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.

Verified User

Employee in Corporate (10,001+ employees employees)

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

Intapp Intake

What is Intapp Intake?

Categories & Use Cases

Reviews

Intapp Intake - A need for any Analyst