Knownwell

AI platform offering instant, unbiased insights into client portfolios and business health.

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Description

Knownwell is an advanced AI platform designed to provide businesses with instant and unbiased insights into their client portfolio and overall business health. It leverages cutting-edge AI to synthesize an organization’s natural communications, enterprise data, and public information into actionable client intelligence. This enables companies to move beyond managing clients based on intuition and instead rely on data-driven understanding.

The platform empowers organizations to thoroughly understand their clients, identify immediate risks and growth opportunities, and ultimately minimize churn while maximizing growth. By offering clear visibility into client health through features like instant health scores and real-time warnings, Knownwell helps businesses to intervene effectively, focus on high-impact activities, and drive operational efficiency for scalable client management.

Key Features

Retention Intelligence: Leverages AI to identify patterns and risks for client retention.
Growth Intelligence: Uncovers opportunities within the client base for expansion and growth.
Knownwell Score: Provides instant health scores for the entire client portfolio.
Actionable Intelligence Delivery: Converts data into clear insights for immediate action on risks and opportunities.
Client Health Monitoring: Offers at-a-glance, real-time intelligence on commercial relationship strength.
Social Relationship Mapping: Visualizes firm-wide relationships to identify key connections and gaps.
Automated Data Synthesis: Aggregates and analyzes natural communications, enterprise data, and public information.
Multi-Platform Integration: Connects with Microsoft 365, Google Worksuite, Salesforce, Slack, Hubspot, Fireflies, and more.

Use Cases

Minimizing client churn through early risk detection.
Maximizing client growth by identifying upsell/cross-sell opportunities.
Improving operational effectiveness in client management.
Gaining a holistic view of client portfolio health.
Making data-driven decisions for client engagement strategies.
Enhancing professional services firms' commercial intelligence.

Frequently Asked Questions

What is Knownwell?

Knownwell is an AI platform that provides instant, unbiased insights into your client portfolio and overall business health, enabling smarter decision-making for client growth and retention.

How does Knownwell help improve client retention?

Knownwell provides instant health scores for the entire client portfolio and real-time warning signs, empowering businesses to proactively engage clients who may require intervention or special treatment, thus minimizing churn.

What kind of data does Knownwell analyze?

Knownwell leverages AI to synthesize an organization’s natural communications (like emails and messages), enterprise data (from CRMs, etc.), and relevant public information to generate actionable client intelligence.

What are the core benefits of using Knownwell?

Knownwell helps businesses minimize client churn, maximize growth opportunities, drive operational effectiveness, and gain clear visibility into client health, allowing them to move from intuition-based to data-driven client management.

Which systems can Knownwell integrate with?

Knownwell is a plug-and-play platform that integrates with various systems including Microsoft 365, Google Worksuite, Salesforce, Slack, Hubspot, and Fireflies, among others.