AI Knowhow Commercial Intelligence in Action: A Deep Dive into the Knownwell Platform
Oct 6, 2025
Explore the emerging threats to client loyalty that can impact revenue. Discover how the Knownwell platform offers real-time commercial intelligence to enhance decision-making. Learn about preparing for unexpected client calls and uncovering growth opportunities. Dive into the mechanics of the Knownwell score and the actionable insights it provides for managing client relationships. Gain insights on balancing portfolio energy and leveraging people intelligence to strengthen teams and boost performance.
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Client Health Is More Than NPS
- Professional services lack reliable, real-time ways to measure client health beyond coarse metrics like NPS or CSAT.
- Knownwell was built to capture nuanced, multithreaded relationships and surface actionable commercial intelligence.
Begin Mondays With A Data Pulse
- Start your week by checking a single portfolio overview to prioritize accounts by data, not gut feelings.
- Use the portfolio score and change indicators to decide which clients need immediate attention.
Swift Current: A Monday Morning Example
- Mohan inspects a client called Swift Current and finds three active signals plus an executive change and growth opportunity.
- He emphasizes that all this context avoids calling 20 people to assemble the picture.