Introhive

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
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