Fostering connections in fintech
DealCloud, a fintech company that equips traditional financial institutions with CRM and deal management software, strives to be anything but traditional in how they respond to their customers’ evolving needs.
Taking a hard look at their aging and inflexible SharePoint-based infrastructure back in 2016, the DealCloud team knew it was time to bring in an experienced partner who could deliver a more innovative, streamlined platform.
Following a rigorous selection process, they chose iTechArt to implement web and mobile CRM apps, designed to help users execute deals and connect with any third-party data provider on the go. To accelerate the digital transformation, we brought together our best specialists across web development, DevOps, and QA, and formed seven agile, cohesive sub-teams to collaborate in tandem.
With only three in-house engineers on the client’s side, we quickly became DealCloud’s core squad, scaling from six to 83 professionals to match their ever-growing success — but we were nowhere near the finish line.
In 2018, DealCloud was acquired by Intapp, and we were further entrusted with the development of its one-of-a-kind connected firm management solution, OnePlace.
Owing to such a stable foundation, the pandemic hardly impacted the company’s operation; in 2020, our team doubled in size to deliver a number of brand-new modules powered by AI and cloud technologies.
Thanks to the scalability of the platform and its state-of-the-art features, DealCloud managed to double its client roster, now supporting over 25,000 principal investors, M&A advisors, and other deal professionals. Beyond that, a series of crucial integrations performed by iTechArt enabled their clients to access the world's largest storage of financial data as well as streamline logistics and close more deals, faster.