We help firms identify hidden growth opportunities.

Leveraging the latest technology around data science, machine learning, and AI, our recommendation engines work to drive the growth metrics firms care about most:

  • Increasing the number of leads and referrals
  • Converting more prospects
  • Increasing share of wallet with existing clients 

Our Data Science capabilities combine proprietary and third-party data sources across millions of individuals to help identify conversion and growth opportunities.

Go from prospect to proposal to customer faster with client personalization capabilities spanning risk tolerance, financial planning and financial personality assessments to empower actionable, personalized recommendations across investments and charitable giving.


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