Knownwell Client Intelligence for Finance and Accounting Services

Happier clients, lower churn, and the clarity to lead successfully

Introducing the Knownwell AI Platform: Instant intelligence on your firm’s growth, client health, and effectiveness

Artificial Intelligence is reshaping the financial sector—Is your firm keeping up?

Your success hinges on a new era of intelligence—accurate, real-time analysis of communications, enterprise data, and public information. But by not reading the signal in this data, you risk:

Losing good clients that could have been saved.

Relying on incomplete, inaccurate, and biased information in your decision-making.

Spending time and resources on the wrong problems.

Allowing competitors to pass you by, damaging your firm’s reputation.

The good news is that there is Knownwell-an AI-powered solution to help you spot the signal from the noise. With Knownwell’s insights, you can now size up your company’s health at a glance, pinpoint at-risk clients, and tap an uncorrupted single source of truth to aid your decision-making.

Introducing a revolution in client growth, retention, and leadership intelligence

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 with Knownwell

Know where you stand.

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

Respond to clients in real time.

Knownwell flags warning signs that empower you to engage clients who require 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.

How Knownwell works

Pulling signals from your internal natural communications and external sources like the news and social media, Knownwell is a simple, plug-and-play AI platform that gives an accurate, unbiased assessment of your company’s health so you can focus on the initiatives that will move the business forward, including: