HARNESS CLIENT RELATIONSHIP DATA TO ACCELERATE BUSINESS GROWTH
INTROHIVE CLIENT INTELLIGENCE PLATFORM
Introhive automates capture of client data, breaks down silos, centralizes client relationship data, to foster a connected client-centric organization.
Introhive is an AI-powered Client Intelligence Platform that automates the capture and enrichment of client data and unlocks insights into the firm’s entire network of relationships and activities.
Gain a clean and complete record of the firm’s relationships and activities
Maintain a fresh and accurate dataset in the firm’s CRM system
Automatically receive client intelligence digests within existing workflows such as Microsoft Teams, Email, Calendar
Break down silos among practice areas through a centralized source of truth
Automate data entry to free up time and ensure a single source of CRM information
Automatically cleanse data to keep it accurate and in compliance with data policy in real-time
Identify new revenue opportunities through data insights
Focus time on activities that will drive the best results