Audience

Enterprises in search of a solution to assess client risk and onboard new businesses

About Intapp Intake

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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Company Information

Intapp
Founded: 2000
United States
www.intapp.com/intake/

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
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Phone Support
Online

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Intapp Intake Product Features