#1 most frequent
United States of America
74.5%111 installations of 149
What is Intapp Intake?
Intapp Intake is a client onboarding software solution designed to take on new business while managing regulatory, financial, and reputational risks. The vendor states users will streamline management of the entire business-acceptance lifecycle with a configurable interface that automates manual intake processes and lets users leverage natively embedded content within the software.
Categories & Use Cases
Who Buys & Uses Intapp Intake
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
18.1%27 installations of 149
#3 most frequent
Canada
4.7%7 installations of 149
Intapp Intake - A need for any Analyst
Use Cases and Deployment Scope
We use intapp intake to process new business requests. Intapp is used by multiple teams at multiple levels to screen and analyze any and all potential conflicts as well as process new business requests as they get entered. Intapp Intake is very useful in finding client registrations and status' of each registration.
Pros
- Conflict analysis
- Easy to use interface
- Displays client information
Cons
- Dark mode
- Latency issues and crashes
- Irrelevant results being removed
Most Important Features
- Special keyboard functions
- Data filters
- Information management
Return on Investment
- Intapp has helped our teams be more efficient
- Intapp has made our job easier
- Intapp has been the main tool for performing our duties
Other Software Used
D&B Hoovers