1181: AI Client Intelligence: Transform Professional Services Through Predictive Analytics and Relationship Mapping with Knownwell CMO Courtney Baker

Adopting AI thoughtfully is key to balancing innovation with quality and maintaining that human touch customers value. AI can streamline tasks and personalize customer interactions, but over-reliance can risk making engagements feel impersonal. The most successful approaches often blend AI with human insight, where AI handles repetitive tasks or data analysis, freeing up human team members to focus on creativity, relationship-building, and nuanced decision-making. 

Courtney Baker is the CMO of Knownwell, a company that provides AI-powered intelligence solutions for professional service firms. She is also the host of the AI Knowhow podcast, where she explores the deployment of AI in business. Courtney has led the transformation of a personality-driven brand into a product-led one, and now she is focused on helping organizations leverage AI to elevate their customer relationships and operational efficiency. Today, Courtney discusses the exciting potential of AI to transform businesses, particularly in the professional services industry. Stay tuned!

Resources

• Knownwell: AI Platform Company for Client Intelligence. Spot At-Risk Clients Before It’s Too Late.
• Courtney Baker on LinkedIn
• AI Knowhow Podcast on Apple Podcasts

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Filed in: Interview • Podcast