Cloud Investment Services News

Intapp Partners with BoardEx to Accelerate Business Development Efforts with Actionable Relationship Intelligence

Intapp Partners with BoardEx to Accelerate Business Development Efforts with Actionable Relationship Intelligence

New partnership enables professional and financial services firms to map relationship paths to 1.7 million executives worldwide from within the DealCloud platform

Intapp, a leading provider of cloud software for the global professional and financial services industry, announced a new partnership with BoardEx, an Altrata company, to help private capital, investment banking, legal, accounting, and consulting firms expand their market reach and win more business.

Through this partnership, Intapp clients subscribing to BoardEx’s global database of more than 1.7 million executives and board members can now directly access that data within DealCloud via an integration within DataCortex. New functionality will help users better ingest and take action on BoardEx data.

Latest Fintech News: dLocal Keeps Expanding African Footprint, Granted Payment Service Licenses for Kenya and Rwanda

Combining BoardEx’s intelligence on executive decision-makers and their connections with DealCloud’s relationship capture and nurture capabilities helps investors and advisors:

  • Expand their professional networks with access to continually updated executive leadership profiles, including industry experience and professional background
  • Find pathways to connection between existing and targeted relationships by identifying trusted referral sources
  • Track executive movement using alerts and data feeds to track career movement for key contacts at targeted companies

Latest Fintech News: CME Federal Credit Union Selects Upstart for Personal Lending

“As firms evolve their overall approach to winning new business, access to rich, up-to-date executive intelligence has become critical to expanding market reach,” said Lokesh Seth, General Manager of DealCloud at Intapp. “This new partnership with BoardEx combines market data with proprietary relationship intelligence, helping professional and financial services firms enhance networking initiatives like business development, executive recruiting, and market connections.”

“We are excited to partner with Intapp to bring enriched executive data to professionals in the DealCloud platform. Our joint capabilities will empower our clients’ workflows and save them time, as well as accelerate the identification of actionable connections and key decision-makers to expand their source networks,” said Maxwell Pamphile, Director of Partnerships at Altrata.

[To share your insights with us, please write to]

Related posts

Sky Systemz Announces Upcoming Launch of SkyFi – Mobile Business Checking

Fintech News Desk

One Inc Partners with Mastercard to Offer Real-Time Insurance Payments

Fintech News Desk

OppFi’s Lending Platform OppLoans Launches Same-Day Funding Service

Fintech News Desk