Propense is an AI-powered solution that uses firms’ historical data, service offerings, internal initiatives, and market events to anticipate where clients have additional needs that a firm isn't currently serving. Propense uses AI-driven analytics, real-time market triggers, and historical service data to predict your clients’ needs and recommend the most relevant services your firm can offer in response.
"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."


Read Propense Reviews, Testimonials & Customer References from 6 real Propense customers.