IH Platform

Solutions for Financial Services

Learn how Introhive's AI-powered platform automates data collection and relationship intelligence so financial services firms can ditch mundane data entry for all employees and accelerate their firm's growth.


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Increase Employee Productivity

Save 7+ hours of weekly productivity per professional by automating data entry. Introhive's email to CRM automation capabilities put more time back in the work week to sell and close new business.


Make Data-Driven Decisions the Norm

Infuse relationship intelligence into the day to day workflows of your firm. Grow your business faster with advanced data analytics, reports and dashboards  - in solutions like Salesforce, Tableau or Power BI - to drive relationship-based decisions.


Retain & Grow Current Customers

Proactively manage relationships and receive early warning signals for key contacts and accounts with declining engagement to ensure you never lose another customer. 


Accelerate Deal Cycles & Win Rates

Easily map relationships for new business introductions and cross sell and upsell opportunities. Visualize relationships maps directly in CRM or in email digest reports.

Trusted by Leading Global Brands





Eliminate mundane data entry and increase employee productivity to get more out of your CRM



Build business with insightful relationship mapping—where and when you need it



Empower your team with always-accurate CRM data without any of the busywork



Discover more insights with superior relationship analytics, data dashboards, reports and more

Find a Solution for Your Role

Increases revenue and market share, by accelerating new relationships and identifying cross-sell and upsell opportunities.

Grow customer lifetime value, by breaking down silos and ensuring all internal stakeholders have access to real-time account intelligence and relationship trends.


Enhance visibility into the essential relationships that increase revenue, increase employee productivity, and reduce client churn.

Improve marketing return on investment (MROI) and increase revenue, by improving the accuracy and completeness of data within CRM for personalized and segmented campaigns.

Automation increases employee productivity and ROI from technology investments by reducing the time an individual spends manually entering contact records and logging activities into the CRM.

Our Clients Say It Best

Adelle Erdman

Adelle Erdman

Executive Director of Marketing - Frazier Deeter

“With Introhive, the process of identifying who knows who at key accounts is automatic. That’s a big win for our firm because we are reaching clients and prospects that we have missed out on for all these years, while simultaneously reducing workload for the partners, as well as marketing.”


Stuart Cassie

Stuart Cassie

Sales, Marketing & Alliance Director - Hitachi Solutions

“Introhive enhances our ability to successfully manage accounts and identifies key relationships with potential new business. It does this without the user having to enter any specific information, which is the challenge with CRM in general. Put the two together and it's a powerful tool to allow us to serve our customers better and grow the business."

Suzanne Reed

Suzanne Reed

Chief Marketing Officer - LBMC

“Introhive is a tool that adds instant value to our end-user professionals in the form of time savings, but it also contributes to the bigger objective of our firm, which is gathering a holistic view of client intelligence in a centralized repository.”


Barry Devereux

Barry Devereux

Managing Partner - McCann FitzGerald

“We want to provide our clients with the best possible experience, and that requires a deep understanding, across the firm, of every touch point we have with them, We chose Introhive’s platform because it will not only give us valuable insights into those client relationships, it will do so securely and instantly, across the entire firm.”


Schedule a demo with an Introhive representative to discover how others are using relationship mapping and intelligence to improve their employee productivity and growth.