ROADMAP TO RESILIENCE AND GROWTH

Future-Proofing Your Firm: Using Client Intelligence to Manage Risk

Is your firm struggling to keep up with rapidly changing industry risks? Our guide provides actionable insights to stay ahead of the curve. Hear from industry experts from Winding River Consulting and Hike2 on how your firm can scale faster, more intentionally, safeguard your revenue streams and prioritize clients effectively. Get the insights you need to navigate the future with confidence.

Future-proofing guide for professional services firms

Expert insights

Discover proven strategies for thriving amidst industry evolution:

Safeguard revenue streams
Win & retain key client accounts
Enhance cross-selling capabilities
Foster resilient client relationships
Increase practitioner productivity

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Relationship growth

Mitigating risks, maximizing opportunities

Professional services firms face a number of pressing risks that call for data-driven solutions, without which could result in a host of detrimental consequences, like client attrition and revenue loss.

By increasing their CRM adoption and leverage client intelligence to risk-proof their organizations, firms can strengthen client loyalty and retention, maximize cross-selling and revenue opportunities, and streamline operations.

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Unlocking technology: the professional services capability gap

Only 5% of firms have the necessary capabilities to implement technology-driven strategies.

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“The return has been remarkable.”

See how professional services leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while strengthening client relationships during uncertain economic times.

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“It almost seemed too good to be true.”

See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.

With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.

“It almost seemed too good to be true.”

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Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.

Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.

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PwC’s Philip Grosch, Partner Global Salesforce Transformation, weighs in on the value of Introhive to the firm’s global adoption of Salesforce CRM with over 100,000 users across 90 countries.

Starting small to prove that Introhive works helped scale up to a global implementation
One of the pillars of Introhive’s success with PWC is the concept of automating the mundane
Another pillar is how Introhive turns CRM into a relationship insights platform
Introhive answers the magic question of who knows who and how well do they know them
Introhive enables people to be powered by the new digital reality

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See how Milosz Skrzypczak, Director, Market & Competitive Intelligence at law firm Osler, Hoskin & Harcourt LLP, leveraged the Introhive platform to harness the power of relationship intelligence and data automation to grow firm productivity and deliver better client experiences.

Introhive helps harvest previously unknown relationship information
Introhive help with CRM adoption within the company
Automatic email-delivered pre- and post-meeting digests help prepare for meetings and help capture action items quickly and effortlessly

“It almost seemed too good to be true.”

See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.

With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.

Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.

Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.

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