

Understand and anticipate client needs at a granular level

Map your complete client ecosystem

Interactive org chart connecting your team to client
.png)
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

