What is Propense AI?

• Founder: Not publicly disclosed
• Launch: Not publicly disclosed
• Use Cases: Client needs anticipation, proactive service recommendations, engagement optimization, underutilized service identification, market signal analysis
• Technology: Artificial intelligence, machine learning, data analytics, CRM and ERP integration

Propense AI is an AI-powered marketing platform created to transform how professional service firms engage clients. It uses machine learning and other AI methods to look at past client data, firm projects, services, and market events to find client needs that haven't been met. Its actionable insights provide firms with advance notice of services they can deliver proactively, increasing client satisfaction and retention. Additionally, Propense AI continuously looks for market trends and publicly available information to find opportunities for firms to grow their services and keep track of those that are not being fully used.

Propense AI integrates smoothly into existing firm CRM and ERP stacks to facilitate efficient and accurate delivery of services. The firm anticipates client needs before they arise, enabling professionals to approach client relationships with a competitive advantage characterized by enhanced client management and long-term growth. Its user-friendly design and insights from data help the team quickly respond to client needs, which builds trust and strengthens the firm's ability to meet client interests while staying ahead of competitors with timely and relevant solutions. Propense AI changes the professional services environment and gives clarity to proactive client management that is simple, intelligent, and very impactful.