Propense.ai

As 2024 wraps up and we all start to plan for the new year, it's worth remembering this: "Regardless of where your firm is at in terms of their level of investment [in you], you are always your best investment." #BDDifferent thought leader Amy Franko shared this advice when we asked her what accountants can do if they want to become better business developers. Remember to invest in your career development in 2025! Raise your hand and pursue development opportunities. Don't wait for them to come to you. #accounting #lawfirm #legal #BD

I just published my first LinkedIn article 🔥, exploring a topic I’ve spent the last decade thinking about: Tech Adoption in Professional Services. For reasons I can’t fully explain, I’ve always found this challenge fascinating and developed a deep passion for understanding it. Over the years, I’ve learned the hard way that traditional metrics for tech "adoption" — like tracking logins or time spent on a platform — are misleading and, frankly, a waste of time. What truly matters is whether the technology aligns with the unique workflows of professional services firms. When technology simplifies tasks, works with how professionals work, and delivers value seamlessly, adoption happens naturally. I know not everyone in my network may agree with this perspective, and that’s okay. I wanted to share my thoughts because I believe we, as technology providers supporting the professional services industry, can and should do better. The professional services industry is growing and needs our help — but to provide real value, we need to listen better to them, not the other way around. Read my full take here

🚀 Excited to welcome Propense.ai to our portfolio at Thomson Reuters Ventures! This partnership marks a new chapter in using AI to drive innovation within professional services. Propense.ai’s approach uniquely integrates internal and external data, helping accounting and law firms streamline processes and uncover new opportunities for proactive business development—a critical edge in today’s rapidly evolving landscape. As industries like legal and tax become increasingly complex, this vertical-specific AI brings a tailored perspective, meeting the demands for insights that go beyond what more general platforms provide. Looking forward to seeing the impact of this partnership! #AI #AccountingInnovation #Startups

As the year starts to wind down, this holiday period offers a moment to pause, reflect, and express gratitude—not just for personal milestones, but also for the partnerships and progress that continue to shape our journey. It’s been an exciting year for Thomson Reuters Ventures filled with meaningful conversations, impactful initiatives, and opportunities to support founders breaking new ground. None of it would have been possible without the incredible people I've had the privilege of working with—thank you for being part of this ride. Here’s a quick look at a few things we've accomplished so far this year: 🔹 Thomson Reuters earmarked $8B to invest in AI-related startups 🔹 TR Ventures invested in some incredible founders and groundbreaking tech in 2024: Payflow, Noetica, Fieldguide, and Propense.ai 🔹 My colleague Joseph Dormani was selected to join the Kauffman Fellows class 29 🔹 Shared insights and investment expertise across eight countries, connecting with global audiences, and fostering new ideas 🔹 Presented Thomson Reuters Ventures' investment thesis at 11 key conferences Wishing everyone a wonderful week filled with connection, rest, and reflection. 🍂 #Gratitude #ThomsonReuters #Milestones #VentureCapital

Happy Thanksgiving! 🦃 🍁 As we wind down for the holiday, we want to say "Thank You" to everyone who has made this year so memorable. 1️⃣ To our incredible customers, thank you for trusting us to support your firms in anticipating your clients' needs and providing more value to them. 2️⃣ To the many firms evaluating our solution, thank you for engaging with us and exploring how we can work together to help your firms grow and better serve your clients. 3️⃣ To everyone in our network, we wish you a happy holiday season filled with good food and good times with those who matter most. Happy holidays from all of us at Propense.ai!

We’re thrilled to announce a strategic partnership between Propense.ai and Introhive. Why It Matters: Imagine walking into a client meeting armed with a roadmap of not just who to talk to but also what they’re likely to need next. With this partnership, we’re enabling professional service firms to identify high-probability services for clients based on existing relationships. Our partnership merges Introhive’s powerful relationship intelligence by pairing warm connections with precise service recommendations. At Propense.ai, we’re committed to transforming client engagement strategies—and with Introhive by our side, the future looks brighter than ever.

“The reality is that to do effective business development, you have to have a keen eye on thought leadership and personal branding . . . business development rainmakers and thought leaders have a little something extra in their abilities that makes them push out and do more.” As much as we might wish that “little something extra” is just their use of data and technology, we know data and tech have little value without people and process. Experts like Paula Zirinsky can help upskill a firm’s people and process to nurture more rainmakers, while Propense is focused on providing the tech to help those people execute their BD processes more effectively. The right people + process + tech + data = client service & BD success 🏆 #BDDifferent #BD #lawfirm #accountingfirm #clientservice

RelPro, Inc. is excited to announce our latest partnership with Propense.ai! RelPro’s accurate company and contact intelligence will enrich data for clients who use the Propense.ai platform, increasing the value of AI-driven recommendations and supporting Propense.ai in its mission to identify growth opportunities for accounting and legal services firms. Read the full press release: https://lnkd.in/euEJmPmF #BusinessDevelopment #ProfessionalServices #DataEnrichment #RelationshipManagement #Partnership

How do you grow as fast and consistently as the top 10 firms? “You need to build a growth engine.” Build an engine that grows with, for, and (at times) in spite of the professionals so that the organization grows without completely relying on individuals to make it happen. Alan Whitman #growthengines #accounting #BD #AI

If you’re looking for one more #LinkedIn post to further your Monday procrastination before diving into your to-do list, look no more! This segment from our interview with #BDDifferent thought leader Alex Drost is longer than your typical LinkedIn video (perfect procrastination fodder), but Alex masterfully condenses into 5 minutes a thorough explanation of why PE firms are investing in accounting firms. Key factors: 1️⃣ PE firms have a lot of “dry powder” 2️⃣ many accounting firms lack a clear succession plan 3️⃣ technology has rapidly advanced 4️⃣ COVID revolutionized where and how accountants work 5️⃣ accounting is a fragmented market All leading to an industry that is ripe for #disruption. Enter #PE investment.