Aurea Process vs. Intapp Conflicts

The tool has potential. Its capabilities and visual aspects could be considered rather basic but this might improve, particularly if the business intelligence/analytics aspect is leveraged. Once running well, it could allow (perhaps smaller) companies to successfully improve their customers' experiences through digitalizing customer journey - and we all know that customer loyalty goes a long way. However, whether or not the tool is comprehensive enough to deliver this for larger companies with more complex, multi- and omni-channel interactions is yet to be seen...

Incentivized

Intapp is great for storing your conflicts database and files associated with matters. I find that its user interface is really friendly. I have yet to see an analyst that does not quickly learn how it functions. Going through files can be a little bit more onerous because the way they are listed and naming conventions can vary, but overall I find it a very helpful tool for running conflicts

Incentivized

• Face-lifted platforms: CX Messenger (formerly Sonic), CX Monitor (formerly Actional), CX Process (formerly Savvion)
• User-friendly UI
• Relatively painless implementation

Incentivized

• Allows for easy review of conflicts within the database
• Has a very friendly user interface
• Easy ability to communicate with downstream teams and local offices
• Customizable searches with search parameters (default settings)

Incentivized

• Standard edition is significantly lighter touch than the (pricier) Enterprise version
• There are similar solutions on the market that are competitively prices and offer positive user experience
• Data migration can be tricky at times

Incentivized

• Dark Mode option would make for a friendlier user experience
• Being able to paste outside information directly from copying (i.e., do not have to use a notepad to avoid formatting issues)
• An easily accessible user guide (one click access)

Incentivized

I have only ever used Intapp in the law firm setting. My only other experience is using legal and research search engines, which do not fit within the realm of Intapp per se.

Incentivized

• As our customers vary in size and maturity, the ROI ranges accordingly.
• For younger, smaller businesses this is a useful tool. Digitalization of he customer journey has certainly helped save time and efforts in many cases.
• For more mature market players the tool is not always comprehensive enough. Dashboard and report personalization take time and efforts, and sometimes it feels that a dedicated BI tool would be a more suitable solution.

Incentivized

• It helps reduce risk to our firm
• It has allowed us to have the forms we use be interconnected, so we avoid wasting time on submission of separate forms
• The report we have now also allows Partners to review conflicts on their own even without us providing a summary (helpful for afterhours for the Partners)

Incentivized