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Surprised when a good client fires you?

Know Where You Stand to Fuel Your Growth

Knownwell gives you clear visibility into client health, letting you double down on what works and intervene where you need to. Say goodbye to managing your clients based on gut, intuition, and feel. Ready to experience the future?

EXPERIENCE KNOWNWELL
01 / TECHNOLOGY

Act on what matters

Knownwell leverages cutting-edge AI to synthesize your organization’s natural communications, enterprise data, and public information into actionable client intelligence all in one platform. Instantly see your portfolio’s health, understand your clients inside and out, and get the intel you need to retain, delight, and grow your clients.

Minimize churn

Maximize growth

Drive effectiveness

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Know where you stand.

Instant health scores for your entire client portfolio based on both structured and natural communication.

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Respond in real-time.

Get warning signs that empower you to engage clients requiring intervention or special treatment.

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Less clutter, more insight.

Convert data into actionable insights that help you focus on goals that grow your client base.

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Focus on what matters.

Identify immediate risks and growth opportunities, fueling operational efficiency and the ability to scale.

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How can you improve what you don’t accurately measure?

Artificial Intelligence is transforming professional services, empowering you to make smarter, faster, data-driven decisions. No more relying on guesswork or subjective health scores. Welcome to the era of Commercial Intelligence, where portfolio health is objective, predictive, and built for action.

02 / Data

AI is Your Growth Engine

Today’s modern data stacks often fall short by:

  • Siloing information, limiting big-picture insights
  • Overlooking your most valuable source: real client conversations
  • Ignoring external signals like company news and market trends
  • Delivering partial, one-sided perspectives

To lead with confidence, your organization needs more than just data. You need a unified intelligence layer—one that brings together every signal, filters out the noise, and reveals exactly the intelligence you need. Enter Knownwell.

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41
41

of “professional

services labor” will be

automated by AI

91
91

of leaders say

“the influx of data is

hurting performance”

93
93

of leaders say the

“right type of intelligence”

can make or break an organization

How the Wrong Data Interferes with Growth

Professional services firms have more data than ever before—but clients are churning faster. The challenge for executives is separating the signal from the noise to drive smart, effective decisions. Without this ability, the consequences are:

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Increased Errors

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Wasted Resources

Lost Opportunities

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03 / SERVICES

What Sets Knownwell Apart

Home _ Overview _ All Clients

01. Portfolio Health

Get real-time measurements on the overall health of your client portfolio and where to focus your team to strengthen your business.

Operations _ Overview

02. Operational Intelligence

Identify areas of impact and risk and immediately take action.

Client _ Overview _ Trendline Insights _ Zoomed

03. Client Health

At-a-glance, real-time updates on the strength of your commercial relationships.

Client _ Team _ Team Relationships

04. Team Relationships

Visualize your firm’s relationships and work to make lasting connections.

Knownwell | Priorities

05. Drive Accountability

Collaborate on what’s most important, and prioritize actions that will have the greatest impact on growth and retention.

04 / integration

A single source
of truth for the
health of your
business

Knownwell is a plug-and-play platform that pulls data from your tech stack, natural communications, and external data sources to give you a holistic, unbiased view of your client portfolio.

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05 / CONTACT

Know how
you’ll grow.

Want to try Knownwell yourself?
Experience your data in the Knownwell platform.

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