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How It Works:
STEP 01
AI ingests and analyzes every relevant client touchpoint (email, call notes, CRM, news, regulatory updates, LinkedIn activity).
.png "AI ingestion of signals")
STEP 02
Signals are extracted—new hires, funding rounds, expansions, press releases, RFPs, regulatory deadlines, sentiment shifts, etc.—and matched against your firm’s service portfolio.
.png "Untitled design (32)")
STEP 03
Personalized opportunity briefs are pushed directly to account leads and business development professionals, complete with background, talking points, and suggested actions (e.g., “Jane Smith at AcmeCo was quoted about their inventory shortage. Time for a pitch on our supply chain resilience services?”).
More proactive BD:
Account teams spot new opportunities weeks earlier—before competitors make the first move.
Smarter outreach:
Every touchpoint is backed by a timely trigger or client signal, not just a random check-in.
Actionable alerts:
Business development teams receive curated briefs matched to real, in-the-moment client needs.
More white-space revenue:
Proactively capture advisory work that would otherwise go to competitors.
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