PureInsights

Maximize revenue potential with business recommendations backed by benchmarks and enriched by AI.

HOW IT WORKS

PureInsights is like having x-ray vision for your business.

Peer into virtually all of your enterprise data sources and derive insights with the assistance of an AI algorithm that has been trained on more than two decades of relevant data. Map your Client Revenue Lifecycle with precision, and make data-driven optimizations. Spend less time building reports and more time on confident decision-making and focused action to defend and grow your business.

Working with PureInsights

Penetrating

Scour your data warehouse, core banking, financial planning, portfolio management, custodian and CRM systems for trajectory-changing insights.

Intelligent

Leverage machine learning and AI to identify patterns, spot trends, and flag opportunities to preserve and enhance revenue.

Actionable

Get contextual insights at a glance so you can make nimble, confident decisions to accelerate your growth.

Instant insights

Access more than 40 out-of-the-box reports at the click of a mouse. Configurable them for the specific statements and reporting packages you need to run your business and support your advisors and clients.

Intuitive and flexible

Work with a mobile-ready user interface that was designed with productivity in mind. Enjoy the flexibility of widgets that you can embed in other web applications where you want to access your insights.

Turbocharged team

Increase profits and strengthen client relationships. Provide your advisors and relationship managers with insights and reporting that helps them retain clients through better service and advice.

Stop revenue leakage in its tracks

Identify anomalies

Detect and take action to repair data, asset classification and contract errors that are costing you revenue

Take action

Spot, evaluate and take action against revenue leakage with the help of AI algorithms that leverage best-in-class benchmark data

Retain clients and advisors

Reduce the risk of client attrition and advisor churn by responding to data-driven indicators that uncover danger spots or opportunities for growth

Contact us today

Let’s talk about your goals and how PureInsights can help you.

Get in touch