Growing private equity consulting firm will modernize business development strategies and foster Activator behaviors
PALO ALTO, Calif., Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals in advisory, legal, and capital markets firms, today announced that private equity-focused financial and technology consulting firm Accordion has selected Intapp DealCloud as its relationship management platform.
Leading change
“As we looked to foster strategic growth, we knew we needed an enterprise-wide relationship management platform that aligns with the complex web of relationships and workflows our partners navigate daily,” said Nick Leopard, CEO and Founder at Accordion. “Intapp deeply understands what it takes to win new business in our market and has infused that understanding into the way Intapp DealCloud functions.”
Modernizing business development
With DealCloud, Accordion will have a single destination for its professionals to find and reference communications, workflows, and other data relating to client pursuits and engagements. Access to collective firm intelligence helps teams strengthen relationships, accurately track and forecast pipeline, and accelerate execution. Centralizing engagement data and Accordion’s daily activities will also provide new, actionable insights into client trends and industry developments.
Building on The Rainmaker Genome Project research, DealCloud will help Accordion professionals adopt an Activator mindset, giving them a competitive edge in managing client relationships and growing the business. Access to valuable relationship intelligence will foster key Activator behaviors: consistently dedicating time to business development, building a robust network, and staying connected with contacts via a cadence of timely, relevant outreach. Additionally, the DealCloud Activator experience will simplify the complex process of client interaction by providing tools and guidance for prioritizing outreach, building networks, and understanding client needs.
Multiplying success with Intapp
“We are excited to work with Accordion as they accelerate their growth efforts and prioritize creating an Activator culture,” said Ben Harrison, President, Industries at Intapp. “Centralizing engagement data in Intapp DealCloud will help the firm support its professionals as they forge deeper client relationships, and set the right behaviors as they work to grow the business.”
About Intapp
Intapp helps professionals unlock their teams’ knowledge, relationships, and operational insights to increase value for their firms. Using the power of Applied AI, we make firm and market intelligence easy to find, understand, and use. With Intapp, professionals can apply their collective expertise to make smarter decisions, manage risk, and increase competitive advantage. The world's top firms — across accounting, consulting, investment banking, legal, private capital, and real assets — trust Intapp’s industry-specific solutions to drive new growth and multiply opportunity. For more information, visit intapp.com and connect with us on X, formerly Twitter (@intapp) and LinkedIn.
About Accordion
Accordion is a private equity-focused financial and technology consulting firm. Rooted in a heritage of serving the office of the CFO, Accordion works at the intersection of sponsors and management teams to maximize value. The firm’s services span the entire CFO function – including operational and technical accounting, strategic financial planning and analysis, CFO-related technology, transaction execution, interim leadership, and turnaround & restructuring solutions. Across all of Accordion’s services, clients are supported by deep expertise in data & analytics, CFO-specific technology and finance-led transformations. Accordion is headquartered in New York with eleven offices around the globe. For more information, please visit https://www.accordion.com/
Intapp
Ali Robinson
Global Media Relations Director, Intapp
[email protected]
(GLOBE NEWSWIRE)
