Investment banks are under pressure to move faster on pipeline, sourcing, and client prep — without adding headcount. This session recaps the key announcements from Intapp's July launch and unpacks the challenges facing investment banking and advisory teams today.

We'll then walk through Intapp Celeste use cases built for those challenges: preparing for weekly pipeline meetings, sourcing buyer contacts for a deal, refreshing sponsor intelligence, and getting ready to pitch a board.

See how Firm AI turns hours of manual prep into agent-driven workflows dealmakers can rely on every week.