Knownwell | AI Platform Company for Client Intelligence

Introducing a Breakthrough in Commercial Intelligence

Spot At-Risk Clients Before It’s Too Late

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

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Act on what matters.

Knownwell leverages cutting-edge AI to synthesize your organization’s natural communications, enterprise data, and public information into the intelligence you need to retain, delight, and grow your best clients.

Minimize churn

Maximize growth

Drive effectiveness

Know where you stand.

Knownwell provides instant, unbiased health scores for your entire client portfolio based on both structured and natural communication.

Respond in Real-Time.

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

Less clutter, more insight.

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

Focus on what matters.

Knownwell identifies 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

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AI: The Future of Professional Services

Artificial Intelligence is transforming the professional services landscape. Companies must embrace AI or risk falling 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

Too Much Data, Not Enough Insight

Professional service firms have more data than ever—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.

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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

Spot areas of impact and risk, and take immediate 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.

Your Single Source of Truth for Business Health

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.

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