Intapp DealCloud Activator launched to drive growth for professional services firms
Intapp (NASDAQ: INTA) has launched DealCloud Activator, an AI-enabled growth platform designed to enhance business development for professional services firms. Announced at Intapp's annual product event in New York City, the solution integrates AI and behavioral science to help firms align business development with strategic goals and drive sustained growth.
The platform features AI-powered real-time insights and actionable nudges that guide professionals in managing client relationships throughout their lifecycle. Key features include relationship signals, behavioral nudges, tech stack integration, and network visualization tools. The system proactively alerts users to important changes in relationships, such as job changes and company news, while providing personalized updates and coaching on business development strategies.
DealCloud Activator also offers performance metrics and BD assessment capabilities through dashboards that track activities like referrals, opportunities, and relationship building at both individual and team levels.
Intapp (NASDAQ: INTA) ha lanciato DealCloud Activator, una piattaforma di crescita abilitata dall'IA progettata per migliorare lo sviluppo commerciale per le aziende di servizi professionali. Annunciata durante l'evento annuale sui prodotti di Intapp a New York, la soluzione integra l'IA e la scienza comportamentale per aiutare le aziende ad allineare lo sviluppo commerciale con gli obiettivi strategici e a guidare una crescita sostenuta.
La piattaforma offre approfondimenti in tempo reale alimentati dall'IA e suggerimenti pratici che guidano i professionisti nella gestione delle relazioni con i clienti durante il loro ciclo di vita. Le caratteristiche principali includono segnali relazionali, suggerimenti comportamentali, integrazione della tecnologia e strumenti di visualizzazione della rete. Il sistema avvisa proattivamente gli utenti su cambiamenti importanti nelle relazioni, come cambi di lavoro e notizie aziendali, fornendo aggiornamenti personalizzati e coaching sulle strategie di sviluppo commerciale.
DealCloud Activator offre anche metriche di performance e capacità di valutazione del BD attraverso dashboard che tracciano attività come referenze, opportunità e costruzione di relazioni sia a livello individuale che di team.
Intapp (NASDAQ: INTA) ha lanzado DealCloud Activator, una plataforma de crecimiento habilitada por IA diseñada para mejorar el desarrollo empresarial de las firmas de servicios profesionales. Anunciada en el evento anual de productos de Intapp en Nueva York, la solución integra IA y ciencia del comportamiento para ayudar a las firmas a alinear el desarrollo empresarial con los objetivos estratégicos y fomentar un crecimiento sostenido.
La plataforma cuenta con información en tiempo real impulsada por IA y empujones accionables que guían a los profesionales en la gestión de relaciones con clientes a lo largo de su ciclo de vida. Las características clave incluyen señales de relación, empujones comportamentales, integración de tecnología y herramientas de visualización de redes. El sistema alerta proactivamente a los usuarios sobre cambios importantes en las relaciones, como cambios de empleo y noticias de la empresa, mientras proporciona actualizaciones personalizadas y coaching sobre estrategias de desarrollo empresarial.
DealCloud Activator también ofrece métricas de rendimiento y capacidades de evaluación de BD a través de tableros que rastrean actividades como referencias, oportunidades y construcción de relaciones a nivel individual y de equipo.
Intapp (NASDAQ: INTA)는 전문 서비스 회사의 비즈니스 개발을 향상시키기 위해 설계된 AI 기반 성장 플랫폼인 DealCloud Activator를 출시했습니다. 뉴욕에서 열린 Intapp의 연례 제품 행사에서 발표된 이 솔루션은 AI와 행동 과학을 통합하여 기업이 비즈니스 개발을 전략적 목표와 일치시키고 지속 가능한 성장을 이끌 수 있도록 돕습니다.
이 플랫폼은 AI 기반의 실시간 통찰력과 전문가가 고객 관계를 관리하는 데 도움이 되는 실행 가능한 알림을 제공합니다. 주요 기능으로는 관계 신호, 행동 알림, 기술 스택 통합 및 네트워크 시각화 도구가 있습니다. 시스템은 사용자에게 직업 변화 및 회사 뉴스와 같은 관계의 중요한 변화에 대해 사전 경고하며, 비즈니스 개발 전략에 대한 개인화된 업데이트와 코칭을 제공합니다.
DealCloud Activator는 또한 개인 및 팀 수준에서 추천, 기회 및 관계 구축과 같은 활동을 추적하는 대시보드를 통해 성과 메트릭 및 BD 평가 기능을 제공합니다.
Intapp (NASDAQ: INTA) a lancé DealCloud Activator, une plateforme de croissance activée par l'IA conçue pour améliorer le développement commercial des entreprises de services professionnels. Annoncée lors de l'événement annuel sur les produits d'Intapp à New York, la solution intègre l'IA et la science du comportement pour aider les entreprises à aligner le développement commercial sur des objectifs stratégiques et à favoriser une croissance durable.
La plateforme propose des informations en temps réel alimentées par l'IA et des incitations actionnables qui guident les professionnels dans la gestion des relations clients tout au long de leur cycle de vie. Les caractéristiques clés incluent des signaux relationnels, des incitations comportementales, l'intégration de la technologie et des outils de visualisation de réseau. Le système alerte proactivement les utilisateurs sur des changements importants dans les relations, tels que des changements d'emploi et des nouvelles d'entreprise, tout en fournissant des mises à jour personnalisées et un coaching sur les stratégies de développement commercial.
DealCloud Activator offre également des métriques de performance et des capacités d'évaluation du BD via des tableaux de bord qui suivent des activités telles que des recommandations, des opportunités et la construction de relations à la fois au niveau individuel et en équipe.
Intapp (NASDAQ: INTA) hat DealCloud Activator gestartet, eine KI-gestützte Wachstumsplattform, die darauf abzielt, die Geschäftsentwicklung für professionelle Dienstleistungsunternehmen zu verbessern. Die Lösung, die auf der jährlichen Produktveranstaltung von Intapp in New York City angekündigt wurde, integriert KI und Verhaltenswissenschaft, um Unternehmen zu helfen, die Geschäftsentwicklung mit strategischen Zielen in Einklang zu bringen und nachhaltiges Wachstum zu fördern.
Die Plattform bietet KI-gestützte Echtzeiteinblicke und umsetzbare Hinweise, die Fachleute bei der Verwaltung von Kundenbeziehungen während ihres gesamten Lebenszyklus unterstützen. Zu den wichtigsten Funktionen gehören Beziehungssignale, Verhaltenshinweise, Integration von Technologiestacks und Tools zur Netzwerkvisualisierung. Das System warnt die Benutzer proaktiv vor wichtigen Veränderungen in Beziehungen, wie z.B. Jobwechsel und Unternehmensnachrichten, und bietet personalisierte Updates und Coaching zu Strategien der Geschäftsentwicklung.
DealCloud Activator bietet auch Leistungskennzahlen und BD-Bewertungsfunktionen über Dashboards, die Aktivitäten wie Empfehlungen, Chancen und Beziehungsaufbau auf individueller und Teamebene verfolgen.
- AI-powered platform enhances business development efficiency
- Integration with existing tech stack (email, LinkedIn) improves workflow
- Real-time tracking and analytics capabilities for performance measurement
- None.
Insights
Intapp's launch of DealCloud Activator represents a strategic expansion of its AI-powered software suite targeting the business development challenges faced by professional services firms. This solution addresses a persistent pain point in the industry: the tension between billable client work and business development activities that drive growth.
The product leverages behavioral science principles and AI technology to integrate business development into professionals' existing workflows—a key differentiator in a market where standalone BD tools often suffer from low adoption rates. By focusing on relationship management and proactive engagement triggers, Intapp is positioning this solution as a revenue driver for its clients rather than just another operational tool.
For investors, this launch should be viewed in the context of Intapp's land-and-expand strategy. The company appears to be deepening its product ecosystem for existing customers while creating new entry points for prospective clients. This approach typically enhances customer retention and lifetime value—critical metrics for SaaS businesses.
The timing aligns with growing AI adoption in professional services, where firms are increasingly seeking technology solutions to enhance productivity and drive growth. While the immediate revenue impact may be modest, the product strengthens Intapp's competitive positioning against both legacy CRM providers and newer entrants in the professional services technology space.
The solution's focus on measuring BD activities and providing leadership visibility into performance metrics also addresses governance and accountability challenges in partnership-structured firms—potentially expanding Intapp's value proposition to firm management beyond individual practitioners.
New solution uses AI to embed business development enablement into professionals’ daily workflows and maximize the value of firm relationship networks
PALO ALTO, Calif., Feb. 26, 2025 (GLOBE NEWSWIRE) -- Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, legal, and capital markets firms, announced the availability of Intapp DealCloud Activator. The new solution was announced today at Intapp’s annual product event in New York City.
Built on the research underpinning the forthcoming book The Activator Advantage, DealCloud Activator is an AI-enabled growth platform that enables professionals to adopt and sustain successful business development practices. Using AI and behavioral science, the solution helps firms better align business development efforts with strategic goals, successfully integrate new lateral partners, and drive sustained firmwide growth.
DealCloud Activator uses AI to surface real-time insights and actionable nudges that guide professionals to proactively support client relationships throughout the entire client lifecycle — without disrupting their daily routines. Additionally, firm leaders gain needed visibility into their teams’ business development activities — empowering goal setting, progress monitoring, and alignment of coaching efforts with individual, practice, and firm goals.
“Professionals are inundated with the daily work to deliver for clients, often at the expense of business development,” said Erin Guinan, General Manager of DealCloud. “Intapp DealCloud Activator breaks business development down from a nebulous concept into a handful of simple tasks each day. It enables each professional to adopt and maintain Activator behaviors — driving consistency in BD activities, creating and maintaining connections, and delivering the right idea at the right time — at scale across the firm.”
Key features of Intapp DealCloud Activator include:
- Relationship and opportunity signals: Changes in key relationships — such as job changes, cooling contacts, and company news — are proactively fed to users with AI-driven signals and insights.
- Behavioral nudges: Timely, relevant reminders on best next actions are integrated into daily workflows to foster consistent engagement.
- Tech stack integration: Integration with email, LinkedIn, and other tools lets users act on nudges directly from the alert.
- Holistic data pictures: Connecting third-party data with proprietary firm history, ensures that recommendations are built off a rich, unique set of data specific to each professional and their clients.
- Network management and visualization: Visual relationship network maps strengthen internal and external connections, identify gaps, and drive more strategic client interactions and cross-firm collaboration.
- Personalized updates: Tailored digests and updates on key activities — including new opportunities, relevant client changes, and internal referrals — promote collaboration and ensure professionals are well-prepared for client interactions.
- Activator coaching: Actionable insights and reminders on proven business development strategies are embedded in notification feeds to reinforce training and ensure success.
- Performance metrics and BD assessment: Dashboards highlighting key activities like referrals, new opportunities, and relationship building track individual and team-level business development performance.
About Intapp
Intapp software helps professionals unlock their teams’ knowledge, relationships, and operational insights to increase value for their firms. Using the power of Applied AI, we make firm and market intelligence easy to find, understand, and use. With Intapp’s portfolio of vertical SaaS solutions, professionals can apply their collective expertise to make smarter decisions, manage risk, and increase competitive advantage. The world's top firms — across accounting, consulting, investment banking, legal, private capital, and real assets — trust Intapp’s industry-specific platform and solutions to modernize and drive new growth. For more information, visit intapp.com and LinkedIn.
Contact:
Ali Robinson
Global Media Relations Director
press@intapp.com
FAQ
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