
Understand and anticipate client needs at a granular level
Map your complete client ecosystem
Interactive org chart connecting your team to client
Identification of decision-makers and champions
Visual representation of relationship strength
Highlighting of unaddressed stakeholder relationships
Strategic planning on autopilot
Complete account plan based on all available data
Strategic sequencing of potential business
Identification of potential relationship challenges
Engagement plans for key decision-makers
Quantify relationship strength
Overall relationship strength indicator
Visualize how account health evolves over time
Tailor scoring logic by individual account priorities
Highlighting of unaddressed stakeholder relationships
Cut through the noise
AI-curated news tailored to each client relationship
Measures relevance to you and importance to client
Highlights how news could affect your partnership
Analyzes news, earnings calls, filings, and job changes