Proactive Relationship Management
Stay ahead of client events, personalize outreach, and maintain a clean CRM
Act on Opportunities Early
From leadership changes to financings and layoffs, be alerted to high-impact client events as they happen—giving your firm the edge to respond before competitors even notice.
Strengthen Relationships
Identify your firm’s strongest connections to a client and create personalized messages in each partner’s tone of voice, ensuring relevance and resonance in every communication.
Keep CRM Data Clean
Our AI analyzes your CRM and communication history to keep your data up to date and accurate—so your outreach starts with accuracy, not errors.
Engage Clients at the Perfect Moment
Foundation Proactive, powered by Postilize, uses AI to scan thousands of data points and surface genuine business needs.
Whether it's leadership changes, funding rounds, or layoffs, you'll receive alerts at the moment your support is most impactful—making it easy to reach out proactively and add value when it matters most.
Deepen Relationships
Stay connected with what matters most. Foundation Proactive, powered by Postilize continuously monitors your key contacts and relationships—tracking individuals, companies, and context—to surface the right message at the right moment.
By analyzing relationship signals daily, it ensures you stay top of mind and effortlessly maintain meaningful connections. Deliver value to your client when it matters most—before your competitors even recognize the opportunity.
Keep Your Data Up To Date and Accurate
Say goodbye to manual data cleanup. Using AI, Foundation Proactive, powered by Postilize, analyzes your CRM, emails, meetings, and LinkedIn data to detect outdated, duplicate, or missing contacts.
It flags gaps, suggests updates, and keeps your data accurate and outreach-ready—so you can focus on building relationships, not fixing spreadsheets.
