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DealCloud / Workflow Automation| FinTech

DealCloud

DealCloud is an American FinTech company that makes deal-management, expense-management and accounting software for large enterprises, investment firms and banks.

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About the project

The company has 700+ large clients in its portfolio and has been named the most promising technology vendor for capital markets by the journal CIO Review.

The challenge

The main competitive advantages of DealCloud are quality customer service and CRM adaptability. The company takes responsibility for customizing the platform to fit the needs of each customer, no matter how many branches or how high a valuation they might have. As a result, clients can find all the information they need about the financial state of a company and the progress of the deals in the one place.

In 2016, the flexibility of the platform, which the customers valued so highly, came under threat: the SharePoint-based infrastructure was rapidly becoming rigid and outdated. DealCloud contacted iTechArt to implement web and mobile CRMs that would let users quickly close deals and connect to any third-party data providers.

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Solutions and results

DealCloud only had three engineers, so we got together a top-notch web developer, DevOps and QA team, who became the main driving force behind the project. The CRM task pool soon expanded further: after acquiring Intapp, DealCloud asked our team to develop a unique solution called OnePlace. This platform would help structure work within a network of partner organizations. The pandemic hasn’t really affected the work: in 2020, our project team kept expanding and doubled in size, launching a number of brand-new modules based on AI and cloud technologies.

The updated feature set and scalability of the platform let DealCloud double its customer list. The company currently supports over 25,000 major investors, merger and acquisition consultants, and other transaction specialists. A number of important integrations executed by iTechArt has allowed DealCloud’s customers to gain access to the world’s largest repository of financial data and close more deals in a set amount of time.

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