Intapp released a DealCloud with Celeste plug in for ChatGPT for Financial Services, available to eligible Intapp clients from 10 September. The plug in lets a professional query the firm's own client, deal, investor and relationship records from inside ChatGPT, with Intapp's information barriers, material non public information rules and independence obligations enforced on every answer, so a user sees only what they could already see in DealCloud.
Our readRoughly 1,700 private capital and investment banking firms run DealCloud, and this is the first time that relationship record is reachable from a frontier model without a data export. The claim to test is the barrier model: Intapp says the walls a firm configures once hold wherever its knowledge goes next, and a compliance team should prove that on a restricted deal before the bankers do.