A software as a service (SaaS) platform delivering insights and recommendations, derived from both internal and external data sources, to assist organizations in managing the lifecycle of their clients; A platform that provides industry specific data models and algorithms that help organizations use their data to inform how they generate new clients and manage existing ones; A platform that leverages artificial Intelligence (AI) and large language models (LLM), to interpret an organization's data and generate actionable recommendations that are delivered to users