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9Lenses

Advisory Experience Platform for financial institutions that helps uncover client needs, 9

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9Lenses is an Advisory Experience Platform aimed at financial institutions serving SMB and middle market businesses. It offers digital advisory tools that collect client input through guided questions, an AI Sales Assistant that provides client-specific coaching and recommendations, and an Advisory Hub portal for client engagement. The platform includes a configurable intelligence layer with data models, scoring, and recommendation engines, plus workflow automation, integrations with CRM and core systems, and enterprise administration controls. Founded in 2011 and headquartered in Vienna, VA, 9Lenses serves banking, insurance, consulting, and technology sectors.

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