FINANCIAL SERVICES

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

Sync data to CRM
from email & other
business systems

Relationship Mapping Syncing Data Into CRM Icon

Identify “who knows
who” across your firm
& client base

Pre Meeting Intelligence Report Introhive

Deliver pre-meeting client
intelligence reports via email to
every advisor & practitioner

Relationship Intelligence and data enrichment

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 Data doesn’t make it into CRM, it isn’t maintained over time or that data is out-of-date.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 relationship intelligence automation
Professional Services Firms

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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17 Apr: 7 Financial Services Marketing Ideas That Improve the Customer Experience

Your clients want a better customer experience. It’s something that other industries have already picked up on with 89% of companies competing primarily through their customer experience (CX).

But the financial services industry is lagging behind. In fact, only 11.6% of financial services institutions have allocated their budgets towards improving their customer experience. This creates a huge opportunity for your firm to separate yourself from your competitors with a customer experience that tops the rest.

To help you create a world-class customer experience that will transform your organization into an invaluable resource for your clients, here are our seven financial…

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21 Dec: 4 Ways You Can Future-Proof Your Accounting Firm

Finance is approaching a transformation. A quick google search on Bitcoin or blockchain should prove that fact. But while Bitcoin and blockchain are making waves at banks, clearing houses, and other massive financial institutions at large, nothing has really changed… yet.

Lurking around the corner is a shift that will change how we send and receive transactions, or at least that’s what we’re led to think will be happening down the road. And while that may be true, there are other technological advances brewing, including increased accessibility to finances, increased portability, and growing data protections.

To ensure that your accounting…

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12 Dec: 7 Ways Financial Services Firms Can Leverage Artificial Intelligence

Haunted by visions of robots compiling information and spitting out numbers as you wonder what happened to your once booming financial services firm?

Relax.

You won’t have to surrender to any robot overlords.

In fact, jobs in financial services — tax preparation, auditing, consulting — are about to get more efficient. That’s because machines eliminate manual data entry and provide instant insights, leaving you and your business development team with more time to ensure ongoing loyalty and drive new business.

What is AI?

Artificial intelligence (AI) is technology that collects information and learns from what it stores, enabling computers to…