Data driven change management.

Relate’s risk management solutions bring perspective into your conversations with employees and proactive monitoring into your conversations with regulators.

Business

Comprehensive software and support for risk management.

US$960/mth

Includes 10 seats.
Additional seats start at $96/mth
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✔ Integrate Relate with your CRM, Zoom and Teams;

✔ Embed relevant security and disclosures into these platforms; 

✔ Embed Relate’s L&D solution into these platforms;

✔ Enable your representatives to continually improve trustworthiness;

✔ Detailed stakeholder feedback and behavioral analytics across all meetings;

✔ Proactive monitoring from Sandi for business relationship risks;

✔ Monitor discoverable material for risks against your code of conduct;

✔ Reports that provide perspective on employee performance building trust and upholding your code of conduct;

✔ Dedicated success manager(s);

✔ Dedicated research consultant;

✔ Unlimited meetings per month per user;

Enterprise

The best of Relate in a single offering for organizations of more than 30 people.
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Integrate with your CRM and video communications platform.

Testimonials

“Thank you for making this meeting about me and my agenda”. Investor feedback to a product manager who uses Relate

“My clients are benefiting from frequent meeting access to my experts without having to leave an experience provided by my brand.” Client of Relate.

”Working together to ensure my clients feel like they are in a relationship with the managers of their money, while enhancing my business model – count me in” Wealth manager working with a client of Relate.