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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.
"LBMC is primarily known as an award-winning accounting and advisory firm, but we do so much more for our clients. Propense.ai has brought the concept of data-backed recommendations to the …
"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 …
"Technology like Propense.ai is allowing us to get the data that we have already in our platforms more accessible and action oriented."
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