Name: Intapp Intake
Rating: 10 (1 reviews)
Author: Intapp

Overview

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…

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Intapp Intake - A need for any Analyst

Rating: 10 out of 10

April 10, 2023

IncentivizedVetted ReviewVerified User

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 pro...

Verified user

Employee

1 year of experience

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Pricing

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Intapp Intake

N/A

Unavailable

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…

Entry-level set up fee?

No setup fee

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

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Product Details

About
Tech Details

What is Intapp Intake?

Intapp Intake Technical Details

Operating Systems	Unspecified
Mobile Application	No

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Intapp Intake - A need for any Analyst

Rating: 10 out of 10

Incentivized

April 10, 2023

Verified User

Vetted Review

Verified User

1 year of experience

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 and Cons

Conflict analysis
Easy to use interface
Displays client information

Likelihood to Recommend

Intapp is very useful when analyzing a database of information. Intapp is coded in a way that it performs special functions to find specific results that may be relevant for your search. The functions are easy to use and very helpful in conducting analysis. Because of these functions, Intapp does a lot of the hard work for you.