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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.
Description
Intapp Walls enables your organization to effectively oversee, protect, and implement access restrictions to confidential and sensitive data across all systems from one central hub, ensuring that user productivity remains unaffected. It provides comprehensive traceability for wall management, monitoring access, and identifying any attempted breaches. The system maintains the confidentiality of all sensitive client information while adapting to policy and procedural updates from a single location. It secures and manages the safeguarding of sensitive data within the firm’s infrastructure. Additionally, it upholds ethical wall maintenance and compliance with policies through user acknowledgments and dynamically updated access rights. Unauthorized changes are automatically rectified, and proper access is ensured through integrated monitoring and detection mechanisms. Users are kept informed about updates to ethical walls, internal team changes, and acknowledgments via scheduled, on-demand, and event-triggered notifications, ensuring transparency and accountability throughout the organization. With these capabilities, Intapp Walls not only enhances security but also fosters a culture of compliance and awareness among team members.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Bureau van Dijk Review
D&B Connect
Microsoft Copilot
Microsoft Graph
Microsoft SharePoint
Microsoft Teams
S&P Capital IQ Desktop
Integrations
Microsoft 365
Bureau van Dijk Review
D&B Connect
Microsoft Copilot
Microsoft Graph
Microsoft SharePoint
Microsoft Teams
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/intake/
Vendor Details
Company Name
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/walls/