The next evolutionary step in client service
Propense.ai leverages data science and AI to analyze your firm's data and deliver targeted cross-selling recommendations to your professionals.
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Client Feedback
“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.”
“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.”
“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
Chief Growth Officer | Trigger
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