Intapp Intake: Third-party data integration
Save time completing forms and reduce human error. Now, automatically import firmographic and corporate tree information for new client intake from trusted third-party sources.
With Intapp Intake, use third-party data and tolerance metrics to produce risk scores and trigger workflows. And with native integrations with S&P Global, Dun & Bradstreet, and Bureau Van Dijk, you can accelerate an accurate client intake process.
Simplify your corporate linkage research by importing both clients’ and prospects’ corporate trees, shareholders, and board members into your database and workflow.
Access relevant third-party information inside Intapp Intake without interrupting your workflow.
Define risk-based conditions to automatically monitor with triggered alerts as circumstances change.
Ensure your firm is making optimal risk-based decisions by integrating corporate tree, industry code, and sanctions lists data from trusted sources.
