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Data foundation

Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.

Learn more about our data foundation
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Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

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Partner ecosystem

Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.

Learn more about our partner ecosystem