Intapp, the governed AI platform for professional firms in highly regulated industries, announced its DealCloud with Celeste plug-in for ChatGPT for Financial Services. Celeste is Intapp's Firm AI expert co-worker that knows the firm: its clients, its funds and investors, and the judgment calls partners have made over the years. ChatGPT for Financial Services is a tailored ChatGPT experience that combines built-in financial data with GPT-6 Astra's reasoning to help teams develop research, financial models, and client materials in their firm's formats.
Intapp collaborates with OpenAI to deliver DealCloud with Celeste plug-in
Brings firm's client, deal, and relationship record into ChatGPT for Financial Services
Celeste is Intapp's Firm AI expert co-worker that knows the firm
Thousands of firms run on Intapp, roughly 1,700 in private capital and investment banking
Enforces material non-public information, information barriers, and independence obligations
Available to eligible Intapp clients beginning today
With the DealCloud with Celeste plug-in for ChatGPT for Financial Services, professionals can:
Walk into any meeting carrying the firm's entire history with that relationship, not just their own
Find the shortest path to a decision, through the colleagues who already hold the relationship
Know where every live deal stands and what it needs next, without chasing it down
Thousands of firms run their business on Intapp, roughly 1,700 of them in private capital and investment banking. That is the foundation Firm AI arrives with – deal, investor, and relationship history already structured and governed at scale, across the firms that shape the market. Intapp has spent more than a decade building that understanding into DealCloud. Now with Celeste, it's available in ChatGPT for Financial Services.
A firm can only put its knowledge in front of a model if what's confidential stays confidential. Intapp has spent two decades enforcing material non-public information, information barriers, and independence obligations -- long before frontier models made any of this a live question. The firm sets those rules once, inside Intapp, and they hold wherever its knowledge goes next. Today, that includes ChatGPT for Financial Services.
"Frontier models know the world. But they don't know your firm: who you cover, what you've committed to, what your people are and aren't permitted to see. Intapp built Celeste to be that intelligence, and we're proud to bring this plug-in into ChatGPT for Financial Services for the world's leading financial firms. Everything else in this market can be bought. What a firm knows cannot," said Thad Jampol, Co-founder and Chief Product Officer, Intapp.
