Platform
The Advisory Experience Platform
The technology behind repeatable advisory growth.
9Lenses helps financial institutions transform relationships by enabling every sales exec to deliver personalized advisory experiences that uncover needs, build trust, and drive growth — with consistency and scale.
One Platform. Three Layers. Built for Advisory Growth.
Where clients and sales execs interact, how insight is created, and how it all runs inside your bank.
Experience Layer
Where clients and bankers interact
- AI Sales Assistant
AI-powered coaching, talking points, and recommended next actions.
- Advisory Hub
The central workspace for managing clients, insights, and advisory activity.
Intelligence & Orchestration Layer
How 9Lenses turns client input into structured intelligence and action
Data Models
Organize every question around the business dimensions that matter.
Scoring Engine
Evaluates responses to identify strengths, gaps and priorities.
Recommendation Engine
Determines the most relevant insights and recommended solutions.
AI Layer
Uses structured intelligence to generate, synthesize and personalize advice.
Workflow & Automation
Orchestrates the advisory process from engagement through follow-up.
Enterprise Layer
How 9Lenses operates within your bank
- Integrations
Seamlessly connects with your core systems, CRM and the technology ecosystem.
- Salesforce
- Microsoft
- and more...
- Security
Enterprise-grade security, data privacy and compliance you can trust.
- GDPR Ready
- Administration & Governance
Control users, content, configurations and platform governance.
- Role-based access
- Content & version control
- Audit logs & reporting
Layer 01 · Experience Layer
Digital Advisory Tools
Turn Client Input into Personalized Advice
Advisory Tools are digital consultations that collect insights directly from clients about their business, needs, and priorities. 9Lenses analyzes their responses and instantly provides your clients a personalized scorecard with insights and advice.
Sales execs receive the same insights, giving them a deeper understanding of the client and a clear starting point for an advisory conversation.
1
Collect Insights
Clients answer guided questions about their business, goals, challenges, and priorities.
2
Analyze
9Lenses analyzes responses using your bank’s methodology and 9Lenses intelligence.
3
Personalized Scorecard
Clients receive a personalized scorecard with scores, insights, recommendations, and advice.
Fully Configurable. Built Around Your Expertise.
Custom Questions & Topics
Create or tailor questions and topics to fit your methodology and client needs.
Bank-Defined Logic & Scoring
Set the rules that determine how the experience adapts and how scores are calculated.
Tailored Advice & Resources
Deliver the insights, education, and recommendations that reflect your expertise.
Branded Client Experience
Deliver a seamless, on-brand experience across every client touchpoint.
Flexible & Scalable
Build once and use across segments, industries, and regions.
AI Sales Assistant
AI That Understands the Client and Your Financial Institution
The 9Lenses AI Sales Assistant combines unique client insights captured through Advisory Tools with your bank’s products, sales methodologies, and data from connected systems. This gives every banker highly personalized guidance grounded in a complete understanding of the client and your bank.
Intelligence Sources
Direct Client Insights
- Advisory Tool responses
- Scorecards
- Priorities & needs
FI Knowledge
- Products & solutions
- Sales methodologies
- Bank expertise
Connected FI Data
- Transaction data
- CRM data
- Other client information
Powerful Outputs
AI Chat
Personalized Consultation Plans
Relationship Roadmaps
Not Generic AI. AI Grounded in Every Client Relationship.
Unique client insights. Your financial institution’s knowledge. Connected data. The context that drives better conversations and stronger relationships.
Advisory Hub
A Digital Destination for Client Engagement
The Advisory Hub is a configurable, FI-branded portal where business clients can access Advisory Tools, educational resources, insights, and other content from their bank.
Integrated AI Chat can take the experience further, combining the FI’s content and expertise with personalized insights captured through Advisory Tools to provide relevant, client-specific guidance.
Advisory Tools
Resources & Content
Centralize educational content, insights, resources, and other business guidance.
Integrated AI Chat
Provide client-specific guidance grounded in Advisory Tool insights and the FI’s approved content and expertise.
FI-Branded & Configurable
Control the portal experience, branding, content, and available resources.
See the experience your clients and bankers would actually use.
A walkthrough of Advisory Tools, the AI Sales Assistant, and the Advisory Hub.
Layer 02 · Intelligence Layer
Turn Client Input into Actionable Intelligence
9Lenses combines structured data, scoring, recommendation logic, and AI to transform client input into meaningful intelligence. Each component is configurable to reflect your financial institution’s methodology and expertise.
Client Input
Guided questions
Clients share insights about their business, goals, and challenges.
Intelligence Layer
CONFIGURABLE TO YOUR BANK'S METHODOLOGY
Data Models
Structure client information around the dimensions that matter.
Scoring Engine
Measures performance and identifies strengths, gaps, and priorities.
Recommendation Engine
Applies configurable logic to determine relevant advice and next steps.
AI Layer
Combines client intelligence with your bank's product knowledge and sales methodologies to deliver deeper insights, analysis, and guidance.
Powerful Outputs
Personalized Scorecards
Clear scores, priorities, and opportunities.
Insights & Analysis
Deeper understanding that drives better decisions.
Sales Guidance
Actionable guidance to advise with confidence.
Intelligence built on your expertise.
Configurable. Trusted. Built to drive results.
Workflow & Automation
Automate Engagement, Alerts, and Actions
9Lenses provides configurable workflow and automation capabilities that keep clients engaged and route insights to the right people across the bank.
Automated Communications
Trigger invitations, reminders, and other client communications based on defined events.
Role-Based Alerts
Automatically notify the right bankers, managers, TMOs, and specialists based on activity.
Configurable Triggers
Define the events and conditions that initiate communications, alerts, and other actions.
Workflow Configuration
Configure workflows by Advisory Tool, audience, role, or use case to fit your strategy.
Layer 03 · Enterprise Layer
Built for the Enterprise
9Lenses provides the integration, security, and administrative capabilities financial institutions need to deploy and manage advisory experiences across the organization.
- Integrations
Connect 9Lenses with the systems your teams already use to exchange client data, insights, and activity.
- Salesforce
- Microsoft Dynamics 365
- Hubspot
- Marketo
- Salesforce Pardot
- ...and more
- Security
Protect client and bank data with enterprise-grade security, privacy, and access controls.
- Data protection
- Role-based access controls
- Privacy by design
- Secure platform
- Administration & Governance
Centrally manage users, roles, content, configurations, permissions, and platform settings.
- User & role management
- Content management
- Configurations & permissions
- Reporting & audit
See the Advisory Experience Platform in action
Walk through how 9Lenses helps every sales exec deliver personalized advisory experiences — with consistency and scale.
