AI Solutions
WHAT WE OFFER
At Hollinden, we help firms cut through the noise. Our approach starts with your existing workflows and challenges, prioritizing your pain points rather than the latest trend. Whether you're looking to reduce manual tasks, increase marketing efficiency, or support your team with the right automation, we guide you in identifying where AI can create real value, safely and strategically.
WHAT ARE YOUR CURRENT CHALLENGES?
SOLUTION:
We refine your deal positioning and messaging—so teasers, CIMs, and presentations go beyond the numbers and clearly communicate what matters to buyers. We handle the background work, allowing your team to stay focused on what they do best.
SOLUTION:
We help you streamline outreach with marketing automation tools, targeted campaign design, and smarter prospecting systems—so no opportunity gets lost in the shuffle.
SOLUTION:
We support prospect list creation and relationship-building strategies that put the right targets in your pipeline and keep them engaged.
SOLUTION:
We craft a strategy that increases visibility, tells your firm’s story in ways that resonate with buyers and partners, and builds a funnel that attracts, qualifies, and ensures leads move smoothly from first contact to deal-ready.
WHAT ARE YOUR CURRENT CHALLENGES?
SOLUTION:
We refine your deal positioning and messaging—so teasers, CIMs, and presentations go beyond the numbers and clearly communicate what matters to buyers. We handle the background work, allowing your team to stay focused on what they do best.
SOLUTION:
We help you streamline outreach with marketing automation tools, targeted campaign design, and smarter prospecting systems—so no opportunity gets lost in the shuffle.
SOLUTION:
We support prospect list creation and relationship-building strategies that put the right targets in your pipeline and keep them engaged.
SOLUTION:
We craft a strategy that increases visibility, tells your firm’s story in ways that resonate with buyers and partners, and builds a funnel that attracts, qualifies, and ensures leads move smoothly from first contact to deal-ready.
EVERYTHING YOU NEED
Use Case Mapping & Strategy
We start with your workflows, not the tools. We identify repeatable, rule-based, or communication-heavy tasks where AI can save time and increase consistency.
Tool Evaluation & Selection
From ChatGPT and Claude to specialized tools like Grasp and Clay, we help you choose the right platform based on your firm’s tech stack, data privacy requirements, and workflows.
Implementation & Prompt Development
We guide your team through practical setup, including building prompt libraries, deploying internal AI assistants, and integrating tools with existing systems.
Training & Adoption Programs
We equip your team with the skills to use AI effectively and securely, including firm-specific workshops, SOP alignment, and usage policies.
Governance & Risk Management
We help you navigate data privacy, role-based access, and safe-use policies to protect sensitive information at every stage of your AI journey.
Performance Monitoring & Optimization
Once tools are in place, we help you track performance, refine workflows, and continuously improve outcomes to ensure your AI tools keep pace with your team’s evolving needs.
Let's Talk AI Integration
STAY SMART IN A SHIFTING INDUSRTY
We publish practical, forward-thinking content for accounting firms looking to grow, differentiate, and lead through change.
Beyond The Hype:
Real-World AI Use Cases
In this webinar, you'll see how firms are using AI to reduce busywork, improve team communication, and free up time for higher-value work. From building prompt libraries to automating routine tasks and using custom GPTs for faster onboarding, you'll walk away with practical ideas you can apply right away—no technical background required.
Watch on demand by filling out the form to get instant access.
Watch On-Demand
Let's Talk Strategy
FREQUENTLY ASKED QUESTIONS
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How do we know where to apply AI in our firm?
We start with your processes. We map workflows to find high-volume, low-complexity tasks ripe for automation, without forcing change where it’s not needed.
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Which tools are right for us: ChatGPT, Claude, Copilot, Gemini?
It depends on your goals and tech stack. We help firms evaluate tools based on security, integration, and use case fit, not hype.
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How do we keep our client data safe while using AI?
We guide you in setting up safe-use protocols, platform governance, and training your team on where AI can, and can’t, be trusted.
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What if we’re already using AI, but not getting results?
We can step in to assess, refine, and optimize your current setup, whether it’s prompting issues, adoption challenges, or tools not matched to your process. -
Can you build firm-specific AI tools for us?
Yes. We help develop AI assistants trained on your internal knowledge, firm documents, and workflows to support everything from onboarding to compliance reviews. -
What if we’ve already purchased HubSpot but aren’t seeing results?
We can help. Whether it's a re-implementation, CRM cleanup, or campaign optimization, we’ll assess where the breakdowns are and guide your next steps. -
Do I need all the HubSpot hubs?
Not necessarily. We help you evaluate which hubs (CRM, Marketing, Sales, Service, Operations) are right for your goals, so you only pay for what you’ll use.
