About
Executives and key decision makers of today’s leading wealth management firms need data to make important decisions regarding clients, profitability and overall business health. However, this is a challenge for most business leaders due to siloed technology. Even once systems are well and truly integrated, gaining meaningful insights from data can be difficult if the data infrastructure and product design aren’t thought through. As a result, many business leaders can’t make quick, informed decisions when it matters most.
Leveraging the power of CRM Analytics, Practifi Propel surfaces whole-of-firm insights in an elegant and powerful business intelligence experience. With easy access to client, profitability and business health data, executives can future-proof the firm, reduce risk exposure and monitor business performance.
This product is intended for
- Managing Director
- Chief Growth Officer
- Director of Revenue
- Chief Executive Officer
- Chief Operating Officer
- Chief Financial Officer
- Principal
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Make Data-Driven Decisions with Practifi Propel
Executives of today’s wealth management firms struggle to make data-driven decisions regarding clients, profitability and overall business health. Practifi Propel surfaces data in an elegant business intelligence experience so executives can make informed decisions quickly.
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Reduce risk exposure
Minimize risk with a comprehensive overview of client demographics. See how many clients are in each age band, identify the average client tenure and proactively adjust client distribution in case of a sudden advisor departure.
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Monitor business performance
Ensure the firm is on track with detailed pipeline reporting. Monitor prospect and deal performance by age band, segmentation, add-on, service type and advisor to ensure the business is growing as intended.
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Future-proof the firm
Gain a top-down view of profitability so you can plan for the future. Identify which age bands, clients, regions and divisions are driving revenue, as well as which ones may need a closer look due to their high servicing costs.