Icreon's SitecoreAI Accelerator for Professional Services helps accounting, legal, and advisory firms elevate the people who are their product - with AI-personalized experiences, a "find a professional" filtering engine, and content velocity that keeps pace with a crowded, reputation-driven market.

Professional Services DXP Accelerator

Digital Experiences that Improve Client Engagement, Conversion, and Trust.

Icreon is Trusted by Industry Leaders

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Citrin Cooperman project showcasing Icreon's digital transformation solution

Find-a-Pro

Pre-built professional filtering tool

AI-routed

Conversational inquiry routing

Portal-based

Personalization behind a client login

Faceted

Search across advisors, practices, and insights

WHY PROFESSIONAL SERVICES IS DIFFERENT

The brand is the leadership, advisors, and talent — not a product SKU or a checkout flow.
High-volume content authoring workflows become complex fast, as every practice pushes thought leadership to compete.
Getting content and reputation management wrong puts real pressure on annual pipeline and prospect flow.
Marketing teams need sustainable content velocity without sacrificing quality or brand consistency.

WHAT THE ACCELERATOR DELIVERS

01

Find-a-professional filtering

A pre-built tool that helps clients discover the right advisor fast.

02

Login-based portal personalization

SitecoreAI content tailored to each client relationship.

03

AI-assisted inquiry routing

Conversational AI routes customer inquiries to the right team.

04

Faceted search & content velocity

Federated search plus a governed content model built for scale.

05

Lead capture & analytics

Webinar and publishing platform integrations feed a unified view of engagement.

BUILT ON SITECOREAI

The Icreon accelerator for accounting and legal services enables marketing leaders to elevate brand presence and reputational profile - accelerating the journey from ideation to growth with the speed and agility today's professional services market demands.

_{- Icreon SitecoreAI Accelerator for Professional Services, Sitecore Partner Solution Catalog}

Who it's for

Accounting, legal, financial, and advisory firms where reputation, advisor visibility, and content velocity drive pipeline.

Engagement scope

SitecoreAI solution accelerator implementation - find-a-pro tooling, portal personalization, AI routing, and search.

Reference clients

Neuberger Berman, Citrin Cooperman, Dentons, CohnReznick, and AXA XL have implemented this accelerator with Icreon.

"Working with Icreon is one part Innovation and one part implementation comfort. We shared our dream, and the Icreon team gave us exactly what we envisioned and more."

Laura Kucera, Partner, Chief Marketing, and Sales Officer, Citrin Cooperman

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