The Next Evolutionary Step in Client Service

Propense.ai enables professional services firms to proactively anticipate client needs by analyzing your firm's data and identifying market signals for you.

What is Propense?

Propense is an AI-powered solution that uses firms’ historical data, service offerings, internal initiatives, and market events to anticipate where clients have additional needs that a firm isn't currently serving.

By anticipating client needs, Propense helps firms proactively deploy the entire breadth of their service offerings to support the firms’ clients.

Data Driven Insights

Our solution assesses client similarity to understand which services similar clients tend to purchase and to map the most common journeys these clients take with your firm. These historical insights also help identify under-utilized service offerings that have broader applicability than is currently realized.

Market Signals

We monitor publicly available information to identify key events that impact your clients and connect the dots by recommending the most relevant services your firm can offer to help clients effectively navigate these changes.

Firm Initiatives

Firm initiatives allow you to intentionally guide our models to ensure our service recommendations align with your strategic growth initiatives.

“We needed a way to show our senior leadership team that marketing was producing results, and that’s hard when your metrics are scattered. This dashboard saved the day.”

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.

Mitch Reno

Director of Client Experience | Rehmann

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.

Suzanne Reed

Chief Growth Officer | LBMC

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.

Ron Provenzano

Chief Operating Officer | Bennet Thrasher

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.

Bruce Ditman

Managing Partner | Chief Seconds

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.

Jeff Antaya

Former CMO (Plante Moran) | Industry Advisor

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

David Toth

Chief Growth Officer | Winding River Consulting

The Next Evolutionary Step in Client Service

Our Customers

What is Propense?

"We are in the business of producing and distributing the world’s most accurate, reliable, and insightful information on client needs."

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