100
Use Cases
10
Sub-Verticals
147%
Average ROI
70%
Onboarding Time Reduction
Use Cases by Industry
Explore detailed implementation scenarios organized by financial services sub-vertical
Goals-based Planning Objects and Tracking
Medium147% ROI
Household and Multi-generation Relationship Views
Medium-High$81.3M benefits over 3 years
Portfolio Holdings Aggregation from Custodians
High700+ hours saved per user annually
Automated Meeting Prep and Post-meeting Summaries using AI
High30% productivity increase
Next-best-action Recommendations
Medium-High147% ROI contribution
Proposal Generation and E-signature
Low-Medium78% reduction in turnaround time
Client Reporting Automation
HighWeeks to days reduction
Risk Profiling and Suitability Workflows
MediumCompliance cost reduction
Referral & Lead Tracking for Centers of Influence
Low-MediumDirect AUM growth
Client Lifecycle Alerts
High147% ROI contribution