Industry Challenges

Key business imperatives have emerged, indicating a need for:

• Increased education and awareness of “new” investment vehicles now accessible by retail, discount and self-directed customer segments -- exchange traded funds (ETFs), index funds, hedge \ funds offer inexpensive access to new markets, commodities and asset classes.
• Shifting the burden of generating returns from traditional fund managers to financial advisor
• Access to new markets and asset classes, plus, the growing number of cost efficient resources and self-service financial research tools are further polarizing investment styles and tolerances for investment related fees and expenses
• Increased expectations and pressure to generate “better results” than lower cost investment approaches

Our Approach

Our Advisor Dashboard Consultants offers solutions that deliver a holistic view and empower individuals in Financial Services organizations to help increase the profitability of the retail branch, advisor storefront, or insurance agency / brokerage through improved customer service and an improved ability to provide clients with a full range of financial products and services.

How Can We Help You?

Our experienced team of Financial Services consultants coupled with our solution accelerators and an integrated software offering from Microsoft are all critical components to minimize your risk, optimize your performance and reduce your total cost of ownership.

Want to speak with an Advisor Dashboard expert directly? Contact us online or call 1-866-816-4332.

Solution Benefits

• Customized role-based dashboards and reports for financial advisors, administrators, branch / regional managers and executive management teams
• Accelerate solution envisioning and design with our proven reference architectures
• Rapid deployment via 20+ pre-defined dashboard and report templates

Why Do Wealth Managers Need Advisor Dashboards?

Drive sales performance and revenue:

• Increase visibility of differentiated customer needs by segment to your sales force; guide your sales force to offer the right products at the right price, at the right time
• Make it simple, fast and easy with a single-integrated view of sales targets, productivity, campaigns and promotions
• Incent sales behavior to grow high quality households and fee-based revenue via holistic benchmarking against peers or competitors
• Improving the overall “running of the business” by individual financial advisors to become better CEOs of their business

What Can You Expect with Advisor Dashboard?

Ideaca's “in-a-box” solution accelerates rapid deployments, so that our clients can more quickly benchmark and measure tangible ROI.

• Increase revenue from fee-based advisory business
• Increase total assets under management
• Increase household size and quality
• Increase lift via up-sell / cross-sell
• Increase percentage up-take of targeted campaigns and offers