{"id":981367,"date":"2026-07-14T08:50:02","date_gmt":"2026-07-14T12:50:02","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/intapp-expands-strategic-partnership-with-moodys-to-bring-counterparty-intelligence-directly-into-professional-workflows-via-intapp-celeste\/"},"modified":"2026-07-14T08:50:02","modified_gmt":"2026-07-14T12:50:02","slug":"intapp-expands-strategic-partnership-with-moodys-to-bring-counterparty-intelligence-directly-into-professional-workflows-via-intapp-celeste","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/intapp-expands-strategic-partnership-with-moodys-to-bring-counterparty-intelligence-directly-into-professional-workflows-via-intapp-celeste\/","title":{"rendered":"Intapp expands strategic partnership with Moody\u2019s to bring counterparty intelligence directly into professional workflows via Intapp Celeste"},"content":{"rendered":"<p>        <!--.bwlistdisc { list-style-type: disc }body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>Intapp expands strategic partnership with Moody\u2019s to bring counterparty intelligence directly into professional workflows via Intapp Celeste<\/b><\/p>\n<p><i>Celeste now surfaces Moody\u2019s credit risk, entity screening, and ownership data at the moment of decision \u2014 through natural conversation and without disrupting the workflow<\/i><\/p>\n<p>PALO ALTO, Calif.&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nDeal professionals and risk teams spend significant time switching between platforms to gather counterparty intelligence \u2014 often at the precise moment a decision is in motion. Intapp (NASDAQ: INTA) today announced an expansion of its strategic partnership with Moody\u2019s that helps reduce that friction.<\/p>\n<p>\nClients across the legal, private capital, and accounting verticals will benefit from new integration between Moody\u2019s data and Intapp Celeste, Intapp\u2019s agentic AI platform purpose-built for professional firms.<\/p>\n<p>\nThrough natural conversation, Celeste surfaces Moody\u2019s financial risk intelligence, entity screening results, ownership structures, and company intelligence directly within the workflows professionals use every day \u2014 no context-switching required. By moving from data access to embedded intelligence, Intapp and Moody\u2019s enable clients to unlock greater value:<\/p>\n<ul class=\"bwlistdisc\">\n<li>\nDeal professionals can surface Moody\u2019s counterparty risk signals, ownership structures, and financial health indicators directly within Intapp DealCloud at the moment of decision \u2014 enabling faster, better-informed deal execution.<\/p>\n<\/li>\n<li>\nProfessional services firms can directly access Moody\u2019s entity and ownership data within new business intake and conflicts workflows \u2014 accelerating client onboarding and strengthening regulatory defensibility.<\/p>\n<\/li>\n<li>\nPrivate capital and accounting firms can directly access Moody\u2019s credit signals and counterparty screening during portfolio monitoring, fund diligence, and entity verification \u2014 reducing manual research and context switching while accelerating decision-making.<\/p>\n<\/li>\n<\/ul>\n<p>\n\u201cProfessional services firms operate in high-stakes, relationship-intensive environments where decisions carry long-term consequences,\u201d said Helen Rider, Head of Global Sales at Moody\u2019s. \u201cMoody\u2019s data has always been designed for exactly these moments \u2014 and our expanded partnership with Intapp now puts that intelligence inside Intapp\u2019s AI-native workflows. That&#8217;s the kind of embedded intelligence that changes how professional services firms operate.\u201d<\/p>\n<p>\nThe Celeste and Moody\u2019s integration is built on the Model Context Protocol (MCP), an emerging open standard for connecting AI systems to external data sources and tools. Moody\u2019s MCP server allows its data and analytics to be accessed programmatically by AI platforms like Celeste, enabling richer, more contextual responses grounded in structured financial intelligence.<\/p>\n<p>\n\u201cCeleste was designed to meet professionals in their workflow \u2014 not pull them out of it,\u201d explained Don Coleman, Chief Operating Officer at Intapp. \u201cIntegrating Moody\u2019s intelligence through MCP is a perfect expression of that vision. Our clients can now surface counterparty risk, credit signals, and entity data through a natural conversation with Celeste, without breaking their concentration or their process. This sets a new standard for how AI serves professional services \u2014 and marks a meaningful next chapter in our partnership with Moody\u2019s.\u201d<\/p>\n<p>\nThe Celeste and Moody\u2019s MCP integration is available now to Intapp customers with an active Moody\u2019s data subscription. Existing customers can activate the integration through their Intapp customer success team; no additional licensing is required on the Intapp side.<\/p>\n<p>\nFor more information, visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.intapp.com%2Fceleste%2F&amp;esheet=54569933&amp;newsitemid=20260714015347&amp;lan=en-US&amp;anchor=intapp.com%2Fceleste&amp;index=1&amp;md5=8a4886376ba3d844144cf73574b8f7db\">intapp.com\/celeste<\/a> or contact your Intapp account representative.<\/p>\n<p><b>About Intapp<\/b><\/p>\n<p>\nIntapp (NASDAQ: INTA) is the governed AI platform for professional firms in highly regulated industries. Intapp\u2019s vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world\u2019s top firms trust Intapp\u2019s industry-specific enterprise solutions at <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.intapp.com%2F&amp;esheet=54569933&amp;newsitemid=20260714015347&amp;lan=en-US&amp;anchor=intapp.com&amp;index=2&amp;md5=382178bb3bf9cd7fc624a429c3810c1c\">intapp.com<\/a>.<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260714015347r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20260714015347\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20260714015347\/en\/<\/a><\/span><\/p>\n<p><b>Media contacts<br \/>\n<br \/><\/b><br \/>Intapp<br \/>\n<br \/>Emily Martinez<br \/>\n<br \/>Global Media and Communications Director<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:press@intapp.com\">press@intapp.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> United States North America California<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Technology Finance Consulting Banking Accounting Professional Services Software Data Management Artificial Intelligence<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20260714015347\/en\/2507923\/3\/Intapp_Logo_FullColor_Positive.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Intapp expands strategic partnership with Moody\u2019s to bring counterparty intelligence directly into professional workflows via Intapp Celeste Celeste now surfaces Moody\u2019s credit risk, entity screening, and ownership data at the moment of decision \u2014 through natural conversation and without disrupting the workflow PALO ALTO, Calif.&#8211;(BUSINESS WIRE)&#8211; Deal professionals and risk teams spend significant time switching between platforms to gather counterparty intelligence \u2014 often at the precise moment a decision is in motion. Intapp (NASDAQ: INTA) today announced an expansion of its strategic partnership with Moody\u2019s that helps reduce that friction. Clients across the legal, private capital, and accounting verticals will benefit from new integration between Moody\u2019s data and Intapp Celeste, Intapp\u2019s agentic AI platform purpose-built for professional firms. Through natural &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/intapp-expands-strategic-partnership-with-moodys-to-bring-counterparty-intelligence-directly-into-professional-workflows-via-intapp-celeste\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Intapp expands strategic partnership with Moody\u2019s to bring counterparty intelligence directly into professional workflows via Intapp Celeste&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-981367","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Intapp expands strategic partnership with Moody\u2019s to bring counterparty intelligence directly into professional workflows via Intapp Celeste - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/intapp-expands-strategic-partnership-with-moodys-to-bring-counterparty-intelligence-directly-into-professional-workflows-via-intapp-celeste\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Intapp expands strategic partnership with Moody\u2019s to bring counterparty intelligence directly into professional workflows via Intapp Celeste - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Intapp expands strategic partnership with Moody\u2019s to bring counterparty intelligence directly into professional workflows via Intapp Celeste Celeste now surfaces Moody\u2019s credit risk, entity screening, and ownership data at the moment of decision \u2014 through natural conversation and without disrupting the workflow PALO ALTO, Calif.&#8211;(BUSINESS WIRE)&#8211; Deal professionals and risk teams spend significant time switching between platforms to gather counterparty intelligence \u2014 often at the precise moment a decision is in motion. Intapp (NASDAQ: INTA) today announced an expansion of its strategic partnership with Moody\u2019s that helps reduce that friction. Clients across the legal, private capital, and accounting verticals will benefit from new integration between Moody\u2019s data and Intapp Celeste, Intapp\u2019s agentic AI platform purpose-built for professional firms. 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Intapp (NASDAQ: INTA) today announced an expansion of its strategic partnership with Moody\u2019s that helps reduce that friction. Clients across the legal, private capital, and accounting verticals will benefit from new integration between Moody\u2019s data and Intapp Celeste, Intapp\u2019s agentic AI platform purpose-built for professional firms. 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