Intapp (NASDAQ: INTA), a governed AI platform for professional firms in regulated industries, today announced a new collaboration with OpenAI. The Intapp DealCloud with Celeste plug-in for ChatGPT for Financial Services is being introduced as part of the collaboration. The new plug-in allows eligible professionals to access their firm’s client, deal and relationship records through ChatGPT, with access to such information being controlled by Intapp through its DealCloud platform.
Celeste is Intapp’s expert AI co-worker on Firm. It knows the firm’s clients, money, investors and relationship history. It also reflects the judgment decisions partners have made over the years. In the meantime, ChatGPT for Financial Services offers a tailored ChatGPT experience for finance professionals. The platform utilizes the built-in financial data and reasoning abilities of GPT-6 Astra.
As a result, teams can develop research, financial models, and client materials. They can also work within formats used by their respective firms. Intapp already supports thousands of firms across professional services. Roughly 1,700 of those firms operate in private capital and investment banking.
That existing presence provides an important foundation for Firm AI. Deal, investor, and relationship history already sits within structured and governed systems. Intapp has spent more than a decade developing this knowledge through DealCloud. Now, the company brings that firm-specific intelligence into ChatGPT for Financial Services.
Thad Jampol, Co-founder and Chief Product Officer, Intapp“Frontier models know the world. But they don’t know your firm: who you cover, what you’ve committed to, what your people are and aren’t permitted to see. Intapp built Celeste to be that intelligence, and we’re proud to bring this plug-in into ChatGPT for Financial Services for the world’s leading financial firms. Everything else in this market can be bought. What a firm knows cannot.”
What Intapp DealCloud Enables for Financial Professionals
The Intapp DealCloud with Celeste plug-in can support several important workflows. Financial professionals can use the solution to access firm knowledge during daily activities. Professionals can enter meetings with a broader view of existing relationships. They can review the firm’s history with a relationship instead of relying only on personal knowledge.
The solution can also assist professionals to find the right internal connections. They can find colleagues who already work with or understand certain relationships. Plus, teams can get clearer visibility into active deals. They can see the status of a deal and what actions need to be taken next.
This means experts are able to spend less time looking across internal systems. Rather they can more directly focus on decisions, relationships and client needs. The approach gets firm-specific intelligence closer to the workflows professionals already use. It also integrates existing DealCloud knowledge with ChatGPT for Financial Services.
Why Governed Firm Knowledge Matters
Financial services firms handle highly confidential information every day. Therefore, firms need strong controls before exposing internal knowledge to AI models. Intapp has focused on these requirements for decades. The company has enforced material non-public information policies and information barriers. It has also addressed independence obligations across regulated professional environments. These controls existed long before frontier AI models became widely adopted.
Firms can set these rules on the Intapp platform. Those rules then apply wherever the firm’s knowledge is applied. Today, that means ChatGPT for Financial Services. The model can therefore operate with firm knowledge under governance established through Intapp.
This approach is especially relevant for financial institutions and professional firms. These organizations must balance their use of AI with confidentiality and regulatory requirements. The Intapp DealCloud integration balances that, connecting firm knowledge with governed AI capabilities.
Availability of the New Plug-In
The DealCloud with Celeste plug-in is available through ChatGPT for Financial Services. Eligible Intapp clients can access the plug-in beginning today.
The launch expands how financial professionals can interact with information stored within their firms. It also gives firms another way to bring internal knowledge into AI-powered workflows.
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News Source: Businesswire.com
