Intapp, DealCloud and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms

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Client-Initiated collaboration integrates market-leading data for a seamless user experience


PALO ALTO, Calif. — May 21, 2020 —  Intapp and DealCloud today announced a collaboration with S&P Global Market Intelligence to allow native integration of S&P Global Market Intelligence data into the Intapp OnePlace for Risk and DealCloud platforms. Brought about as a result of client requests, these native integrations provide a faster, simpler and more efficient solution for onboarding new clients, executing on deal-making activities and managing the client lifecycle end-to-end.


Intapp OnePlace for Risk provides professional service firms with the solutions they need to thoroughly evaluate new business, onboard clients quickly, and monitor relationships. S&P Global Market Intelligence data will enrich Intapp’s OnePlace for Risk solution, enabling clients to easily identify corporate conflicts and receive automatic notifications as circumstances change – all inside the Intapp platform.


DealCloud DataCortex enables financial services professionals to manage proprietary and third-party data in one unified platform, empowering them to run complex reports, analyze industry trends, and visualize data in the same hub where deals are originated and relationships are managed. With S&P Global Marketing Intelligence, DealCloud’s capital markets clients can make critical decisions more quickly and identify new, meaningful opportunities.


Greg Gartland, Chief Product Officer of S&P Global Market Intelligence said, “When it comes to executing transactions, our joint users demand relevant and timely information, particularly around the complexities of corporate structures and any potential conflict-of-interest concerns. The availability of our data in the Intapp and Dealcloud platforms will provide law firms and financial service professionals the essential intelligence they need to achieve greater workflow efficiencies and streamline their due diligence, particularly around private companies.”


Through this collaboration, clients can now enrich their company records instantaneously with market-leading S&P Global Market Intelligence data, including firm and professional profiles, transactions, and private company metrics.


With the integration of S&P Global Market Intelligence data in to DealCloud’s DataCortex solution, financial services professionals will be able to seamlessly link and view proprietary and third-party data from S&P Global in one unified platform. This will help empower DealCloud’s capital markets clients to more effectively source deals and manage relationships.


Dan Tacone, President and Chief Client Officer, Intapp said, “Client satisfaction is our top priority. We are constantly listening to our clients and working to innovate solutions based on their feedback and needs. Integrating S&P’s data more deeply within our cloud platforms will surface critical information for front and back office professionals seamlessly within their existing workflow.”


James West, Global Head of Professional Services, S&P Global Market Intelligence said, “Clients demand timely information, particularly around potential conflict issues in the corporate tree of a potential or current client or a conflict of interest within a subsidiary company. Data from S&P Global Market Intelligence helps firms easily identify conflicts and opportunities in ever-changing corporate structures as they occur, thus improving workflow and ensuring accuracy.”


James further added: “Users will be able to access core company firmographics, professional profiles, and transaction details to improve client prospecting. And with S&P Capital IQ key identifiers, users will be able to leverage the same data from desktop solution to DealCloud environment, creating a single source of truth. The DealCloud and S&P Global Market Intelligence partnership will make it easy for capital markets firms to get started with essential data to identify the next investment opportunity.”


Ben Harrison, President of Financial Services, DealCloud said, “This partnership is the result of our mutual clients confirming to us that S&P Global Market Intelligence data is invaluable in their deal, relationship, and firm management activities. For many firms, S&P Global Market Intelligence is their data provider of choice and it just made sense to permit our clients to utilize this information natively within DealCloud.”



About S&P Global Market Intelligence

At S&P Global Market Intelligence, we know that not all information is important—some of it is vital. We integrate financial and industry data, research and news into tools that help clients track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuations and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction.  S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). For more information, visit


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