First Slide

Surprised when a good client fires you?

Unlock Hidden
Patterns to
Protect Clients

Introducing Knownwell, an AI platform offering instant, unbiased insights into your client portfolio and business health for smarter decision-making. Revolutionize your client growth and retention by securing early access below.

01 / TECHNOLOGY

Act on what matters

Knownwell leverages cutting-edge AI to synthesize your organization’s natural communications, enterprise data, and public information into actionable client intelligence. Instantly know your portfolio’s health, understand your clients inside and out, and get the intel you need to retain, delight, and grow your best clients.

Minimize churn

Maximize growth

Drive effectiveness

Know where you stand.

Instant health scores for your entire client portfolio based on both structured and natural communication.

Respond in real-time.

Get warning signs that empower you to engage clients requiring intervention or special treatment.

Less clutter, more insight.

Convert data into actionable insights that help you focus on goals that grow your client base.

Focus on what matters.

Identify immediate risks and growth opportunities, fueling operational efficiency and the ability to scale.

Knownwell-MarkOnly

AI is Primed to Fuel Your Growth

Artificial Intelligence has changed the professional services landscape by enabling you to make better, data-driven decisions. Say goodbye to subjective, outdated client health scores and managing with your gut. Say hello to the next generation of commercial intelligence.

02 / Data

What is your data really telling you?

Today’s modern data stacks:

  • Don’t provide global insights that aid decision-making

  • Ignore richest client intelligence conversations
  • Fail to incorporate external signals like news and social media
  • Are incomplete and biased

Your organization needs a new approach to your clients that synthesizes every data stream, cuts through the clutter, and tells you exactly where to focus next.

41
41

of “professional

services labor” will be

automated by AI

91
91

of leaders say

“the influx of data is

hurting performance”

93
93

of leaders say the

“right type of intelligence”

can make or break an organization

How the Wrong Data Interferes with Growth

Professional service firms have more data than ever before—but clients are churning faster. The challenge for executives is separating the signal from the noise to drive smart, effective decisions. Without this ability, the consequences are:

Increased Errors

Wasted Resources

Lost Opportunities

03 / services

What Sets Knownwell Apart

03 / services

What Sets Knownwell Apart

Portfolio Health

Understand how your biggest, more important clients are performing and where to focus to strengthen your business.

Knownwell_Operations

Actionable Intelligence

Spot areas of impact and risk, and take immediate action.

Knownwell_Portfolio

Client Health

Get at-a-glance, real-time intelligence on the strength of your commercial relationships.

Knownwell_Social Graph

Social Map

Visualize your firm’s relationships and work to make lasting connections.

04 / integration

A single source
of truth for the
health of your
business

Knownwell is a plug-and-play platform that pulls
data from your tech stack, natural communications,
and external data sources to give you a holistic,
unbiased view of your client portfolio.

05 / CONTACT

Know how
you’ll grow.

Want to try Knownwell yourself?
Experience your data in the Knownwell platform.

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