9Lenses
9Lenses is a web-based Advisory Experience Platform for financial institutions serving small and midsize businesses and middle-market companies.
What 9Lenses is
9Lenses is a web-based Advisory Experience Platform for financial institutions serving small and midsize businesses and middle-market companies. It helps teams uncover client needs, structure advisory conversations, and identify revenue opportunities. In digital consultations, clients answer guided questions about goals, challenges, priorities, and business conditions, then receive personalized scorecards with insights and recommendations. Institutions can configure questions, topics, scoring rules, advice, and client branding. The AI Sales Assistant uses client insights, institutional knowledge, and connected data to provide recommendations, conversation plans, and guidance, but it does not make autonomous decisions. An institution-branded Advisory Hub offers advisory tools, educational resources, insights, and AI chat, including self-service access. Configurable workflows can trigger communications and role-based alerts from defined events and conditions. Listed integrations include Salesforce, Microsoft Dynamics 365, HubSpot, Marketo, and Salesforce Pardot, with additional integrations supported. Security features include role-based access, privacy by design, and GDPR Ready labeling. Pricing is by request, with demos offered.
Good
- Guided consultations produce personalized scorecards
- Configurable questions, scoring, advice, and branding
- AI provides recommendations without autonomous decisions
- Advisory Hub supports client self-service
- Integrates with major CRM and marketing systems
Watch out
- Pricing is available only by request
- Implementation typically takes 30–60 days
- AI does not make autonomous decisions
- Collected information is hosted in the United States
Who it suits
It is designed for banking and insurance teams serving SMB and middle-market clients, including commercial banking, treasury sales, branch, and producer teams. It suits institutions wanting configurable advisory workflows and guided client consultations.
Verdict
9Lenses combines digital consultations, configurable advisory content, AI guidance, and workflow automation for financial institutions. Its emphasis on institution control and self-service client experiences makes it suited to structured relationship and revenue programs.
Plans and prices
From 9Lenses's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| 9Lenses platform | Priced on request | Pricing by request; demo offered |
The facts
Each one read from 9Lenses's own pages, with the date it was checked.
What it does
- Advisory Hub
- The configurable, institution-branded Advisory Hub gives business clients access to advisory tools, educational resources, insights, and AI chat.checked 9 Oct 2026
- AI assistant
- The AI Sales Assistant provides client-specific insights, recommendations, conversation plans, and guidance using client insights, institutional knowledge, and connected data.checked 9 Oct 2026
- AI coaching
- The AI Sales Assistant provides client-specific insights, recommendations, chat, and consultation plans for bankers.checked 9 Oct 2026
- 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.checked 9 Oct 2026
- 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.checked 9 Oct 2026
- Configuration
- Institutions can tailor questions, topics, scoring rules, advice, and client branding to their methodology.checked 9 Oct 2026
- Digital advisory
- Clients complete guided digital consultations and receive personalized scorecards with insights, recommendations, and advice.checked 9 Oct 2026
- Digital consultations
- Clients answer guided questions about their business, goals, challenges, and priorities, then receive a personalized scorecard with insights and recommendations.checked 9 Oct 2026
- 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.checked 9 Oct 2026
- Implementation
- The FAQ says implementation can typically take 30–60 days, depending on scope and integration needs.checked 9 Oct 2026
- Integrations
- The platform page lists Salesforce, Microsoft Dynamics 365, HubSpot, Marketo, and Salesforce Pardot integrations, and says it supports additional integrations.checked 9 Oct 2026
- 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.checked 9 Oct 2026
- Notable limit
- The company directs prospects to request a demo and does not display product prices on its homepage.checked 9 Oct 2026
- Privacy and hosting
- The privacy policy says collected information is hosted in the United States and protected with technical measures.checked 9 Oct 2026
- Product
- 9Lenses describes its product as an Advisory Experience Platform for financial institutions serving SMB and middle market businesses.checked 9 Oct 2026
- Purpose
- The platform helps financial institutions uncover client needs, guide advisory conversations, and identify revenue opportunities.checked 9 Oct 2026
- 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.checked 9 Oct 2026
- Self-service
- Businesses can access advisory tools and recommendations through self-service digital experiences without a banker meeting.checked 9 Oct 2026
- Support
- The contact page lists [email protected] for help and [email protected] to talk with sales.checked 9 Oct 2026
- Target users
- The platform is built for financial institutions serving SMB and middle-market businesses, including banking and insurance teams.checked 9 Oct 2026
- Workflow
- Configurable workflows can trigger client communications and role-based alerts based on defined events and conditions.checked 9 Oct 2026
The company
- Company
- The About page says 9Lenses was founded in 2011 and identifies Tom Hessen as its CEO.checked 9 Oct 2026
- Founded
- 2011checked 28 Sep 2026
- Headquarters
- Vienna, Virginia, United Stateschecked 28 Sep 2026
