What is Knownwell?
Knownwell is an AI platform designed to provide businesses with comprehensive insights into their client portfolio health. By synthesizing data from various sources, including internal communications, enterprise systems, and public information, Knownwell offers a holistic view of client relationships.
The platform delivers real-time, unbiased health scores for the entire client portfolio, enabling businesses to proactively identify and address potential risks. Knownwell empowers organizations to enhance client retention, optimize growth opportunities, and make data-driven decisions with increased efficiency.
Features
- Portfolio Health: Understand how your biggest, most important clients are performing and where to focus to strengthen your business.
- Actionable Intelligence: Spot areas of impact and risk, and take immediate action.
- Client Health: Get at-a-glance, real-time intelligence on the strength of your commercial relationships.
- Social Map: Visualize your firm’s relationships and work to make lasting connections.
Use Cases
- Minimize client churn
- Maximize client growth
- Drive operational effectiveness
- Identify at-risk clients
- Improve client retention
- Gain real-time insights into client relationships
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