Empower your client success teams with actionable
intelligence that drives
retention, expansion,
and cross-selling
Client Revenue
Protection
Reduce client churn and drive client retention with high value, actionable intelligence.
Client Revenue
Expansion
Drive client expansion with high value intelligence that your team can use to grow revenue.
Why Client Intelligence?
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Deepen Client Relationships
Forge stronger connections by staying informed on your clients’ latest developments.
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Drive Client
RetentionAnticipate and address your clients' needs proactively, reducing churn.
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Identify Expansion Opportunities
Leverage insights to recognize and act on upsell and cross-sell opportunities.
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Enhance Strategic Advice
Offer timely, informed suggestions that align with your clients' business priorities.
See The Client Intelligence Dashboard
In Action Now
Focused On Your
Business
Challenges
1-On-1 With One
of Our Industry
Experts
Overview of Main
Features
WMC Client Intelligence Gives You
A Holistic View, Everyday
GROW
Revenue Expansion
PROTECT
Revenue Protection
TRACK
Client News
Features & Benefits
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Company News &
Updates -
Stay ahead with the latest news impacting your clients.
-
Benefit
-
Ensure your advice and solutions are always relevant and timely.
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Financial
Alerts -
Monitor key financial indicators to gauge your clients' business health.
-
Benefit
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Predict and prepare for your clients' evolving needs.
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Leadership
Changes -
Keep tabs on shifts in your clients' executive teams.
-
Benefit
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Adjust your strategy to maintain alignment with new decision-makers.
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Acquisitions &
Strategic Moves -
Gain insights into your clients' growth strategies.
-
Benefit
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Identify new areas where your services can support their goals.
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Strategic Priorities
Analysis -
Understand what drives your clients' decisions and investments.
-
Benefit
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Position your offerings as essential to their success.
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Investor
Updates -
Keep informed on key client announcements and drivers that impact their business.
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Benefit
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Ensure your messaging is in line with the latest client strategy.
How It Works?
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Select Your
Clients -
Tell us which clients you would like to track.
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Receive Timely Intelligence
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We send you new intelligence every 24 hours on key client changes. Access the intelligence in the CRM systems you use.
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Deliver Exceptional Service
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Use our intelligence to anticipate client needs and exceed expectations
Hear From
Our Clients
About The Platform
"Excellent software for gathering strategic intelligence."
About The Industry Reports
“The publication of weekly curated reports related to industry and competitor press announcements has been very valuable in monitoring the market.”
About TheData Collection
“Frequent raw data lists sent to us and an easy to use portal. Easy to contact account owner with one point of contact.”
Pricing & Plans
Flexible pricing to suit your team's size and needs. Get started
today and see
the difference for yourself
Elevate Your Client Success
Strategy
Sign up for a demo or contact us to learn more about how Client Intelligence can transform your client relationships.