What is Intapp?
Intapp is an AI-powered software designed for professional and financial services firms to drive sustainable growth while effectively managing risk. It enhances productivity, streamlines workflows, and ensures compliance with industry regulations.
How to use Intapp?
First, set up your account by entering firm information and configuring preferences. Then leverage the client relationship management module to streamline communication, use workflow optimization tools to automate routine tasks, and utilize data analytics to gain actionable insights for informed decision-making.
Core features of Intapp?
- Client Relationship Management: Enhance client interactions with a comprehensive CRM system
- Workflow Optimization: Automate repetitive tasks to increase efficiency
- Compliance Automation: Ensure regulatory compliance with automated alerts and checks
- Data Analytics: Gain valuable insights from data to make informed business decisions

