FAQ

9Lenses is a fintech platform that helps banks and financial institutions grow revenue by turning everyday client interactions into structured, high-value consultations that uncover needs and drive solution-based selling.

The platform is used across banking and insurance to help teams better understand their clients and deliver more relevant, advisory-driven conversations.

Banks and financial institutions are often missing revenue opportunities because many client relationships remain transactional. Relationship managers manage large portfolios and cannot deeply understand every client, which leads to missed opportunities across payments, credit, treasury, insurance coverage, and other solutions.

9Lenses solves this by helping teams systematically uncover client needs and deliver more meaningful, consultative conversations at scale.

Three major trends are driving demand:

1. Business and Commercial Banking are key growth priorities
2. Financial institutions are under pressure to adopt AI in ways that drive revenue
3. Organizations are shifting toward more consultative, advice-driven client engagement

9Lenses addresses all three by enabling AI-powered, relationship-driven growth.

9Lenses increases revenue by:

• Uncovering more sales opportunities across the full product set
• Increasing share of wallet with existing clients
• Improving win rates through stronger discovery and positioning
• Shortening sales cycles by preparing bankers before client meetings

Banks and financial institutions using 9Lenses report:

• Increased cross-sell and share of wallet
• Faster sales cycles
• More consistent performance across teams
• Deeper client relationships

What used to take one month to understand a commercial client’s needs and present relevant solutions now happens in a single 30-minute meeting.

Teams save hours previously spent on manual discovery, preparation, and coordinating resources, as the AI Relationship Assistant handles that work upfront.

Banks and financial institutions using 9Lenses report faster sales cycles, larger deal sizes, higher win rates, and a repeatable engagement model that scales across the full client portfolio.

The 9Lenses Client Consultation Platform helps banks and financial institutions turn client interactions into structured, high-value consultations that uncover needs and drive growth.

It combines digital advisory tools, client scorecards, and guided workflows to help bankers and relationship managers lead better conversations and recommend the right solutions. The AI Relationship Assistant enhances this by providing tailored guidance based on each client’s inputs, making every interaction more effective, consistent, and well prepared.

1. The banker or relationship manager offers a personalized consultation to customers and prospects
2. The customer completes a digital advisory tool (5–10 minutes) and receives an instant scorecard with personalized recommendations and insights
3. The banker prepares using the customer’s scorecard and guidance from the AI Relationship Assistant
4. The banker leads a structured consultation focused on solving client needs

Client data is collected through short digital advisory tools that clients complete prior to a meeting.

These tools gather information about the client’s business, including cash flow, payments, credit usage, insurance exposure, and operational challenges, and generate a personalized scorecard with recommendations.

The 9Lenses AI Relationship Assistant is an AI-powered tool that provides bankers and relationship managers with clear, client-specific guidance on what to recommend, why it matters, and how to position solutions effectively.

It uses client-provided data to generate tailored insights, making every banker and advisor more prepared and effective.

Most AI tools rely on generic prompts or internal data.

The 9Lenses AI Relationship Assistant is unique because it is built on client-specific inputs, including their goals, challenges, and operational gaps.

This allows it to deliver highly relevant, actionable guidance that is directly tied to each client’s needs.

9Lenses enables branch staff to go beyond transactions and confidently engage small business customers in meaningful, business-focused conversations.

Using digital advisory tools and AI-driven guidance, branch teams can quickly understand a customer’s needs and recommend relevant solutions across deposits, payments, credit, and other services. This allows branches to uncover opportunities that would otherwise be missed.

The result is stronger relationships, increased share of wallet, and new revenue growth from existing business customers—without requiring additional headcount.

Yes. 9Lenses advisory tools can be used in a self-service model, allowing businesses to access instant insights and recommendations without needing to meet with a banker or advisor.

These tools are typically packaged into a digital resource hub or advisory catalog, where businesses can explore topics such as cash flow, payments, credit, and risk at their convenience. As they complete each assessment, they receive a personalized scorecard with actionable recommendations.

This creates immediate value for the customer while also generating insights for the financial institution, helping teams identify opportunities and follow up with more informed, relevant conversations.

9Lenses helps insurance producers and account teams uncover client risks, gaps, and opportunities through structured, consultative conversations.

Using digital advisory tools, clients share information about their operations, exposures, and priorities. This generates a clear view of where coverage may be insufficient or where additional services could add value. The platform then guides producers on how to position recommendations effectively.

This allows insurance teams to move beyond renewals and reactive service, strengthening relationships, increasing retention, and identifying new revenue opportunities.

9Lenses is used across financial institutions by:

• Business and Commercial Banking teams
• Treasury Management sales teams
• Branch staff serving small businesses
• Insurance producers and account management teams

It supports both experienced relationship managers and new hires.

9Lenses accelerates onboarding by providing real-time guidance during actual client interactions.

New relationship managers do not need to memorize every product. Instead, they receive clear recommendations and coaching, helping them become effective much faster.

No. 9Lenses enhances them.

The platform equips bankers and relationship managers with insights and guidance so they can deliver better conversations and recommendations. They remain the primary relationship owner.

Yes. 9Lenses can integrate with systems like Salesforce to embed insights and workflows into existing banker and relationship manager processes.

The platform is designed to work within financial institution compliance frameworks.

The AI Relationship Assistant provides guidance but does not make autonomous decisions, ensuring bankers and relationship managers remain in control of client interactions.

9Lenses can typically be implemented in as little as 30–60 days, depending on scope and integration needs.

Clients receive:

• Personalized insights about their business
• Relevant recommendations tied to their goals
• More efficient and valuable meetings

This leads to stronger relationships and higher satisfaction.

CRM systems store data. Analytics tools provide reports.

9Lenses focuses on action—helping bankers and relationship managers use client insights to have better conversations and drive revenue in real time.

You can request a demo directly on our website or contact the 9Lenses team to see how the platform works in your environment.