Transform your advisory team’s business development strategy with an AI-enabled platform

In today's competitive advisory landscape, staying ahead takes more than industry expertise and strong relationships. Advisory teams also need intelligent tools that help them identify the best opportunities faster and manage relationships more effectively to drive growth.

Intapp DealCloud's AI-powered platform was built to solve these issues for advisory professionals. Discover how it can improve business development by automating tasks, analyzing data, and providing the insights your professionals need to make more strategic decisions.

Unify data and gain actionable insights

When client and market data is dispersed across systems, advisory teams may encounter roadblocks that prevent them from identifying market opportunities, managing complex relationships, and extracting meaningful insights to drive business growth. But with an AI-powered platform like DealCloud, your team can easily track upcoming transactions and target assets coming to market - all in one place.

DealCloud doesn't just provide a central hub for your data. It also uses AI to analyze that data and provide strategic recommendations for advisory teams, such as:

• Which potential buyers best align with upcoming deals
• What relevant advisory services your firm can provide across the transaction lifecycle
• Which internal experts have the relationships and experience needed to both win and execute a specific deal

These recommendations and insights are particularly helpful for identifying cross-service opportunities more effectively. For example, when a private equity firm shows interest in a potential acquisition, DealCloud can automatically flag opportunities for both pre- and post-deal advisory services.

Enhance personalization at scale

Business development teams need a clear understanding of their clients' diverse needs to maintain strong relationships. By analyzing client data, preferences, and historical interactions, AI-powered platforms like DealCloud can personalize relationship management at scale - providing suggested targeted actions that resonate with each client's specific needs and circumstances.

DealCloud sends timely, automated signals and nudges to professionals - prompting them take the best next steps in client engagement and ensuring they never miss an opportunity to strengthen relationships or address emerging client needs. For example, DealCloud might nudge a managing director to reach out to a cooling contact, or suggest actions to take before a client meeting. This proactive approach to relationship management is critical to helping firms exceed client expectations.

DealCloud also provides AI-driven recommendations for acquisition targets; suggests which deals to show to a client; and suggests which client, potential buyer, or investor best aligns with a potential or live deal. Plus, the AI-powered system continuously learns from interactions and outcomes, so its recommendations remain relevant and accurate.

Boost productivity with automation

Business development teams often find themselves bogged down by repetitive tasks like prospecting, follow-ups, and client outreach. These necessary but time-consuming activities often prevent teams from focusing on strategic, high-value initiatives that drive growth.

With DealCloud, firms can create outcome- or action-based triggers to automate a variety of tasks, such as creating a new deal record, updating a status, sending notifications and follow-up reminders, and highlighting upcoming client milestones. These triggers are key to helping teams keep up proactive engagement with clients while saving a lot of time and effort.

The platform also offers smart tagging and three types of summaries so professionals can access key information at a glance:

• Company summaries Access comprehensive overviews of client organizations
• Relationship activity summaries Track and analyze all interactions and engagement points
• Opportunity and deal summaries Consolidate key information about potential deals and their statuses

By summarizing and tagging data, DealCloud lets advisory teams easily find the information and insights they need to make the best decisions and drive success.

Get a competitive advantage with AI

Advisory professionals who embrace AI-powered productivity tools are better equipped to build stronger client relationships, uncover opportunities faster, and deliver more value to their clients. Schedule a demo to see how DealCloud can help your firm enhance its relationship management and business development strategy.

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