Forvis Mazars Capital Advisors Adopts Intapp DealCloud with Celeste for AI-Driven Deal Automation
Event summary
- Forvis Mazars Capital Advisors has selected Intapp DealCloud with Celeste to automate core deal workflows and surface insights from integrated data sources.
- Celeste's agentic AI capabilities will automate tasks such as building buyer lists, tracking deal milestones, and managing outreach at scale.
- The implementation is part of a firmwide initiative to embed agentic AI across Forvis Mazars' platforms.
- Intapp DealCloud serves as the single system of record for relationships, deal pipeline, and market intelligence for Forvis Mazars Capital Advisors.
The big picture
Forvis Mazars Capital Advisors' adoption of Intapp DealCloud with Celeste reflects a broader industry trend towards AI-driven automation in professional services. The move underscores the strategic importance of speed, precision, and data quality in corporate finance advisory work. As firms increasingly rely on AI to manage complex, data-intensive processes, the ability to automate routine tasks and surface actionable insights will become a key differentiator in the market.
What we're watching
- AI Integration
- How the integration of agentic AI will impact the efficiency and accuracy of deal workflows at Forvis Mazars Capital Advisors.
- Competitive Advantage
- Whether Forvis Mazars can sustain a competitive edge through AI-driven automation in the corporate finance advisory space.
- Market Trends
- The pace at which other firms in the accounting and consulting sectors adopt similar AI-driven solutions.