Sales Enablement
Consistent Growth Starts with Consistent Advisory
The Challenge
Client Conversations Stay Transactional, Leaving Growth Opportunities Undiscovered
Sales executives manage too many SMB and middle market client relationships to fully understand every business. Without a consistent way to uncover client needs and recommend the right solutions, conversations often focus on immediate requests, leaving opportunities to deepen relationships and grow revenue undiscovered.
Needs Go Uncovered
Opportunities surface late, or not at all.
Comfort-Zone Selling
Execs recommend what they know, not what the client needs.
Lack Confidence to Advise
Without a full picture of the business, execs take orders.
Reactive Client Engagement
Conversations answer today's request and stop there.
The gap isn't more training. It's a repeatable way for every exec to uncover needs and recommend the right solution.
The Solution
Proven Advisory System, Tailored to Every Client
9Lenses turns traditional client interactions into structured consultations. Every sales executive follows the same proven advisory system to uncover client needs, deliver personalized advice, and recommend the most relevant solutions.
While the advisory process is consistent, every consultation is tailored to the client’s unique business, priorities, and challenges — creating a more consistent client experience and more predictable growth.
What is a consultation?
Advising on the client’s whole business — not pitching a single product.
Conversation
Limited value; Fishing to find needs
Whole-Business Consultation
Advising and solving the customer’s challenges holistically with the right solutions
"I'd recommend a Cash Cycle Review. I'll evaluate your financial processes and come back with recommendations tied to your priorities."
How it Works
A Four-Step Consultation Process
Offer a valuable consultation
Tangible value is the reason clients say yes.
Client completes digital advisory tool
Client needs are uncovered and personalized insights delivered, preparing both sides for a more valuable consultation.
AI prepares the sales exec
Talking points, insights, and solution recommendations, prepared automatically.
Deliver the consultation
The exec advises on top needs and recommends the most relevant solutions.
Powered by Digital Advisory Tools
Discover the Client Needs Before You Meet
Digital Advisory Tools surface each client’s priorities and pain points so the exec and the client arrive with the same picture.
- Personalized scorecard
- Business insights
- Industry benchmarks
- Tailored recommendations
Powered by the AI Banker Assistant
AI Assistant Coaches Every Sales Executive To Advise Like a Top Performer
The AI Assistant provides personalized coaching that helps sales execs recommend the right solutions based on each client’s unique needs, packaged in a ready-to-use consultation plan.
- Consultation plan
- Talking points & coaching
- Recommended solutions
- Proposed Account plan
- Industry insights
Built for every client-facing role
Relationship Managers
Treasury & Cash Management
Insurance Producers & Account Managers
Financial Advisors & Wealth Managers
Lending & Credit
And more across your organization
One proven process. Every role. Every line of business.
Drive Advisory Growth
Outcomes That Matter
More Consistent Growth
Stronger Client Relationships
Faster Onboarding of New Hires
Shorter Sales Cycles
Customer Story
How U.S. Bank Grows with 9Lenses
U.S. Bank uses 9Lenses to make advisory conversations repeatable — across thousands of clients and every line of business.
- Consultive banking at scale
- Shorter sales cycles
- Faster onboarding for new hires
- Stronger client relationships
Turn Conversations Into Consultations
See how 9Lenses equips every sales exec to deliver personalized advice and create predictable growth.
