Foundation Proactive, powered by Postilize, is a data-driven relationship management solution designed to help firms engage clients at the perfect moment with personalized, impactful communication. It combines AI-powered intelligence, personalization, and CRM optimization to elevate client engagement and drive competitive advantage.

• Act on Opportunities Early: Get real-time alerts on high-impact client events as they happen—giving your firm the edge to respond before competitors even notice.
• Strengthen Relationships: Identify your firm’s strongest connections to a client and create personalized messages in each partner’s tone of voice, ensuring relevance and resonance in every communication.
• Keep CRM Data Clean: Analyze your CRM and communication history to keep your data up to date and accurate so your outreach starts with accuracy, not errors.