We will get the right information to the right people with a robust, permissions-based dashboard that allows you to:
- view aggregate data and insights for the firm level and filter results by office, advisor, team or client
- provide separate access for individual advisory teams to view their results
- view completed surveys for each named respondent or generate targeted opportunity lists
- integrate key results into your CRM or other systems to support action
We go beyond the dashboard to provide enhanced analysis of results across different client segments (e.g., age, wealth, gender) to support a segmented client experience or growth strategy.