CohnReznick has been around for over a century — and for good reason. A leading U.S. advisory, tax, and assurance firm, it blends deep industry expertise with a forward-looking view of risk, performance, and opportunity.

For Reed Dailey, a Client Relationship Executive focused on private equity, that means walking into every client engagement with sharper context, anticipating needs before they’re voiced, and setting the firm apart from the first impression.

By dialing in on value from the start, Dailey builds sales momentum. See how his use of predictive intelligence gets him and his team to real conversations faster and trims the sales cycle by 30%.

“The number one AI feature I love is the scouting report. It’s my five-minute prep before a call—I can log in, generate it, and instantly know who I’m talking to.”

Reed Dailey
Client Relationship Executive, CohnReznick

Generate a Scouting Report on any private company in one click — rare data and predictive signals like success probability and commercial maturity all in a presentation-ready format.

What started as a routine quarterly business review (QBR) with one of CohnReznick’s alliance partners turned into something bigger — a growth play for CohnReznick, powered by predictive intelligence from CB Insights.

This alliance partner, a specialized enterprise SaaS provider, had hinted at expanding beyond its core platform. But what was really driving the change?

At the next meeting, Dailey put it on the table, “My guess is your board has put you in front of folks like me to look for new lines of business. What’s your time horizon?”

The founder’s response — “Wow.” — said it all.

CB Insights gave Dailey validated, real-time company-level context that let him move first and with confidence. What began as a routine review became a predictive moment, positioning CohnReznick as the partner best equipped to help the client navigate a pivotal stage.

CB Insights doesn’t just help Dailey shape growth plays with existing partners. When preparing for a meeting with a new target client, he faced a familiar challenge in professional services — how to stand out in a market where firms offer comparable capabilities and credibility.

Dailey turned to ChatCBI.

A single ChatCBI prompt transformed Dailey’s prep — surfacing a differentiator only CohnReznick had

Built on proprietary data and predictive intelligence, ChatCBI gives teams fact-based, real-time market context. It doesn’t just search the web — it understands CohnReznick’s strengths, service mix, and market position, then cross-references that profile against the broader landscape.

Dailey’s prompt was simple: I’m meeting with [company name] for the first time. What should I talk to them about?

ChatCBI’s response cut through the noise. It filtered out the generic talking points every firm leads with and surfaced one differentiator only CohnReznick could own — its cybersecurity credentialing capability.

Armed with that context, Dailey rewrote the playbook.

CohnReznick attends thousands of events annually. With CB Insights, Dailey has transformed event prep from a numbers game into a strategy for building stronger ties — and has reduced sales cycles by 30%.

“Too often event outcomes are measured by an arbitrary number of leads. At CohnReznick, we know every conversation is a chance to advance the relationship. CB Insights sets us up for success, surfacing the signals others miss so we can anticipate needs before the first handshake.” Explains Dailey.

Dailey builds what he calls an attendee diagnostic. His colleagues liken it to The Book Miranda Priestly uses in the movie The Devil Wears Prada — a binder of faces and facts that lets her work the gala floor with ease and authority.

Dailey’s approach is next level. Target attendees are classified as a center of influence, competitor, or potential client. Then, using CB Insights, the team layers in the context that matters most: company insights, top news, funding data, market trends, and emerging competitors. Every data point is validated and evidence-based, giving the team confidence that every conversation starts from fact, not assumption.

The impact is real. CB Insights’ rare company-level data is foundational to Dailey’s attendee diagnostics, elevating hundreds of conversations and enabling the team to show up sharp, relevant, and ready to drive value from the first contact.

Reed Dailey is a Client Relationship Executive at CohnReznick. His job: win new clients and grow relationships, especially with private equity firms and their portfolio companies in industrials and business services. CohnReznick is one of the nation’s leading advisory, tax, and assurance firms—helping organizations sharpen performance, manage risk, and drive transformation.