At Propense.ai, we understand that every industry has unique needs and challenges. That's why we've tailored our platform to meet the specific demands of professionals in various verticals. 

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Tailored to Your Firm

Each one of our clients are different and have specific goals and needs from our recommendations. We tailor our data model for your firm so you can get the best results from rolling out propense.

Aligned With Your Growth Goals

With our initial seed funding, we are ready to take on our next wave of clients in 2024. We are looking for the most innovative firms to work with who are ready to improve their cross-selling approach. Through this process we will work with your firm to understand what data you have available and how we can align with your growth goals.

Apply to get the process started with Propense

Built for Accounting

Discover how our product is specifically designed for the intricacies and demands of accounting work. Our dedicated tools and features are here to streamline your workflow, ensuring accuracy and compliance are at the heart of your business.

Our Beta Group Partners

How We Help Firms

2-3
Increase the ability for firms to help their clients needs
3-2
Greater “Share of Wallet”
4-2
Increasing: Client Retention, Satisfaction & Referrals
1-Feb-27-2024-08-34-23-8078-PM
Keeping Competitors Out

» The Best Defense is a Great Offense

Perks 5-1
Served Up Insights
Perks 6-1
Improved Collaboration
Perks 7-1
Optimize Scalable Growth
Perks 8-1
Capturing Revenue Leakage

» Boosting Client Fulfillment & Increase Revenue

Accounting -02Designed with Professionals in Mind

Our product is crafted considering the day-to-day of accounting professionals. We've integrated features that matter most to you, from advanced analytics to secure data handling, all accessible through a user-friendly interface.

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Discover how our product us specifically designed for the intricacies and demands of accounting work. Our dedicated tools and features are here to streamline your workflow, ensuring accuracy and compliance are at the heart of your business.

Law Firm

At Propense.ai, we're committed to enhancing the practice of law through technology. Discover how Propense is poised to innovate the legal sector with tools that simplify case management, document automation, and more.

Beta Group Application

Designed with Accountants in Mind

Our product is crafted considering the day-to-day of accounting professionals. We've integrated features that matter most to you, from advanced analytics to secure data handling, all accessible through a user-friendly interface.

This Year’s Journey We Took Together

Your Cross Selling & Retention Approach

 

  • 60+ Interviews with Accounting Leaders 
  • Understanding the personas (Rainmaker, Partner & Young Professional) 
  • Deep analysis on Professional business behavior and incentives (work where they work)
  • Cross Selling Dynamic: Marketing Consolidation and Labor Shortage
  • The Firm of the Future = Fit and Focus 
Data Science & Configurability

 

  • 3 Month R&D process to understand each firm’s data and structure to make model applicable
  • Creating mapping tables for Industries & Service Lines
  • Infrastructure to support each client’s firm initiatives
  • Diversification of Department recommendations
  • Continuous Machine Learning 
  • Ability to modify weight/bias in the model to your preferences
Usability & Adoption

 

  • Deep research around where your professionals work today
    • Outlook
    • CRM
    • Web
  • Beta Tested the User Experience with surveys & interviews
  • Education on services & who to reach out to
  • Generative AI to help craft compelling emails internally & externally
  • Making this as frictionless as possible

Our Evaluation Process Overview

1. Cross Sell Strategy Assessment

We analyze your current cross sell approach to identify new opportunities

2. Organizational Structure Review

How you Internally organize by industry, service line etc. 

3. Data Availability Discussion

We evaluate the availability and use of your data for strategic decision making. 

4. Internal Stakeholder Engagement

Identifying key internal stakeholders to gain insights into your firm's decision-making processes.

5. Roll Out & Implementation Process

Developing a clear, actionable strategy for implementing new practices and changes.

With our initial seed funding, we are ready to take on our next wave of clients in 2024. We are looking for the most innovative firms to work with who are ready to improve their cross-selling approach. Through this process we will work with your firm to understand what data you have available and how we can align with your growth goals.

Hot Topics To Be Discussed In The Event

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