Enhancing Relationships with AI Personality Insights

Tommy & Co, a specialist accounting practice, wanted to move beyond traditional compliance work and grow its business advisory revenue. Using the Crystal Knows AI platform, Quanton helped the firm leverage DISC personality data to tailor communication styles for both internal team dynamics and external client prospecting. This application of AI has improved lead conversion rates and deepened client trust, enabling the firm to open new revenue streams through more effective, relationship-led engagements.