You're Flying a $2B Plane with a Paper Map
Board meeting. Tuesday. 2pm.
“Which advisors are actually growing their books?” Export from CRM. Build pivot table. Cross fingers.
“What’s driving our margin compression?” Text your CFO. Wait for spreadsheet. Hope it’s accurate.
“Are we losing clients we should be keeping?” Three-day analysis project. Results that are already outdated.
You built a sophisticated business. Your intelligence shouldn't be Stone Age.
What You Get
Executive Analytics Dashboard
Real-time business metrics across all systems
Revenue trends by advisor, office, and service line
Client acquisition costs and lifetime value analysis
Operational efficiency metrics and benchmarking
Advisor Intelligence
Productivity analytics that show who's really growing
Book composition analysis and wallet share opportunities
Client engagement scoring and retention predictions
Compensation alignment with actual performance drivers
Client Portfolio Analytics
Household profitability and service cost analysis
Engagement patterns that predict retention risk
Referral network mapping and opportunity identification
Service utilization patterns and expansion possibilities
Operational Insights
Process efficiency measurement and bottleneck identification
Technology ROI analysis and optimization opportunities
Resource allocation effectiveness across teams and offices
Scalability assessment for growth planning
Strategic Market Intelligence
Competitive positioning analysis based on your data
Service line profitability and growth potential
Market penetration opportunities by geography and demographic
Acquisition target identification and integration planning
Strategic Decisions
Data-Driven Confidence
Board Questions
Real-Time Answers
Growth Planning
Predictive Insights + Opportunity Mapping
Performance Management
Leading Indicators + Proactive Optimization
Real Results
Advanced
Analytics Features
Cohort Analysis
Track client and advisor performance over time
Identify patterns that predict long-term success
Measure the impact of strategic initiatives
Compare different segments and strategies
Scenario Modeling
Test strategic decisions before implementing them
Model the impact of market changes on your business
Plan for growth scenarios with confidence
Optimize resource allocation for maximum impact
Competitive Intelligence
Benchmark your performance against industry standards
Identify competitive advantages and vulnerabilities
Track market share and positioning over time
Guide strategic positioning and differentiation
Predictive Insights
Client retention probability scoring
Revenue forecasting with confidence intervals
Advisor performance trend analysis
Market opportunity identification and sizing
Intelligence
That Drives Action
Revenue Optimization
Identify which advisors and strategies actually drive profitable growth
Spot underperforming segments and optimization opportunities
Measure the true ROI of marketing and business development investments
Measure the true ROI of marketing and business development investments
Risk Management
Early warning systems for client retention issues
Operational risk identification before it impacts performance
Compliance monitoring with predictive exception management
Financial risk assessment across all business lines
Growth Strategy
Market opportunity analysis based on your actual performance data
Advisor productivity benchmarking and development planning
Service expansion opportunities with quantified potential
Acquisition target identification with data-driven due diligence
Operational Excellence
Process optimization with measurable efficiency improvements
Technology investment ROI analysis and planning
Resource allocation optimization across teams and functions
Scalability planning for sustainable growth
Built For
Leadership Intelligence
Why This Matters to Leaders
Every uninformed decision costs you opportunity. Every strategic guess risks your competitive position.
As a leader, your job is to see around corners and make decisions that position your firm for long-term success.
Stop managing by intuition. Stop making strategic decisions with incomplete information. Stop accepting "close enough" when your business demands precision.
