- Home
- Sales Enablement Software
- 9Lenses
9Lenses
Vienna, Virginia, United States
What it is
9Lenses is a web-based Advisory Experience Platform for financial institutions serving SMB and middle-market businesses. It helps teams uncover client needs, structure advisory conversations and identify revenue opportunities. In guided digital consultations, business clients answer questions about goals, challenges and priorities, 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; the company says it does not make autonomous decisions. An institution-branded Advisory Hub provides advisory tools, educational resources, insights and AI chat, including self-service access without a banker meeting. Workflows can trigger communications and role-based alerts. Integrations include Salesforce, Microsoft Dynamics 365, HubSpot, Marketo and Salesforce Pardot. Implementation typically takes 30–60 days, while pricing is available by request.
For and against
For
- Guided consultations produce personalized client scorecards
- Institutions can configure questions, scoring and branding
- AI assistant provides client-specific guidance and plans
- Advisory Hub supports self-service client access
- Offers listed CRM and marketing integrations
Against
- Product pricing is not displayed
- Implementation typically takes 30–60 days
- AI assistant does not make autonomous decisions
- Information is hosted in the United States
The verdict
9Lenses combines digital client discovery, configurable advisory content and AI-supported banker guidance. Its self-service hub and workflow tools extend advisory interactions beyond individual meetings.
Who it suits
It is designed for banking and insurance organizations serving SMB and middle-market clients. Named users include commercial banking, treasury-management, branch, insurance and account teams.
Plans and prices
9Lenses platform
Pricing by request; demo offered
Read 9 Oct 2026 · 9lenses.com
On the record
- Advisory Hub
- The configurable, institution-branded Advisory Hub gives business clients access to advisory tools, educational resources, insights, and AI chat.9lenses.com · read 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.9lenses.com · read 9 Oct 2026
- AI coaching
- The AI Sales Assistant provides client-specific insights, recommendations, chat, and consultation plans for bankers.9lenses.com · read 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.9lenses.com · read 9 Oct 2026
- Company
- The About page says 9Lenses was founded in 2011 and identifies Tom Hessen as its CEO.9lenses.com · read 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.9lenses.com · read 9 Oct 2026
- Configuration
- Institutions can tailor questions, topics, scoring rules, advice, and client branding to their methodology.9lenses.com · read 9 Oct 2026
- Digital advisory
- Clients complete guided digital consultations and receive personalized scorecards with insights, recommendations, and advice.9lenses.com · read 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.9lenses.com · read 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.9lenses.com · read 9 Oct 2026
- Implementation
- The FAQ says implementation can typically take 30–60 days, depending on scope and integration needs.9lenses.com · read 9 Oct 2026
- Integrations
- The platform page lists Salesforce, Microsoft Dynamics 365, HubSpot, Marketo, and Salesforce Pardot integrations, and says it supports additional integrations.9lenses.com · read 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.9lenses.com · read 9 Oct 2026
- Notable limit
- The company directs prospects to request a demo and does not display product prices on its homepage.9lenses.com · read 9 Oct 2026
- Privacy and hosting
- The privacy policy says collected information is hosted in the United States and protected with technical measures.9lenses.com · read 9 Oct 2026
- Product
- 9Lenses describes its product as an Advisory Experience Platform for financial institutions serving SMB and middle market businesses.9lenses.com · read 9 Oct 2026
- Purpose
- 9Lenses helps financial institutions turn business-client interactions into structured consultations that uncover needs and support solution-based selling.9lenses.com · read 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.9lenses.com · read 9 Oct 2026
