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The Jackie Group

Pulse.by JACKIE

Know your
customers.
See what's next.

JACKIE Pulse connects customer relationships, operational evidence, and organizational knowledge, bringing AI-assisted intelligence into focus to uncover patterns, surface opportunities, and support better decisions.

Explore JACKIE Pulse
Customer portfolioOctober 2026

Portfolio

4 accounts
Customer signals and priorities
AccountAttentionKey signal
Northbridge ResearchRelationship reviewConfidence declining
Aster ClinicalGrowth opportunityAdjacent team demand
Cedar BiologicsDelivery reviewMilestone delays
Harbor BioServicesOn trackConsistent delivery
PORTFOLIO PERSPECTIVE

Connect delivery performance with the strength of the customer relationship.

Showing 4 accounts

BUILT FOR A CLEARER PICTURE

Your systems capture activity.
Pulse reveals what it means.

By connecting customer records, delivery activity, and team perspectives, Pulse turns fragmented information into actionable intelligence.

01

Protect

Recognize emerging relationship risks, operational concerns, and signals that may affect retention.

02

Understand

Connect customer perspectives, operational evidence, and relationship history to understand what is happening and why.

03

Grow

Identify unmet needs, relationship opportunities, and potential areas for customer expansion.

PORTFOLIO INTELLIGENCE

One customer is a relationship.
Across your portfolio,
patterns emerge.

Individual customer records tell part of the story. Across a portfolio, recurring operational challenges, relationship vulnerabilities, and unmet needs can reveal broader patterns that leadership may not recognize when reviewing accounts independently.

AI-POWERED INTELLIGENCE

Beyond the data.
Into the intelligence.

JACKIE Pulse combines connected customer evidence with AI-assisted analysis to help uncover patterns, investigate conflicting signals, and identify relationships that might otherwise go unnoticed.

  1. Cross-Signal Analysis

    Examine relationships between operational performance, customer perspectives, and historical activity to identify patterns that may not be apparent within individual systems.

  2. Conflicting Evidence

    Identify inconsistencies between documented records, reported experiences, and available information that warrant further investigation.

  3. Qualitative Intelligence

    Interpret interview findings and relationship context alongside structured data to uncover recurring themes, unanswered questions, and missing evidence.

AI should strengthen judgment,
not replace it.

Pulse is designed to support evidence-informed decisions. Sources, missing information, and human review should guide the interpretation, rather than unexplained scores or unsupported recommendations.

FROM SIGNALS TO DECISIONS

Every insight
has a source.

Explore how a finding connects to documented evidence, customer perspectives, and unanswered questions.

See how it works
FINDINGGrowth opportunity

Expansion opportunity with limited stakeholder coverage.

Aster Clinical is entering a new therapeutic area. Historical delivery performance is strong, but engagement remains concentrated within one operational team.

Supporting evidence Open a source to investigate

Consistent delivery across existing programsDelivery records · Documented fact

Source: Program milestone register. 23 of 25 agreed milestones were delivered on time across two existing programs. This supports delivery strength; it does not establish demand for additional services.

Expansion into a new therapeutic areaCustomer strategy update · Documented fact

Source: Customer strategy update. The customer has documented a planned move into immunology. Timing, buying authority, and specific service needs have not been established.

Relationships concentrated in one teamRelationship history + Discovery · Record and perspective

Sources: Account activity and account lead Discovery interview. Recorded meetings involve the existing project team. The account lead reports limited contact with decision-makers in the new area. This perspective needs validation with the customer.

No strategic opportunity discussion recordedAvailable account history · Evidence gap

Source: Available account meeting records. No discussion of the new opportunity is documented. An absent record does not prove a discussion never happened. Confirm with the account team and customer.

Interpretation: a potential opportunity worth investigating. Customer need and stakeholder influence remain unconfirmed.

RECOMMENDED INVESTIGATION

Validate the opportunity before acting.

  1. Validate the customer's emerging needs.
  2. Review stakeholder coverage and relationship history.
  3. Identify potential strategic engagement opportunities.
Review the evidence

INTELLIGENCE THAT STAYS

Relationship history.
Context that carries forward.

Customer knowledge shouldn't disappear when people leave.

Employee turnover, account transitions, and organizational changes can erase years of relationship context. Pulse is designed to preserve the history behind customer decisions, interactions, and experiences so new teams can understand what came before, not start from scratch.

Not just what happened. Why it happened,
what changed, and what comes next.

BUILT FOR LIFE SCIENCES

A clearer view
of every customer.

Explore JACKIE Pulse