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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.
"If you can not just answer the needs of your clients, but anticipate the needs of your clients, you become their "true" trusted advisor. This is a painless sales cycle."
"From a competitive advantage, this tool will help with client retention by solving more problems for your clients and stopping them from going to someone else who may be a …
"For the past 32 years I've worked inside professional services firms or have been a client of those firms, and I feel very confident in saying that nobody has cracked …
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