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Overview

We're here to empower financial services CRM and SaaS platforms and their clients to maximize adoption and success.

News

Blog 19 days ago
The AI Advantage Your Competitors Can't Buy
Sit through enough AI conversations at mid-market GPs, and you notice they're all the same conversation. Which tool. Which vendor. Which license tier. Whether to wait for the platform to ship it or go build something now. Those are real decisions, but non
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Blog 25 days ago
Using DealCloud's MCP to Put Context Behind Your Pipeline Report
You already have a weekly pipeline report, and it probably works fine. It tells you what's open and what it's worth. What it doesn't tell you is what changed - that answer is buried in deal history, and nobody has a free afternoon every Monday to go hunti
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Blog 1 month ago
AI Deal Ingestion in CRM: From Email to Deal Record in 1 Min
Most deals start as an email - a banker's teaser, a sponsor forwarding a CIM - and then someone on your team reads it, opens the CRM, and types it in by hand.In the video below, that step is automated end-to-end, running live against a real mailbox and a
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News Cymela 2 months ago
First of its kind
Monarch Chrysalis 1, a sparse mixture-of-experts (MoE) model with latent-space reasoning. The model
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Blog 2 months ago
What DealCloud's MCP Server Actually Does, and Where It Fits Alongside Celeste
I have had a version of the same conversation with a dozen firms over the past few months. Someone forwards an Intapp announcement and asks whether they should be paying attention to Celeste, the DealCloud MCP Server, or both. The two names sit next to ea
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Blog 2 months ago
Live on DealCloud, Now What? DealCloud Best Practices for Life After Go-Live
Go-live is a milestone rather than a finish line, and the firms getting real value from DealCloud a year later are rarely the ones with the most elaborate configuration. Across more than 4,500 DealCloud projects and 1,400+ clients, what separates them is
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News Masterpiece Official Site PBS 2 months ago
Monarch of the Glen: Cast Announced for the MASTERPIECE PBS Series
Learn about the cast of the fresh reimagining of Monarch of the Glen, a rich, romantic and humorous family saga set in the Scottish Highlands.
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Offices

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Franklin United States
Regional office
99 E. Main Street, Franklin, TN, 37604, US
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