S&P Capital IQ Desktop Integrations

Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud.

Quickly review, resolve, and report on conflicts of interest, all from a single destination. With Intapp Conflicts, your firm’s risk analysts can search and analyze potential conflicts using consolidated client information from both your firm’s systems and third-party data providers. AI further speeds up your conflict clearance process by flagging results containing potential or certain issues, focusing your analysts’ review efforts and saving them precious time. Reduce the time required to analyze and clear conflicts. Ensure decisions consistently align with the firm’s risk boundaries. Centralize the information and processes that protect your firm. Run quick searches for potential conflicts while on the go. Help analysts clear conflicts faster using AI to surface the potential issues. Track unique factors such as audit clients and applicable independence rules. Streamline reporting with interactive conflict reports.

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.