Knownwell, the AI-as-a-Service platform transforming how professional services firms grow and retain clients, today announced a significant evolution of its platform. The platform enhancements will help redefine how firms manage client relationships by combining deep operational visibility with actionable insights, directly addressing the industry’s need for predictable scaling and improved Net Revenue Retention.
In a market where client retention is paramount, the Knownwell platform helps leaders move beyond gut feel and periodic satisfaction surveys to measure client health. It provides a research-backed, holistic view of commercial relationships, equipping leaders to spot new opportunities with satisfied clients and signs of dissatisfaction before they lead to client churn.
The release introduces a reimagined operational workspace that unifies natural information flows, client communications, and publicly available information to provide portfolio and client health scores. Key features of the enhanced Knownwell platform include:
- Unified Performance Drivers: A redesigned Operations Dashboard now integrates Knownwell’s proprietary research on client growth and retention, displaying metrics on Service Quality Perception, Commercial Alignment, and Relationship Strength. This ensures the C-Suite, Delivery leaders, and Client Success teams all have insight into the key drivers of growth and retention.
- Proactive Health Monitoring: Updated Client Pages now expose communication patterns and trends tied to the research-backed performance drivers. By surfacing leading indicators of engagement, teams can move from reactive firefighting to proactive relationship management.
- Expanded Ecosystem with Gong: Through a new API integration, Knownwell now ingests Gong conversation data, adding a layer of rich verbal context to its existing communication intelligence.
- Resource & Energy Intelligence: Innovative visualization tools allow leaders to see exactly how team time and energy are allocated against client satisfaction, instantly revealing portfolio inefficiencies or mismatches.
- Actionable Signal Workflows: Intelligence is only useful if it leads to action. New “Close the Loop” features allow users to tag, annotate, and acknowledge signals Knownwell surfaces, streamlining cross-functional collaboration.
“True growth in professional services doesn’t just come from landing new logos. It comes from unlocking the full potential of the relationships you already have,” said Knownwell CEO David DeWolf. “These enhancements to Knownwell give leaders the intelligence they need to turn natural information into a roadmap for expansion. We’re helping firms move from managing accounts to actively cultivating commercial relationships for mutual benefit.”
About Knownwell
Knownwell is an AIaaS platform company that synthesizes an organization’s natural communications, enterprise data, and public information into actionable intelligence to minimize client churn, maximize client growth, and drive operational efficiency. Knownwell equips mid-market professional services companies with the competitive edge they need—knowing their clients to strengthen client relationships, manage service quality perception, and calibrate alignment. To explore Knownwell’s transformative platform and talk with our team, please visit knownwell.com/experience-knownwell.
Media Contact
Courtney Baker
615-266-3497
media@knownwell.com
