Find the cross-sell and upsell opportunities hiding in client conversations
Ping listens across every client interaction for upsell and cross-sell signals, surfaces new service opportunities, and flags at-risk accounts before revenue walks out the door.
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Add services and agreements
Upload your service menu and current client engagements so Ping understands your firm.
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Ping analyzes every conversation
Ping reads across every meeting, email, and call in the relationship, connecting what clients actually say to the services that could help them.
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Act on specific opportunities
Ping highlights revenue opportunities for every client, with clear supporting evidence, so your team can take action confidently.
Proactively identify upsell opportunities during client conversations
Ping detects revenue opportunities in client conversations and automatically flags new service opportunities.
Surface cross-sell opportunities
When clients mention adjacent needs, Ping highlights relevant services your firm already offers.
At-risk account alerts
Ping spots churn signals early and alerts your team before revenue walks out the door.
Built to the standards firms are held to
Your clients trust you with their most sensitive information. Ping protects every note, transcript, and account with verified third-party controls.
SOC 2 Type II
Independently audited controls for security, availability, and confidentiality by accredited CPA auditors.
Industry-standard encryption
Protected at every step with AES-256 encryption at rest and TLS 1.3 across all network traffic.
Never used for training
Your clients' information is yours alone. We never sell, retain, or use your data to train AI models.
Ping is one platform for the whole firm.
Explore everything Ping doesOpportunity Finder FAQs
Ping analyzes what clients actually say across meetings and emails, then flags moments where they raise needs your firm can serve, so opportunities surface without anyone having to catch them manually.
Yes. Ping watches for churn signals in tone and activity and alerts your team early, while there's still time to act.
Moments where clients raise needs your firm can serve, plus churn signals in tone and activity.
Yes. It surfaces where clients need advisory work your firm can provide.
Opportunities surface right after the conversations that reveal them.