Case Study: Cassel Salpeter & Co. streamlines workflows and reporting with Intapp DealCloud

Cassel Salpeter & Co - Customer Case Study

Cassel Salpeter & Co., an independent investment banking firm, needed a CRM that could better support its boutique team after years of maintenance issues and customization frustrations with Microsoft Dynamics and other systems. The firm wanted a solution tailored to financial services and dealmaking, so it turned to Intapp’s DealCloud platform.

With Intapp’s DealCloud, Cassel Salpeter established a single source of truth for relationship, project, and activity management, while also improving onboarding, workflow management, reporting, and marketing through DealCloud Dispatch. The firm fully implemented the platform in just two months, gained real-time productivity tracking and greater transparency, and reduced weekly status report creation from hours to as little as 15 minutes.

Cassel Salpeter & Co

ScottSal peter

President and Co -founder