Feature walkthrough of Knownwell

Knownwell

Knownwell is an AI platform offering instant, unbiased insights into your client portfolio’s health for smarter decision-making.

View your portfolio health and trending over time
See the events that have impacted your portfolio health score
Ask Exo for information or recommendations on your clients
View the health of your different portfolios
View the health of your client and trending over time
View summarized Strengths, Weaknesses & Recommendations for each of your clients
View the status of your client relationships
Real-time overview of your commercial health
Effortlessly align your team toward high-impact priorities
View your Operations at a glance and where best to deploy resources