Intapp IntakeIntapp
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ObjectiveManagerObjective Manager
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Related Products
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About
Quickly capture critical risk-related information about your new and recurring business with Intapp Intake. Conduct thorough due diligence with speed and accuracy, using modern business processes, including dynamic risk-based questionnaires, workflows, and scoring models that integrate with your other systems and trusted third-party data sources. Collect information and assess risk with greater speed and accuracy. Align your onboarding decisions with your firm’s strategy. Centralize the critical information and processes that protect your firm. Design better processes with dynamic workflows, forms, and approval routing. Enforce firm policies through the automated creation and collection of engagement letters. Streamline the collection of external information for internal risk assessment processes, such as lateral hires or AML. Align onboarding decisions with your firm’s risk appetite using defined risk-scoring metrics.
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About
We make strategy happen. Our platform connects your plans to everyday goals for outstanding results. Objective Manager aligns planning, performance and engagement, giving purpose to every person, process and activity in your organization. Continuous engagement with your business strategy is the key to making it a reality. As the world embraces hybrid working, give your people the tools to align their objectives with the firm's strategy. Instantly identify and visualize the best new opportunities among your current client base. Using algorithms to analyze the firm’s financial and customer data, find trends and cross-reference your talent pool to instantly expose opportunities - allowing you to prioritize efforts and win new business.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprises in search of a solution to assess client risk and onboard new businesses
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Audience
Business Management solution for companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationIntapp
Founded: 2000
United States
www.intapp.com/intake/
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Company InformationObjective Manager
United Kingdom
about.objectivemanager.com
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Categories |
Categories |
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Business Performance Management Features
Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
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Integrations
Bureau van Dijk Review
D&B Connect
Microsoft 365
S&P Capital IQ Desktop
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Integrations
Bureau van Dijk Review
D&B Connect
Microsoft 365
S&P Capital IQ Desktop
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