AI Platform for Retention and Growth

Second Slide

Client health shouldn't be a guessing game.

Know Where You Stand to Fuel Your Growth

Knownwell gives you clear visibility into client health, letting you double down on what works and intervene where you need to. Say goodbye to managing your clients based on gut, intuition, and feel. Get early access to Knownwell today.

EXPERIENCE KNOWNWELL

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 all in one platform. Instantly see your portfolio’s health, understand your clients inside and out, and get the intel you need to retain, delight, and grow your 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.

MEET WITH KNOWNWELL

How can you improve what you don’t accurately measure?

Artificial Intelligence is transforming professional services, empowering you to make smarter, faster, data-driven decisions. No more relying on guesswork or subjective health scores. Welcome to the era of Commercial Intelligence, where portfolio health is objective, predictive, and built for action.

02 / Data

AI is Your Growth Engine

Today’s modern data stacks often fall short by:

Siloing information, limiting big-picture insights
Overlooking your most valuable source: real client conversations
Ignoring external signals like company news and market trends
Delivering partial, one-sided perspectives

To lead with confidence, your organization needs more than just data. You need a unified intelligence layer—one that brings together every signal, filters out the noise, and reveals exactly the intelligence you need. Enter Knownwell.

Experience Knownwell

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 the Wrong Data Interferes with Growth

Professional services 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

Experience Knownwell

03 / SERVICES

What Sets Knownwell Apart

01. Portfolio Health

Get real-time measurements on the overall health of your client portfolio and where to focus your team to strengthen your business.

02. Operational Intelligence

Identify areas of impact and risk and immediately take action.

03. Client Health

At-a-glance, real-time updates on the strength of your commercial relationships.

04. Team Relationships

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

05. Drive Accountability

Collaborate on what’s most important, and prioritize actions that will have the greatest impact on growth and retention.

Our Latest Insights

2X + Knownwell Case Study: Rapid Growth Brings New Challenges—and Opportunities

Read The Post

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.

EXPERIENCE KNOWNWELL