Coming Next Week: Identify Never Before-Seen Opportunities with Office Analytics

Is your firm making most of the business growth and client relationship opportunities available? How about your advisors?  Are they fully leveraging the technology tools and resources in place to help them grow?

Coming on November 1, Office Analytics will give firm managers custom and consolidated views of firm data, with never-before-seen insight into office, advisor and client behavior so you can make smarter decisions—in seconds.

See below for a few examples of how these new insights can help you identify trends, monitor firm health, and enable critical conversations with your advisors to maximize your success.

Insight into Office and Advisor Performance with Top Offices, Advisors and Clients by AUM and AHA

Understand how Assets Under Management and Assets Held Away are changing for advisors in your firm. Quickly see top performers, reward success, and identify areas for improvement.

Identify Trends with Clients, Advisors, & Assets Under Management Over Time

Our new Over Time metrics show you how your firm is evolving with time. If you’re noticing a perpetual downturn in the same months each year, consider initiating a marketing campaign in future years.

View The Number of Client Websites Launched and Adjust Your Strategy As Needed

Has your firm deployed a client website initiative? See the percentage of clients advisors have enabled with client website access. Then, encourage your advisors to develop a strategy to drive adoption and engagement among clients who would benefit from a personal financial portal.

These are just a few ways our new Office Analytics solution will help you identify firm-wide opportunities, and improve your client experience. Are you an advisor and firm manager? See how Advisor Analytics Pro offers powerful business insights for individuals.

Stay tuned for more on eMoney’s Advanced Analytics solutions, Advisor Analytics Pro and Office Analytics, coming November 1.