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    Natalie Howe • Bank of America

    Natalie Howe's questions to Intapp Inc (INTA) leadership

    Natalie Howe's questions to Intapp Inc (INTA) leadership • Q2 2025

    Question

    Speaking for Koji Ikeda, Natalie Howe asked how Intapp's partnerships, particularly with Microsoft, are expected to evolve and how the company's AI strategy contributes to that momentum.

    Answer

    CEO John Hall described the partner ecosystem as a core part of Intapp's strategy, with Microsoft being the largest and most strategic relationship. He highlighted that the two companies are working closely on applying AI to specific business problems for clients, including co-selling and co-deploying solutions. This deep integration gives clients confidence and helps bring enterprise-grade, applied AI applications to market, creating significant value.

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    Natalie Howe's questions to Vertex Inc (VERX) leadership

    Natalie Howe's questions to Vertex Inc (VERX) leadership • Q3 2024

    Question

    Natalie Howe, on for Brad Sills, asked for an update on cross-selling activity, noting that management had previously anticipated a pickup in the second half of the year, and inquired how that was tracking against expectations.

    Answer

    CEO David DeStefano confirmed that cross-selling activity tracked consistently with their expectations. He explained that they had good visibility into customer tax departments receiving budgets in the second half of the year, and this expected acceleration is baked into the company's Q4 guidance.

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