Building the most data-driven cross selling Platform specifically for the professional service industry with served up content directly for your professionals
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 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
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.
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.