A Strategic Business Case for AMS Group
Prepared for Victoria Hopkins, COO & Matt Stambach, Client Engagement Director | 16th September 2025
Following our recent discussions, this document outlines how the Zint platform can serve as a transformative growth engine for AMS Group. By leveraging real-time data and bespoke AI, Zint is uniquely positioned to address the specific client acquisition, cross-sell, and competitive intelligence challenges across your diverse service lines, from Innovations Tax to Private Client Advisory.
The Challenge & The Opportunity
In a competitive market, growth hinges on identifying the right clients at the right time. Manual research is inefficient and often misses crucial triggers and hidden opportunities within existing networks.
Current Challenges
- ●Fragmented approach to prospecting across different service lines.
- ●Time-intensive manual research in Companies House and annual reports.
- ●Difficulty in systematically identifying and capitalising on cross-sell opportunities.
- ●Lack of a coordinated view, risking multiple teams approaching the same prospect without synergy.
The Zint Opportunity
- ●Unify all teams on a single source of truth for UK company intelligence.
- ●Automate the identification of high-intent prospects using bespoke AI and propensity models.
- ●Instantly map group structures and directorships to unlock thousands of warm referral paths.
- ●Enable data-driven, highly relevant outreach that significantly increases conversion rates.
The Zint Solution: Key Growth Levers
Zint moves beyond standard sales intelligence, offering a suite of tools specifically designed for the accountancy sector to find, understand, and engage target clients.
Magic Insights & AI
Our AI analyses millions of data points to answer your key business questions, predicting the likelihood of a company needing services like R&D Tax Relief, Capital Allowances, or Patent Box claims with a verifiable confidence score.
Digitised Annual Reports
Go beyond the surface. We've digitised every annual report since 2018, allowing you to search for any keyword (e.g., 'grant funding', 'structural damage') and instantly track your competitors' client lists by identifying who audits them.
Bespoke Propensity Models
We will work with you to build custom algorithms that score every UK company against your ideal client profile. This creates a heat map of your total addressable market, instantly showing you the highest-potential targets.
Cross-Sell & Referral Engine
Upload your client list and instantly map all shared directorships and complex group structures. This unlocks thousands of warm referral pathways into new businesses that would take hours to uncover manually.
AI-Powered Pitch Generation
Our platform analyses a target company through the lens of AMS Group's services, generating tailored talking points and insights. This ensures your team enters every meeting prepared, confident, and highly relevant.
Integrated & Coordinated Workspace
With shared notes, custom fields, and a direct HubSpot integration, Zint acts as a pre-CRM hub. Your teams can prospect collaboratively, ensuring a coordinated approach and eliminating duplicate effort, as requested by Bonnie-Anne.
Tailored Solutions for Every AMS Team
Select a service line below to see how Zint directly addresses their unique business development needs, based on our conversations with your team leaders.
For Kevin Edwards & the Innovations Tax Team
Objective: Accelerate growth by identifying companies with a high likelihood of qualifying for R&D Tax Credits, Patent Box, and Land Remediation Relief.
- Use the R&D Propensity Model to instantly surface companies with active patents, grant funding history, or those hiring for R&D roles.
- Search digitised annual reports for keywords like "research and development" or "prototype" to find companies actively investing in innovation.
- Leverage Magic Insights to get an AI-driven score on a company's future claim likelihood, focusing efforts on the most promising leads.
A Fast & Bespoke Onboarding Process
Our Customer Success team is adaptable and ensures a swift, tailored implementation. We can have your teams fully operational within two weeks, or phase the process to fit your schedule.
Week 1 (Days 1-2): Discovery
A kickoff call to understand your primary goals (e.g., 10 new clients in Q4) and define what success looks like for each service line.
Week 1 (Days 3-5): Customisation
Our team builds out your bespoke Propensity Models, custom Magic Insight modules, and configures the platform to reflect AMS Group's unique value proposition.
Week 2: Training & Go-Live
We conduct comprehensive training sessions with your teams, ensuring everyone can maximise the platform's value from day one. Your logins are active and prospecting begins.
Proven Success with Industry Leaders
See how we've helped other forward-thinking companies overcome prospecting challenges and achieve significant growth.
Leyton | Management Consulting
The Challenge:
"We as a company have found prospecting for new and exciting leads more and more challenging." Leyton needed to move beyond traditional methods to find untapped opportunities.
The Solution with Zint:
We co-created bespoke Propensity Models targeting three of their key industries. By crowd-sourcing keywords and phrases their teams use daily, Zint automated the process of identifying ideal prospects from company websites and financial accounts.
The Outcome:
"We have found an incredible amount of new and exciting clients to speak to; companies that we previously had been unable to find... This would suggest that other companies selling similar services to ours have been unable to target these newly found clients, putting us ahead of them in the market."
- Bruno Broughton, Associate Manager
DPD UK | Express Parcel Delivery
The Objective:
To improve lead flow, increase deal conversion rates, and build an exhaustive view of their addressable market in the UK.
The Solution with Zint:
Zint's Propensity Modelling enabled DPD's sales team to focus only on the most compelling opportunities. The Salesforce integration provided a clear way to visualise market gaps and re-engage their latent pipeline effectively.
The Benefits:
- More Leads: Converted leads at a greater rate and identified new opportunities that would have otherwise been missed.
- Greater Productivity: Less time prospecting, more time selling.
- 20x Return on Investment: Won fantastic new clients sourced directly from the platform.
"Zint has been supporting our commercial team to consistently overachieve and help retain our market leading position in the UK."
- Head of Sales, DPD UK
Investment & Commercial Options
We offer flexible plans designed to scale with your team's ambitions. The following is based on an initial team of 5 users.
Enterprise
£15,600/year
Ideal for smaller commercial teams looking to accelerate their UK expansion plans.
- ✓ 3 User Licences
- ✓ 1 Propensity Model
- ✓ 750 Exports per month
- ✓ 150 Magic Insight Credits per month
Plus+
£25,200/year
Ideal for mature commercial teams looking to maximise market share.
- ✓ 5 User Licences
- ✓ 3 Propensity Models
- ✓ 1,250 Exports per month
- ✓ 250 Magic Insight Credits per month
- ✓ Magic Filters
We can discuss and tailor the above quotes on our next call depending on your needs.
Interactive ROI Projection
Enter your estimated figures below to see the potential return on your Zint investment. This simple model demonstrates how quickly the platform can pay for itself by securing just a handful of new clients.
Ready to Accelerate Growth?
We are confident that Zint will become an indispensable tool for AMS Group. The next step is to gather feedback from your team's three-day trial.
1. Collate Trial Feedback
Gather insights from Kevin, Satie, Tim, Iain, Mubarak, and Bonnie-Anne on their experience.
2. Schedule Follow-up Call
Let's book a call for later this week to discuss their findings and answer any further questions.
3. Finalise Proposal
Based on your feedback, we will finalise the proposal and begin the onboarding process.