THE LEADING RELATIONSHIP INTELLIGENCE PLATFORM
FOR FINANCIAL SERVICES FIRMS
Automate the discovery of warm introductions, map more relationships in CRM and scale business development faster with Introhive
Sync data to CRM
from email & other
Identify “who knows
who” across your firm
& client base
Deliver pre-meeting client
intelligence reports via email to
every advisor & practitioner
Enrich & cleanse client
information automatically to
keep data integrity high
Your business runs on relationships
Every financial services firm relies on relationships to keep clients and grow its firm. It is no surprise that firms struggle with CRM usage and adoption. Data doesn’t make it into CRM, it isn’t maintained over time or that data is out-of-date. Anyway you look at it, your firm doesn’t have a grasp on its true relationship capital.
Introhive is proven to deliver digital and cultural transformation at firms by automating mundane data entry, relationship intelligence and data cleansing. Introhive enables business development, marketing, and client service teams with Relationship Intelligence to map, score and share client insights across the firm to identify new opportunities for business development, cross-selling or up selling opportunities.
The net outcome is higher quality information in CRM, greater access to insights shared via pre-meeting reports and less time spent adding and maintaining information in CRM. Introhive does all that for you.
Introhive’s financial services clients enjoy:
• Pre-meeting intelligence emails that provide up-to-the-minute insights regarding the client and contextual relationship data for all attendees.
• Client filings news and enhanced stock quotes delivered when needed.
• Contextual board member intelligence and relationship data that can help your firm establish and build pivotal relationships.
• An automated process that makes research analysts more efficient and effective.
• Insight into recent client interactions via Bloomberg chat.
See how simple it can be to “turn on” the relationship intelligence that fuels the world’s best financial services firms.
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