RelPro, the fast-growing business development and relationship management solution for Financial & Professional Services, announced its latest partnership with Propense.ai, a SaaS platform delivering data-driven insights and service recommendations to professional services firms. RelPro’s accurate company and contact intelligence will enrich data for clients who use the Propense.ai platform, increasing the richness and value of AI-driven recommendations and supporting Propense.ai in its mission to identify growth opportunities for accounting and legal services firms.
RelPro integrates accurate company and contact intelligence from 20+ best-in-class data sources to help business development and relationship management professionals in the financial and professional service sectors save time and increase the effectiveness of their growth and client retention initiatives. Its data enrichment services further streamline clients’ data management and business development workflows by cleansing and augmenting their CRM and marketing data with complete, accurate intelligence.
Propense.ai analyzes a professional services firm’s historical data and market trends to identify cross-serving opportunities and deliver insights and recommendations based on that analysis. Partnered with RelPro’s data enrichment, Propense.ai can address their clients’ issues of inaccurate and outdated data, helping those firms take best advantage of data-driven insights and opportunities.
“We understand how critical it is for professional services firms to have clean and accurate data to power their business development and relationship management initiatives,” said Martin Wise, RelPro CEO and Founder. “Our partnership with Propense.ai delivers enriched company and business decision-maker intelligence to professionals in the accounting and legal industries, enabling them to optimize the insights they receive from Propense.ai.”
“Professional services firms often struggle with a lack of accurate or complete client data and RelPro enables us to fill in our clients’ missing data points and maximize the relevancy and accuracy of our predictive models,” Timothy Keith, Propense.ai CEO, said about the partnership. “Together with RelPro, Propense helps accounting and law firms anticipate their clients’ needs by identifying which services have been provided to similar clients and allowing professionals to proactively introduce relevant services to their clients.”
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