Insightsfirst
An AI-Enabled Intelligence Platform That Empowers Professional Services Firms.
In today's fast-paced business landscape, gaining a competitive edge requires timely intelligence. Insightsfirst for Professional Services is an AI-driven platform that empowers teams across marketing, business development, strategy, research, and leadership with the insights needed to stay ahead. The platform synthesizes data from over 200,000 external sources and integrates your internal assets to deliver real-time, actionable insights. With advanced AI agents, Insightsfirst generates first drafts of content such as company profiles and RFP responses, allowing your team to focus on strategic decision-making.
With expert-driven analysis support, the platform transforms complex data into accessible and actionable insights. Its robust knowledge management features integrate internal and external sources, simplifying the search and discovery of content and insights, and content generation. It seamlessly connects with your existing knowledge hubs, workflows, and CRM systems, making it an essential component of your digital ecosystem.
Curation & Creation
AI-Insights that are curated by domain experts, to specific needs and for user groups across the organization. AI agents help create the first draft of content, such as company profiles, competitor benchmarking, or RFP responses.
Centralization
Insights that are timely, actionable, and disseminated through a centralized and interactive platform; can easily integrate with other internal/external data sources and applications.
Collaboration
Facilitates collaboration across business functions and geographies via customizable tagging, notifications, newsletters, and custom integrations.
Customer-Focused
Provides a fluid onboarding experience with the options to scale easily; also provides user-based analytics that allow you to track adoption and relevance.
Competitive Intelligence
Provides a Unified View of the Competitive Landscape
Provides a unified view of the competitive landscape and equips your teams with key insights to help them compete effectively in the marketplace. In addition, the platform equips you with curated and real-time intelligence on thought leadership and eminence activities, as well as investments made by your peers, thereby helping you identify key challenges and opportunities ahead of time.
- Provides alerts on trends, disruptors, and differentiators, as they happen
- Provides updates on eminence/thought leadership content to help identify white space and develop a differentiation strategy
- Provides intelligence on investments and capability enhancements to ensure you don’t lag behind your competitors
- Provides a snapshot of social media activities by the competition or it’s employees in order to keep a tab on them
Sector & Account Intelligence
Elevated Sector and Account View to Plan Your Moves in Advance
A cohesive program to support Sector and Account Teams with insights on trends, threats, and opportunities. It aims to provide a panoramic view of sector and key account movements to equip stakeholders with relevant data points to initiate an intriguing and engaging conversation with clients and prospects.
- Captures the current pulse of a sector that will, in turn, help shape future developments
- Provides forward-looking analysis to help identify the next big pockets of opportunities for you as well as your clients
- Provide account-level insights on developments, challenges, investments, and trends to nurture your key accounts
- Provides a robust view of developments across key firms in a sector and KPIs – Financial and ESG
Opportunity Radar
Smarter Sales Strategy using AI, for Faster Business Wins
Digitization, innovation, and disruption are rapidly transforming the marketplace, thus, creating new opportunities every day. As a result, Strategy Consulting, Accounting and Advisory, and other Professional Services firms need an intelligence program that detects relevant opportunities faster for proactive sales reach outs.
- Insightsfirst opportunity radar takes a trigger-based approach, using a mind-map framework, to identify relevant opportunities
- A mind-map could be specific to a sector or a focus area. For example, growth companies, distressed companies, companies with a focus on ESG or digital transformation, etc.
- Each mind-map has a painstakingly created set of triggers and keywords, that are finalized in consultation with clients
- New and advanced AI / NLP engines, automation and text analytics, are then used for collecting, segmenting, identifying and curating the opportuning, at scale
Knowledge Management
Streamlined Knowledge Management for Smarter Decision-Making
Digitization and innovation are reshaping the information landscape, generating vast amounts of data that can overwhelm traditional knowledge management systems. Professional Services firms face challenges with disparate sources, incomplete taxonomies, and time-consuming manual tagging. To stay competitive, organizations need an intelligence program that seamlessly integrates and curates internal and external knowledge, ensuring teams always have access to actionable insights.
- Content Harmonization helps unify diverse data streams into a cohesive platform, enabling effortless search and discovery
- A custom taxonomy framework is designed for specific focus areas – be it strategic insights, client work, or thought leadership—to standardize and enrich information classification.
- Each taxonomy and tagging protocol is developed in consultation with clients, ensuring tailored, relevant categorization that prevents teams from reinventing the wheel.
- Advanced AI, NLP, and automation tools collect, annotate, and curate new documents at scale, reducing manual effort and enhancing data accuracy.
- Easy integration with existing knowledge hubs, workflow platforms, and CRM systems ensures critical insights are consistently accessible for smarter decision-making.
Related Resources
Optimize Your Outcomes.
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