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9Lenses
What 9Lenses is
9Lenses is a web-based Advisory Experience Platform for financial institutions that serve small and midsize businesses and middle-market companies. It helps teams identify client needs, structure advisory conversations, and find revenue opportunities. In digital consultations, business clients answer guided questions about their company, goals, challenges, and priorities, then receive a personalized scorecard with insights and recommendations. Institutions can tailor questions, topics, scoring, advice, and branding to their own approach. The AI Sales Assistant draws on client insights, institutional knowledge, and connected data to provide recommendations, conversation plans, and guidance; it does not make autonomous decisions. The institution-branded Advisory Hub gives clients access to advisory tools, educational resources, insights, and AI chat, including self-service experiences that do not require a banker meeting. Workflows can trigger client communications and role-based alerts based on defined conditions. Listed integrations include Salesforce, Microsoft Dynamics 365, HubSpot, Marketo, and Salesforce Pardot, with additional integrations supported. Pricing is available by request, and a demo is offered.
Who it suits
It is designed for financial institutions serving SMB and middle-market clients. Named users include business and commercial banking teams, treasury sales teams, small-business branch staff, and insurance teams.
What it does well
- Tailor consultations, scoring, advice, and client branding
- Personalized scorecards follow guided client consultations
- AI assistant offers guidance without autonomous decisions
- Integrates with Salesforce, HubSpot, and other listed platforms
What to know first
- Pricing is available only by request
- Typical implementation can take 30–60 days
- Information is hosted in the United States
Limits
9Lenses does not display product prices on its homepage; prospects are directed to request a demo and ask for pricing. Implementation can typically take 30–60 days, depending on scope and integration needs.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| 9Lenses platform | Pricing by request; demo offered | On request |
As 9lenses.com lists them, read 9 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the 9Lenses website
- Request a demo
- Contact [email protected] to discuss the platform and pricing
- Plan implementation around the scope and integration needs
Verdict
9Lenses brings guided client consultations, advisory tools, and workflow automation into one configurable platform. Prospective customers need to request pricing, and implementation time depends on scope and integration needs.
Questions
How much does 9Lenses cost?
Pricing is available by request. The company directs prospects to request a demo and does not display product prices on its homepage.
Which teams is 9Lenses for?
Its stated users include business and commercial banking teams, treasury-management sales teams, small-business branch staff, and insurance producers and account teams.
What integrations are listed?
The platform page lists Salesforce, Microsoft Dynamics 365, HubSpot, Marketo, and Salesforce Pardot, and says it supports additional integrations.
Does the AI assistant make decisions for bankers?
No. 9Lenses says its AI assistant provides guidance but does not make autonomous decisions; bankers remain in control of client interactions.
Where is client information hosted?
The privacy policy says information is hosted by data hosting providers in the United States and protected with technical measures.
How long can implementation take?
The FAQ says implementation can typically take 30–60 days, depending on scope and integration needs.
Facts from 9Lenses's own pages
- Advisory Hub
- The configurable, institution-branded Advisory Hub gives business clients access to advisory tools, educational resources, insights, and AI chat. · 9lenses.com, 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, 9 Oct 2026
- AI coaching
- The AI Sales Assistant provides client-specific insights, recommendations, chat, and consultation plans for bankers. · 9lenses.com, 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, 9 Oct 2026
- Company
- The About page says 9Lenses was founded in 2011 and identifies Tom Hessen as its CEO. · 9lenses.com, 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, 9 Oct 2026
- Configuration
- Institutions can tailor questions, topics, scoring rules, advice, and client branding to their methodology. · 9lenses.com, 9 Oct 2026
- Digital advisory
- Clients complete guided digital consultations and receive personalized scorecards with insights, recommendations, and advice. · 9lenses.com, 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, 9 Oct 2026
- Founded
- 2011 · 9lenses.com, 28 Sept 2026
- Headquarters
- Vienna, Virginia, United States · 9lenses.com, 28 Sept 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, 9 Oct 2026
- Implementation
- The FAQ says implementation can typically take 30–60 days, depending on scope and integration needs. · 9lenses.com, 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, 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, 9 Oct 2026
- Notable limit
- The company directs prospects to request a demo and does not display product prices on its homepage. · 9lenses.com, 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, 9 Oct 2026
- Product
- 9Lenses describes its product as an Advisory Experience Platform for financial institutions serving SMB and middle market businesses. · 9lenses.com, 9 Oct 2026
- Purpose
- The platform helps financial institutions uncover client needs, guide advisory conversations, and identify revenue opportunities. · 9lenses.com, 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, 9 Oct 2026
- Self-service
- Businesses can access advisory tools and recommendations through self-service digital experiences without a banker meeting. · 9lenses.com, 9 Oct 2026
- Support
- The contact page lists [email protected] for help and [email protected] to talk with sales. · 9lenses.com, 9 Oct 2026
- Target users
- The platform is built for financial institutions serving SMB and middle-market businesses, including banking and insurance teams. · 9lenses.com, 9 Oct 2026
- Workflow
- Configurable workflows can trigger client communications and role-based alerts based on defined events and conditions. · 9lenses.com, 9 Oct 2026
Where 9Lenses stands on Freedom251
- Sales Enablement Software#18 of 32