Disrupting Client Retention

How AI can make or break your ability to attract and keep clients

Join Knownwell CEO David DeWolf and Tercera CMO and partner Michelle Swan as they reveal the challenges and opportunities for client retention in the AI era

How AI gives professional services companies a competitive edge

The landscape for client retention and growth has fundamentally changed—largely due to AI. In this roundtable discussion, we reveal the challenges and opportunities for professional services companies that will be crucial to their success in the AI era, including:

  • What executives must know to maintain client relationships and slow or reverse client churn.
  • The “AI Key” to improve your operations, your clients’ experience, and build a moat around your client base.
  • A surprising shift away from growth that can ensure long-term success and client satisfaction.
  • A unique way to decipher complex, shifting buying patterns so your offerings stays fresh, relevant, and exciting.
  • Using AI to predict client churn so you’re never caught off guard (and have a chance to save your clients before it’s too late).
  • The subtle (but crucial) client experience nuance that builds rock-solid loyalty and innoculates clients against competitors.
  • How to transform “too much disorganized data” into insights that enable powerful, informed decisions that propel your business forward.
  • And much more…

Meet Your Hosts

David DeWolf

CEO of Knownwell

David DeWolf is the Founder & CEO of Knownwell. David founded and served for 16 years as CEO of 3Pillar Global, a digital product development organization that grew every year under his leadership. 3Pillar was named to the Inc. 5000, a list of the fastest-growing private companies in the US, ten separate times. David twice oversaw the company’s sale to private equity companies while he served as CEO. David is an angel investor who backs companies and leaders who he believes have visions for companies that can change the world. He’s also an active and sought-after board member for high-growth tech companies and is currently a board member for 2X, Capango, and his alma mater, the Franciscan University of Steubenville. When not building or investing in technology companies, David enjoys traveling and spending quality time with his wife, Teresa, and their 8 children.

Michelle Swan

CMO and Partner, Tercera

Michelle is the CMO and a partner at Tercera, where she drives Tercera’s marketing and thought leadership agenda, evaluates and leads investments, and mentors portfolio companies on brand and go-to-market strategies. She also co-leads Tercera’s community efforts, overseeing the Tercera advisor and portfolio experience. With over two decades of tech and services experience, Michelle has helped dozens of companies define and grow their market presence. Before Tercera, she founded Swancomm, a marketing and brand consultancy aiding early-stage B2B firms. Prior to this, she led corporate marketing and customer experience at Appirio, a pioneering cloud consultancy in the Salesforce, Google, and Workday spaces. Michelle is on the board of Hakkoda and Orium, and resides in Raleigh, NC, where she enjoys life with her patient husband, three hilarious kids, and the world’s least food motivated dog.

Meet the Roundtable Participants

  1. Chris Conant, CEO at Zennify
  2. David Sawartzky, CEO at Consero Global
  3. Elisabeth Beller, Chief Commercial Officer at 3Pillar Global
  4. Bobby Christian, Chief Commercial Officer at DeepWatch
  5. Kenny Etinson, President & CSO at Etinson
  6. Karen Posey, Managing Partner at KP Strategies
  7. Tracy Edwards, CTO at SBI Growth

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Discover How AI Can Become Your Company’s Unfair Advantage