Run your portfolio with eyes open.
Onboard new team members in days. Catch dissatisfaction before the renewal call. See the patterns across your portfolio that no individual AM can spot alone.
We have a target of achieving 20% better efficiency across the business. 20% less time spent on administration. Kaizan has significantly helped us achieve that target.
The things Client Service Directors love for client satisfaction.
The whole portfolio on one page - ready for the conversation with your client teams, not over their shoulder.
The client relationship questions client service directors ask us.
How quickly can a new starter get up to speed on a client they’ve never worked on?
From day one. Every meeting, decision, stakeholder and commitment on the account is searchable, with summaries on demand. Most directors tell us a new joiner contributes meaningfully inside their first week instead of the usual quarter.
How does Kaizan know when a client is unhappy - what signals does it use?
Kaizan reads across the full conversational record - meetings, email and chat - for sentiment shifts, escalation language, stakeholder withdrawal and slipping commitment cadence. Risk signals surface on each client with the underlying evidence, giving teams answers through analysis so you act on context rather than a score in isolation.
Can we tune what counts as a risk for our business?
Risk thresholds, signals and weightings are configurable to your portfolio. We calibrate during rollout so alerts match how your team actually thinks about account health - not a generic model.
How does it handle sensitive conversations - an AM venting, an internal disagreement?
Internal conversations stay internal. Permissions, redaction rules and workspace boundaries are configurable so sensitive content doesn't surface outside the people it's meant for, and there are explicit controls for excluding 1:1s and team-only meetings.