Our team is proud to lead the AI revolution for the professional services industry because of everything the professional services community represents to us: wisdom, honesty, diligence, generosity, and character.
Driven by their innate passion for serving their clients, accounting and legal professionals go beyond their standard duties by continually developing new ways to help clients address their challenges. These service portfolios enable individuals, families, business owners, startup founders, corporations, and nonprofit organizations to achieve their full potential. The professional service industry is the backbone of the economy.
Over time, the opportunities to serve clients have greatly expanded. However, many firms struggle to provide all relevant, available services that could potentially benefit their clients. Propense.ai has developed a platform to help professionals provide the full spectrum of their firm’s capabilities to their clients with more precision, less effort, and less time.
Our main goal is to become the premier client service platform designed specifically for the professional services industry. We aim to provide professionals with unparalleled insights into their books of business, empowering them to remain one step ahead of their clients’ needs. We also aim to build a platform that elicits joy from professionals every time they interact with it because they know it has their best interests at heart.
As Propense empowers professionals to serve their clients, we’re contributing to their individual success as well as the prosperity of the clients and firms they represent. Together, these factors strengthen their independence while sustaining their communities.
Our journey is a testament to the power of innovation, community, and a relentless commitment to reshaping the professional services landscape in a way that aligns with professionals’ and their clients' wants and needs. From all of us at Propense.ai, thank you for joining us as we redefine the future of client service.
By Timothy Keith, Founder & CEO of Propense.ai
We created Propense.ai to help professionals help their clients meet more of their goals by enabling them to take advantage of the full spectrum of their capabilities with more precision and less effort.
Our team is proud to lead the AI revolution for the professional services industry because of everything the professional services community represents to us: wisdom, honesty, diligence, generosity, and character.
Driven by their innate passion for serving their clients, accounting and legal professionals go beyond their standard duties by continually developing new ways to help clients meet their challenges. These service portfolios enable individuals, families, business owners, startup founders, and nonprofit organizations to achieve their full potential.
Over time, the opportunities to serve clients have greatly expanded. However, firms may encounter challenges in providing all available services to organizations that could potentially benefit from them. Propense.ai has developed a platform to help professionals identify these services with zero incremental time.
Accounting and legal professionals often put the needs of their clients and communities before their own — it’s part of their DNA. I witnessed their passion firsthand while working at Kaufman Rossin, one of the top professional services firms in the U.S.
While supporting professionals as part of the firm’s marketing and business development team, I got a first-hand look at the hurdles they faced on a daily basis: keeping up with ever-changing financial and legal regulations, tax laws, fee structures, and technologies. Nonetheless, while balancing all of these challenges, they managed to take care of their clients and give back to their communities with gusto.
Keeping up with Industry Challenges
Times have changed since the 2010s, however, with labor shortages and market consolidation complicating their growing list of challenges. Threatened by impending mergers and acquisitions sweeping the industry, professionals are now tasked with cross-selling services they don’t understand nearly as well as their core lines of business in hopes of retaining their clients and maintaining financial success and independence.
That’s why we created Propense.ai. More than a SaaS platform, Propense.ai exemplifies our commitment to supporting accounting and legal professionals who want to exceed client expectations while overcoming industry challenges. Our goal is to take care of professionals as well as they take care of their clients, all while making everyone’s lives a little bit easier.
Here’s how we’re making that happen:
Combining AI with Human-Centric Design to Strengthen Client Service
Propense.ai blends AI technology with data science, user psychology, human behavior, and industry insights to anticipate client requirements and streamline the sales process for accounting and legal professionals. The platform provides highly probable cross-selling recommendations for existing customers, maximizing revenue opportunities for professional services firms that ultimately combat labor shortages, market consolidation, and other challenges the sector is facing.
Building a platform that professionals actually look forward to using demanded a dual focus on our part. We quickly learned the importance of offering human-centric design for individual professionals as well as robust enterprise solutions for management.
Conducting in-depth research with our beta clients brought a game-changing insight to light for us: granting users a sense of agency encourages platform use and adoption. Professionals don’t want to be passive button-pushers — they value a sense of ownership, and they want to understand the rationale behind AI-driven cross-selling recommendations so they can weave those insights into their conversations with their clients.
In response to this revelation, we integrated a client feedback feature into the platform, allowing users to actively contribute to the refinement of our models. Their feedback directly enhances the platform’s model and performance for their entire firm. This innovative, human-centric approach gives professionals the opportunity to become valuable contributors, fostering a sense of ownership, teamwork, and pride.
Every iteration of Propense.ai prioritizes user agency, and this approach resonates with professionals in firms across the U.S.
Encouraging Early Adoption by Meeting Professionals Where They Are
There’s a common misconception that the professional services industry is full of late adopters, but we know that’s far from the truth. Professionals aren’t afraid of new technologies; rather, new platforms simply don’t take their goals, needs, and behaviors into consideration. It’s no wonder they’d rather stick to what they know.
There’s frequent misalignment between existing and emerging technologies and the unique requirements of the professional services sector. Our mission revolves around building solutions tailored explicitly for this space. By prioritizing a deep understanding of the intricacies of the industry and the needs of professionals, we’ve observed rapid adoption of Propense.ai.
Nine out of the top 50 accounting firms have embraced our platform within our first year. That’s a testament to the effectiveness of our strategy, as well as the fact that professionals are far from being late adopters. They just need the right solutions.
Embracing the Power of Community
Reflecting on my career experiences before transitioning to a SaaS company, I experienced warmth and kindness from leaders and mentors across the accounting community. Leaders volunteered hours of their time to refine my understanding of the professional services industry and how to position our technology to best address the industry’s needs. Despite their busy schedules, professionals shared insights with me and other peers. Without them, Propense.ai would not exist today, and I’m grateful for their time, encouragement, and support.
It's important to note that beyond the office, accounting and legal professionals serve as pillars of their communities, volunteering with nonprofits, serving on boards, and donating to people and organizations in need. Their devotion to serving others is another reason we wanted to create a platform that helps them maximize their time.
Redefining the Future of Client Service for the Professional Services Industry
Our main goal is to become the premier revenue-generating platform designed specifically for the professional services industry. We aim to provide professionals with unparalleled insights into their books of business, empowering them to remain one step ahead of their clients’ needs. We also aim to build a platform that elicits joy from professionals every time they interact with it because they know it has their best interests at heart.
As professionals experience joy for themselves while bringing joy to their clients, we’re contributing to their individual success as well as the prosperity of the clients and firms they represent. Together, these factors strengthen their independence while sustaining their communities.
Our journey is a testament to the power of innovation, community, and a relentless commitment to reshaping the professional services landscape in a way that aligns with professionals’ wants and needs. From all of us at Propense.ai, thank you for joining us as we redefine the future of client service.
By Timothy Keith, Founder & CEO of Propense.ai