Propense.ai is an AI-powered software solution designed to help professional service firms anticipate where their existing clients may have additional needs that are not currently being served. By leveraging historical client data, a firm's full range of service offerings, internal initiatives, and external market events, Propense.ai enables firms to proactively identify and address new opportunities for client engagement.
The platform works by analyzing a firm’s past interactions, service portfolio, and relevant market triggers to predict unmet client needs, allowing firms to deploy the entirety of their expertise more effectively. This proactive approach helps firms deepen client relationships and maximize the value they deliver across their client base.
Who Uses Propense.ai?
Propense.ai primarily serves professional service firms looking to enhance their client service strategy and drive organic growth. Notable customers include Clark Nuber, Anders, Rehmann, Forvis, CBIZ, Benett, BPM, Prager, Sensiba, and Pinion, reflecting a focus on firms in the accounting, consulting, and advisory sectors.
How Was Propense.ai Started?
Propense.ai was founded by a team of industry veterans with extensive backgrounds in client experience, firm growth, and operational leadership within the professional services sector. The founding team includes:
- Mitch Reno (Director of Client Experience at Rehmann)
- Suzanne Reed (Chief Growth Officer at LBMC)
- Ron Provenzano (Chief Operating Officer at Bennet Thrasher)
- Bruce Ditman (Managing Partner at Chief Seconds)
- Jeff Antaya (Former CMO at Plante Moran and Industry Advisor)
- David Toth (Chief Growth Officer at Winding River Consulting)
Their combined expertise shapes Propense.ai’s focus on data-driven client engagement and proactive service delivery. More on their vision can be found on their About page.
What Makes Propense.ai Different?
Propense.ai stands out for its use of artificial intelligence to synthesize diverse data sources—internal firm data, service catalogs, and external market developments—into actionable insights. This enables firms to move from reactive to proactive client service, helping them recognize and capitalize on cross-selling and up-selling opportunities before clients request them.
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