Why do client growth opportunities keep slipping through the cracks?
Your firm already has the relationships and trust, but you're missing the signs that convert audit clients into tax and advisory revenue. While your teams are buried in compliance work, competitors are winning lucrative consulting projects from your existing clients.
Meanwhile, valuable signals are hiding in plain sight. A client announces a new European office in the business press. A CEO appointment suggests a strategic shift on LinkedIn. A funding round signals rapid growth plans. By the time anyone notices these opportunities, your competitors have already reached out.
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Scattered signals: Firm knowledge is siloed: relationship managers miss what the audit team sees.
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Missed triggers: Key client developments (fundraising, M&A, leadership changes, new locations) rarely make it into actionable alerts.
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Manual monitoring: Teams lack bandwidth to track industry news, social updates, and regulatory shifts
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Outdated insights: CRM data is always stale, so outreach feels random or awkward.
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Lost opportunity: Your firm is reactive, not proactive, and “white space” revenue stays white.
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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).
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.
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?”).