Intapp Conflicts
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S&P Global Market Intelligence data available via Intapp Conflicts provides professional service firms with the tools needed to thoroughly evaluate new business, onboard clients quickly, and monitor relationships. The solution's automated workflows help firms to substantially decrease their likelihood of taking on business that presents a conflict of interest. This native data integration allows you to streamline your process for identifying corporate conflicts of interest and sends automatic notifications as circumstances change.
Service Provider Information
Intapp, Inc. provides software solutions that enable professional services firms to enhance client success, manage risk, increase profitability, reduce operational costs, and improve business process efficiency.
Key Information
Use Cases
- Identify potential conflicts of interest before onboarding clients with corporate structure data.
- Cleanse your data by matching existing accounts, streamlining batch updates, and establishing a single source of data.
- Enrich accounts, contacts, and leads with ownership, financials, corporate structure, people data, and more via the Intapp CRM module.
- Utilize a custom Intapp OnePlace configuration with our data mapped to your proprietary taxonomy and workflows.
Benefits
- Streamline business intake processes: Simplify your corporate-linkage research when taking on new business and completing the conflicts-clearing process.
- Reduce risk with ongoing monitoring: Import, store, monitor, and update your clients, company corporate tree, shareholders, and board members data in real time.
- Remove disconnected searches and custom coding: By incorporating search directly into your conflicts-clearance software, this native integration eliminates the need to interrupt your workflow and import data into your conflicts system. Set up for this solution is simple.