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

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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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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Relationship growth

Unlocking technology: the professional services capability gap

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

grey and purple 5% circle graph

“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.

Introhive | Guide: Future-Proofing Your Firm - Using Client Intelligence to Manage Risk
Introhive | Guide: Future-Proofing Your Firm - Using Client Intelligence to Manage Risk
PWC logo

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
Osler Logo

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
PWC logo

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
Osler Logo

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

Get started with Introhive!

Request a demo to learn how your company can become more customer intelligent.

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