The next evolutionary step in client service 

Propense.ai is about moving from advisor intelligence to artificial intelligence. How can we replicate what the perfect advisor is able to do? By using machine learning, artificial intelligence, and data sources that  can be combined to replicate that perfect advisor's brain to identify all opportunities.

LBMC is primarily known as an award-winning accounting and advisory firm, but we do so much more for our clients. Propense.ai has brought the concept of data-backed recommendations to the B2B industry. Accurately identifying necessary services to current clients, beyond the work we are already doing for them, seems like a simple concept, but it's revolutionary for our industry.

For the past 32 years I’ve worked inside professional services firms or have been a client of those firms, and I feel very confident in saying that nobody has cracked this nut.  I suspect a big part of the challenge has always been that psychologically it is harder to be rejected by an existing client than a stranger, which is one of many reasons that people don’t swing the bat enough with existing clients.  If your firm’s data-based recommendations result in a higher success rate, that will be a game changer.

If you can not just answer the needs of your clients, but anticipate the needs of your clients, you become their “true” trusted advisor. This is a painless sales cycle.

From a competitive advantage, this tool will help with client retention by solving more problems for your clients and stopping them from going to someone else who may be a competitor.

Technology like Propense.ai is allowing us to get the data that we have already in our platforms more accessible and action oriented.