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9Lenses
9lenses.com
Spec sheet
- Purpose
- 9Lenses helps financial institutions turn business-client interactions into structured consultations that uncover needs and support solution-based selling.Read 9 Oct 2026 · 9lenses.com
- Product
- 9Lenses describes its product as an Advisory Experience Platform for financial institutions serving SMB and middle market businesses.Read 9 Oct 2026 · 9lenses.com
- Intended users
- The FAQ names business and commercial banking teams, treasury-management sales teams, small-business branch staff, and insurance producers and account teams as users.Read 9 Oct 2026 · 9lenses.com
- Integrations
- The platform page lists Salesforce, Microsoft Dynamics 365, HubSpot, Marketo, and Salesforce Pardot integrations, and says it supports additional integrations.Read 9 Oct 2026 · 9lenses.com
- Security
- The platform page describes data protection, role-based access controls, privacy by design, and a secure platform; it also labels the platform GDPR Ready.Read 9 Oct 2026 · 9lenses.com
- Support
- The contact page lists [email protected] for help and [email protected] to talk with sales.Read 9 Oct 2026 · 9lenses.com
- Headquarters
- Vienna, Virginia, United StatesRead 28 Sep 2026 · 9lenses.com
- Founded
- 2011Read 28 Sep 2026 · 9lenses.com
- Company
- The About page says 9Lenses was founded in 2011 and identifies Tom Hessen as its CEO.Read 9 Oct 2026 · 9lenses.com
- Advisory Hub
- The configurable, institution-branded Advisory Hub gives business clients access to advisory tools, educational resources, insights, and AI chat.Read 9 Oct 2026 · 9lenses.com
- AI assistant
- The AI Sales Assistant provides client-specific insights, recommendations, conversation plans, and guidance using client insights, institutional knowledge, and connected data.Read 9 Oct 2026 · 9lenses.com
- AI coaching
- The AI Sales Assistant provides client-specific insights, recommendations, chat, and consultation plans for bankers.Read 9 Oct 2026 · 9lenses.com
- AI decision role
- The FAQ says the AI Relationship Assistant provides guidance but does not make autonomous decisions; bankers remain in control of client interactions.Read 9 Oct 2026 · 9lenses.com
- Compliance and AI control
- The FAQ says the platform is designed to work within financial-institution compliance frameworks and that its AI assistant does not make autonomous decisions.Read 9 Oct 2026 · 9lenses.com
- Configuration
- Institutions can tailor questions, topics, scoring rules, advice, and client branding to their methodology.Read 9 Oct 2026 · 9lenses.com
- Digital advisory
- Clients complete guided digital consultations and receive personalized scorecards with insights, recommendations, and advice.Read 9 Oct 2026 · 9lenses.com
- Digital consultations
- Clients answer guided questions about their business, goals, challenges, and priorities, then receive a personalized scorecard with insights and recommendations.Read 9 Oct 2026 · 9lenses.com
- Hosting and privacy
- The privacy policy says information is hosted by data hosting providers in the United States and that 9Lenses uses technical measures to secure it.Read 9 Oct 2026 · 9lenses.com
- Implementation
- The FAQ says implementation can typically take 30–60 days, depending on scope and integration needs.Read 9 Oct 2026 · 9lenses.com
- Notable limit
- The company directs prospects to request a demo and does not display product prices on its homepage.Read 9 Oct 2026 · 9lenses.com
- Privacy and hosting
- The privacy policy says collected information is hosted in the United States and protected with technical measures.Read 9 Oct 2026 · 9lenses.com
- Self-service
- Businesses can access advisory tools and recommendations through self-service digital experiences without a banker meeting.Read 9 Oct 2026 · 9lenses.com
- Target users
- The platform is built for financial institutions serving SMB and middle-market businesses, including banking and insurance teams.Read 9 Oct 2026 · 9lenses.com
- Workflow
- Configurable workflows can trigger client communications and role-based alerts based on defined events and conditions.Read 9 Oct 2026 · 9lenses.com
Plans and prices
9Lenses platform Priced on request Pricing by request; demo offered Read 9 Oct 2026 · 9lenses.com
Where Specifiction places it
- Sales Enablement Software#9 of 328.1
