Forvis Mazars Capital Advisors selects Intapp DealCloud with Celeste for deal workflow automation
INTA•Forvis Mazars Capital Advisors selects DealCloud with Celeste
Intapp reported that Forvis Mazars Capital Advisors selected DealCloud with Celeste as part of a firmwide agentic AI rollout.
Celeste will automate core deal workflows, including buyer list creation, outreach management and milestone tracking.
DealCloud will serve as the system of record for relationships, deal pipeline and market intelligence to support AI-driven insights.
