9Lenses review
Guided selling for financial institutions that need structured, advisory-led client conversations.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
9Lenses is a cloud-based sales enablement platform for banks, insurers, consultants, and other financial institutions. It is designed for enterprise and mid-market teams serving small and middle-market businesses, with tools for client discovery, cross-selling, relationship management, and advisory-led sales. Digital questionnaires collect client information, while scorecards, recommendations, consultation plans, and relationship roadmaps help structure follow-up conversations.
Its ecosystem fit is a practical strength for organizations already working across CRM and marketing systems. 9Lenses integrates with Salesforce, Microsoft Dynamics 365, HubSpot, Marketo, and Salesforce Pardot. Workflow automation adds invitations, reminders, and role-based alerts, while the Advisory Hub brings client engagement, resources, and content into the broader advisory process. The web platform is deployed in the cloud, with email and phone support and GDPR listed in its compliance coverage.
The standout capability is the combination of configurable advisory logic and AI-supported sales guidance. Teams can define scoring and recommendation engines, create personalized client scorecards, and provide sales representatives with client-specific coaching and recommended next actions. This makes 9Lenses a strong fit where guided discovery and tailored recommendations matter more than open-ended selling. Organizations seeking a narrower advisory workflow may find its focus appropriate; teams prioritizing extensive role-play or engagement analytics should consider a product centered more heavily on those areas.
9Lenses pros and cons
- Where it wins
- Configurable questionnaires, scorecards, scoring, and recommendation engines
- AI Sales Assistant suggests client-specific coaching and next actions
- Integrates with Salesforce, Dynamics 365, HubSpot, Marketo, and Pardot
- Where it doesn't
- Focused on financial institutions and advisory-led selling
- Role-play and engagement analytics are not core strengths
- Pricing requires contacting sales
9Lenses fact sheet, pricing and score →
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