Blog | 9Lenses

29Dec

The 8 Non-Negotiables of Being a Trusted Advisor in Banking

At 9Lenses, our mission is to turn every sales rep into a trusted advisor. But what exactly is a “trusted advisor”? Let’s take a look....

December 29, 2025

20Oct

How AI Is Transforming Treasury Management Officers Into Trusted Advisors

Treasury Management Officers (TMOs) are often brought into customer meetings by Relationship Managers, who own and manage the broader client relationship. As subject matter experts,...

October 20, 2025

16Oct

A Day in the Life of a Banker Using the AI Banker Assistant

In today’s fast-moving banking environment, preparation and insight are everything. The AI Banker Assistant helps bankers walk into each conversation already equipped with context and...

October 16, 2025

11Sep

The Future of Banking is Not Generic: Why Specialized AI is Better than Generalist AI

The rise of artificial intelligence has changed the way we work. From automating tasks to summarizing documents, tools like Copilot, Gemini, and ChatGPT have proven...

September 11, 2025

11Sep

How Banks Can Leverage AI to Upskill Bankers and Drive Revenue Growth

Your Bankers Are the Heroes. AI Just Makes Them Faster, Smarter, and More Effective. Strong relationships have always powered Commercial and Business Banking. Customers want...

September 11, 2025

12Aug

Insurance Carriers: Want Broker Loyalty and Growth? Be a Trusted Advisor

As a carrier, it’s easy to end up stuck at arm’s length because the sales motion is reactive to broker requests, especially in middle-market and...

August 12, 2025

How insurance brokers scale growth with advisory tools.

11Aug

Advisory Tools Help Insurance Brokers Scale Significant Growth. Here’s How.

Brokers want to drive growth and deliver insights. As they move downmarket, the number of customers increases, making those customer-focused insights more of a challenge...

August 11, 2025

30Jul

Breaking Internal Silos Enables Insurance Brokers To Drive More Cross-Sell Opportunities.

At most large insurance brokers, scale comes at the expense of cohesion. Sales organizations are often structured by line of business, region, or customer segment,...

July 30, 2025

AI Can't Replace Banker Relationships. But it can enhance them!

11Jun

AI Can’t Replace Banker Relationships. It Should Make Them More Effective.

In banking, relationships are everything. Especially in business and commercial banking, where decisions aren’t just about rates and fees – they’re built on trust. But...

June 11, 2025