🚀 From Vision to Reality In January 2023, #Propense was just an idea. Today, we’re powering revenue growth for 11 of the top 100 US accounting firms by delivering insightful, non-obvious service recommendations that help firms anticipate their clients' needs. At our recent onsite in Orlando, we reflected on this journey—from beta testing to market validation—and the key breakthroughs that shaped our solution: ✅ Beyond the Obvious – Our initial client similarity model gave firms accurate but predictable recommendations. We knew we had to go deeper. ✅ Explainability & Strategy – We developed client journey and firm initiative models to align recommendations with real client needs and firm goals. ✅ Market Insights & Triggers – By integrating external market factors, we helped firms proactively identify new opportunities, shifting from reactive to strategic selling. The result is an insightful, scalable solution that helps accounting firms grow smarter, not harder. None of this would be possible without the incredible insights from our early beta firms and the dedication of the Propense team. The best part? We’re just getting started. 💡 How are you approaching cross-selling and growth today? #Accounting #AI #CBIZ #LBMC #BennettThrasher #PlanteMoran #Rehmann #Forvis
