Knownwell | AI Platform Company for Client Intelligence

Surprised when a good client fires you?

Spot at-risk clients in time to save them

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.

Join the Beta Waitlist

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. You’ll know your portfolio health at a glance, your team will know your clients inside and out, and you’ll 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 to clients in real time.

Get warnings that empower you to engage clients who require 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.

What is your data really telling you?

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.

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

You Need Knownwell

AI Is Primed To Fuel Your Growth

Artificial Intelligence has changed the professional services landscape. Companies must choose to put AI to work or risk being left behind.

41%

of “professional

services labor” will be

automated by AI

91%

of leaders say

“the influx of data is

hurting performance”

93%

of leaders say the “right

type of intelligence”

can make or break

an organization

How 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:

Poor decisions

Increased errors

Lost opportunities

Wasted resources

Missed risk signals

The result is slower growth, wasted effort, and higher client turnover. Your company doesn’t need more data—it needs the right tools to interpret and act on it.

Join the Beta Waitlist

What sets Knownwell apart

Portfolio Health

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

Actionable Intelligence

Identify areas of impact and risk and immediately take action.

Client Health

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

Social Map

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

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, news, and social media to give you a holistic, unbiased view of your client portfolio.

Join the Beta Waitlist