A Data-Driven Platform
To Drive Organic Growth
Discover how we help advisors and firms leverage the power of data to elevate the client experience, accelerate growth and increase enterprise value.
Actionable Insights Driven by Real Client Experiences
Continuously track your client sentiment on the advice attributes that matter most. Leverage data-driven insights and strategic guidance to focus improvement efforts and measure the impact of your actions.
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Turnkey Client Research Platform
Deploy targeted client surveys through our turnkey platform. Connect with your CRM, customize the survey look and feel and then send with a click of a button.
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Intuitive Dashboard
View your personal dashboard populated with client survey results. Discover how your clients perceive the quality of your advice and more. Track client sentiment over time and measure the impact of improvement efforts.
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Actionable Insights
Identify specific opportunities to improve your client experience based on client feedback. Get continuous strategic guidance that drives improvement efforts and tracks effectiveness.
The Truth About Your Client Relationships
Quantify the value of your client relationships through your Relationship Quality Index (RQITM) score and the 5 unique factors that attribute value to your client relationships.
Generate higher practice multiples and enterprise value by increasing your RQI.
Your RQI Score
What's your number? Get insight into the true value of your client relationships. Identify the level of embedded growth or attrition risk in your client base.
RQI Factors and Trends
See the underlying metrics of your RQI score and track changes over time on your dynamic dashboard.
Enhanced Capacity to
Serve Your Clients
Compliment your natural skills with our rich, interactive advisor education content. Broaden your perspective on best execution of strategic options through learning content focused on advice and not selling. Be the advisor clients want not the salesperson they expect.
Rich Content
Learn from content rich with concepts, process and narratives to challenge your thinking and provide new perspective on how to best serve clients.
Interactive Modules
View high production quality, multimedia modules that include videos, animations, and other interactive tools.
A Better Narrative
Use our AI powered conversation simulator to practice your messaging with a multitude of AI personas. Hone a compelling narrative that attracts and motivates prospects to engage with you.
Practice Makes Perfect
Practice your messaging in a realistic environment with the goal of getting prospects to agree to a meeting. Work to overcome the natural tendency of prospects to lean away from financial advisors.
Customized Personas
Customize your simulations with unlimited AI personas and potential scenarios.
Elevate the Client Experience Accelerate Organic Growth
Discover how Practice Intel can work for you. Connect with us today!
