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Description
Efficiently review, resolve, and report conflicts of interest from a unified platform. With Intapp Conflicts, risk analysts at your firm can investigate and evaluate potential conflicts by utilizing a comprehensive pool of client data sourced from your firm's databases and external providers. The integration of AI significantly accelerates the conflict clearance procedure by identifying results that may contain issues, thereby allowing analysts to concentrate their review efforts and save valuable time. Minimize the duration required for conflict analysis and resolution, ensuring that decisions are consistently in line with the firm's risk parameters. Centralize the essential information and processes that safeguard your firm against potential risks. Conduct swift searches for potential conflicts while traveling or away from the office. Leverage AI to assist analysts in quickly identifying and addressing conflicts by highlighting critical issues. Monitor unique elements such as audit clients and relevant independence regulations, while also enhancing reporting capabilities with dynamic and interactive conflict reports. This innovative approach not only boosts efficiency but also reinforces the firm's commitment to maintaining robust compliance standards.
Description
Quickly gather essential risk-related data for both new and existing business engagements using Intapp Intake. Expedite thorough due diligence with precision by employing contemporary business practices, which encompass dynamic risk-based questionnaires, workflows, and scoring models that seamlessly integrate with your existing systems and reliable third-party data sources. Enhance the speed and accuracy of information collection and risk evaluation. Ensure that your onboarding choices are in harmony with your firm's strategic objectives. Centralize the pivotal information and processes that safeguard your organization. Create improved workflows through dynamic forms and approval routing systems. Implement firm policies efficiently through the automated generation and gathering of engagement letters. Simplify the collection of external data for internal risk assessment activities, such as assessing lateral hires or anti-money laundering processes. Align onboarding decisions with your firm’s risk tolerance using clearly defined risk-scoring metrics. This integration not only facilitates compliance but also enhances the overall efficiency of your risk management procedures.
API Access
Has API
API Access
Has API
Integrations
Bureau van Dijk Review
D&B Connect
Microsoft 365
S&P Capital IQ Desktop
Integrations
Bureau van Dijk Review
D&B Connect
Microsoft 365
S&P Capital IQ Desktop
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/conflicts/
Vendor Details
Company Name
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/intake/
Product Features
Conflict Checking
Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking
