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TDA 2022 Technology: CRM & Deal Origination winner: DealCloud by Intapp

by Krystal Scanlon 16 August 2022

The judges felt DealCloud’s platform is unmatched by its peers in this category. They were impressed with the enhancements DealCloud made to its platform in 2021, as well as the ongoing software updates. “DealCloud is fully configurable and purpose-built for the complex relationships and structures of capital markets firms,” comments Ben Harrison, president of financial services at DealCloud.

Strong client testimonials further demonstrated that clients benefit from the flexibility of the platform, which has enabled them to not only see everything they are doing with their business partners in one glance, but they can better monitor relationships and increase the speed of decision making.

Categories: ProfileTechnologyCRMReporting portalReporting softwareTech providers

TAGS: Intapp Dealcloud

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