New: Company Insights, Built into Client Sense

Author

Leona Skene

Date

15 December 2025

Tags

Company Insights, Built into Client Sense

Introducing Company Insights: More Context for the Companies You Already Know

Company Insights is now available for all Client Sense clients to enable, at no extra cost.

What is Company Insights?

It enriches your existing company data with high level publicly available information (like industry, size and social profiles) for the companies your firm interacts with. 

Firms are already using it to:

  • Refine and segment their marketing lists
  • Tailor event invites by company size or industry
  • Spot new opportunities, beyond existing clients
  • Communicate targeted and industry specific alerts

Once enabled, you’ll start to see this new information appear across Contact Cards, Dynamic Lists, Reports and Search.

Privacy remains our priority.

Company Insights only surfaces publicly available company information, never personal information.

It’s built to work within your existing privacy and security settings.

It’s just one more way we’re helping firms get more from the connections they already have.

Stay informed with insights designed to support client service, retention and growth.

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