Propense's cross-selling solution was custom built for professional services firms. Our solution allows you to harness your firm's data to understand which services your clients likely need next.
Tailored to Your Firm
Each of our clients are unique. We tailor our data models to account for each firm's unique data systems, structure, and processes so you only get the best cross-selling recommendations.
Aligned With Your Growth Goals
After securing VC funding in 2023, and completing our accounting beta program earlier this year, we're actively taking on new clients. We're engaging with the world's most innovative firms who recognize that they need to adopt modern tools and processes to compete in the increasingly complex professional services industry.
After securing VC funding in 2023, and completing our accounting beta program earlier this year, we're actively taking on new clients. We're engaging with the world's most innovative firms who recognize that they need to adopt modern tools and processes to compete in the increasingly complex professional services industry.
If your firm is focused on organic growth and recognizes the power of data science and AI, we'd love to explore how Propense can help you achieve your growth goals.
Let's get the conversation started
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.