TSL Express Daily News
The Secured Lender
SFNet's 80th Annual Convention Issue
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Top 5 Apps for Organizing
Mar 7, 2019If you’re like most of us, we try to stay organized in business and life, but it gets increasingly complicated…
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The Importance of Stretching
Mar 7, 2019Every personal trainer and athletic coach I have ever worked with has stressed the importance of stretching. When working out…
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SFNet's 40 Under 40 Award Winners Panel Recap
Mar 6, 2019Moderator: Samantha Alexander, regional underwriting manager, Wells Fargo Capital Finance’s Corporate Asset Based Lending group and 2016 CFA 40 Under…
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SFNet's Inaugural YoPro Leadership Summit
Mar 6, 2019The Secured Finance Network brought together the next generation of commercial finance leaders for a full day of learning and…
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It’s a Marathon, Not a Sprint
Aug 22, 2018I was recently invited to participate in an executive panel to answer questions from a credit training class comprised of...
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It’s Not Too Late – Five Member Benefits to Cash In On Now
Aug 1, 2018As we hit the half way mark on calendar year 2018, it is a good time to take stock and…
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It’s Time To Break Up With Your Phone
Jul 18, 2018Do I have your attention? Let’s be honest here: do you have the attention span to read this article? Compared…
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Lien Management – What You Need to Know
Jun 6, 2018UCC filing is the cornerstone of all loans and every lien portfolio...
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Potential Impacts of Blockchain on Commercial Lending
Jan 15, 2018By Raja Sengupta, Executive Vice President and General Manager, Wolters Kluwer’s Lien Solutions When it comes to the rising importance…
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How to be a Good Leader
Dec 5, 2017I know what you’re thinking…another article about how to be a good leader? The short answer is yes…but this time,…
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Fintech and Due Diligence – Disruptors and Established Firms Evolve
Oct 30, 2017The fintech sector has gone through a number of manifestations in the past two decades.
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A Commercial Banker’s Tickler Transition Plan
Oct 18, 2017Just do a keyword search for “bank tickler,” and you’ll quickly realize that banks are still heavily reliant on manual…
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Understanding and Developing Your Personal Brand: Four Steps to a More Intentional Career Progression
Sep 5, 2017It is imperative for individuals to have a general idea about their future career aspirations, just as companies should have clearly defined strategies.
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Selecting a Technology Vendor: 3 Questions to Ask
Jul 5, 2017As with anything else at your bank, selecting a technology vendor can be a challenging decision. Users from across different…
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Why Back-Office Lending Automation Enhances Customer Satisfaction
Apr 25, 2017Every bank strives to keep its customers happy. Of course, some institutions are better at achieving this goal than…
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The Lost Art of the Loan Purchase
Mar 2, 2017Purchasing a loan directly from a bank whether at par or discount is a not-often-used technique that is easily…
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Audit Prep: Why a Paperless Approach Makes Sense
Feb 15, 2017How much time does your financial institution spend preparing for audits? We recently surveyed 187 community banks, and the results…
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Back Office Support Services: Helping you approve more clients
Feb 7, 2017How many times have you come across a potential client who’s financials are either not up to date, not accurate,…
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“All Assets” is the Key When Drafting UCC-1 Financing Statement Collateral Descriptions
Jan 30, 2017Even when prepared by outside or in-house counsel, many lenders pay close attention to draft UCC financing statements before they…
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Paper Loan Files: Does Your Bank Know the True Cost?
Jan 12, 2017Sure, there’s a tangible cost associated with deploying an electronic loan imaging system. Software, support, and scanning hardware are just…
November 21, 2024
Source: RelPro
RelPro’s latest partnership expands its value to Professional Services firms.
Short Hills, NJ — November 21, 2024 — RelPro, the fast-growing business development and relationship management solution for Financial & Professional Services, announced today its latest partnership with Propense.ai, a SaaS platform delivering data-driven insights and service recommendations to professional services firms. RelPro’s accurate company and contact intelligence will enrich data for clients who use the Propense.ai platform, increasing the richness and value of AI-driven recommendations and supporting Propense.ai in its mission to identify growth opportunities for accounting and legal services firms.
RelPro integrates accurate company and contact intelligence from 20+ best-in-class data sources to help business development and relationship management professionals in the financial and professional service sectors save time and increase the effectiveness of their growth and client retention initiatives. Its data enrichment services further streamline clients’ data management and business development workflows by cleansing and augmenting their CRM and marketing data with complete, accurate intelligence.
Propense.ai analyzes a professional services firm’s historical data and market trends to identify cross-serving opportunities and deliver insights and recommendations based on that analysis. Partnered with RelPro’s data enrichment, Propense.ai can address their clients’ issues of inaccurate and outdated data, helping those firms take best advantage of data-driven insights and opportunities.
“We understand how critical it is for professional services firms to have clean and accurate data to power their business development and relationship management initiatives,” said Martin Wise, RelPro CEO and Founder. “Our partnership with Propense.ai delivers enriched company and business decision-maker intelligence to professionals in the accounting and legal industries, enabling them to optimize the insights they receive from Propense.ai.”
“Professional services firms often struggle with a lack of accurate or complete client data and RelPro enables us to fill in our clients' missing data points and maximize the relevancy and accuracy of our predictive models,” Timothy Keith, Propense.ai CEO, said about the partnership. “Together with RelPro, Propense helps accounting and law firms anticipate their clients' needs by identifying which services have been provided to similar clients and allowing professionals to proactively introduce relevant services to their clients.”
Founded in 2009, RelPro’s Relationship Intelligence solutions are built with the experience that there is no one nirvana source of B2B Company and Decision-Maker data – so why rely on one source of data? RelPro integrates data from best-in-class partners and the web to deliver a unique global database of over 7 million Companies and 150 million business decision-makers, allowing B2B Business Development, Relationship Management and Marketing professionals to quickly identify new prospects and close deals faster. RelPro includes automated Prospect Research to quickly inform business development outreach, and powerful Buyer Intent and Alerts that provide a call-to-action prompting timely interactions with prospects and clients.
To learn more about RelPro, visit our website – www.relpro.com, give us a call – (888) 561-7890, send us an email – info@relpro.com, or schedule a demo now. To learn what our customers are saying about RelPro, read the reviews on G2 Crowd.
Founded in 2023 and headquartered in Miami, Propense.ai is a SaaS platform that uses AI technology to anticipate client needs for professional services firms. Propense.ai enables firms to predict their clients' needs by analyzing historical data and market trends. Propense.ai was co-founded by Timothy Keith, CEO, Nnamdi Anyanwu, CTO, and Alexander Diaz, Head of Operations & Finance. For more information, visit www.propense.ai.