Every dashboard, recommendation card, and alerting rule is designed and built specifically for your BI platform and workflows. We integrate seamlessly with your existing tools to give you continuous visibility into performance and risk.
Critical insights remain buried in raw data, manual reporting is slow, and teams miss timely opportunities without proactive notifications.
Bespoke business reports, embedded CRM recommendations, and automated alerts—engineered to your specifications so your teams can act faster and smarter.
Custom dashboards built for Power BI, Tableau, or Looker.
Views like “Funds Poised for High Growth,” “Top Investor-Fund Pairings,” and “Evaluation Criteria Trends” crafted to your data model.
Drill-down filters tailored to your segments, timeframes, and regions.
Customized fund-match recommendations based on your own risk and sentiment model.
Investor Insight cards designed around your processes.
Next-Best-Action prompts built to guide your specific document and deal workflows.
Triggers you define, sent via email, Teams, Slack, or SMS.
Alpha Investor Signal – configured to your criteria for high-potential profiles.
Deal Health & Volatility Alert – tailored to flag shifts in your key KPIs.
Webhook integrations for any bespoke workflow you require.
Interactive visuals built to your spec eliminate manual reporting lag.
Intelligent CRM prompts developed around your sales motion boost conversions.
Real-time alerts surfaced exactly when and how you need them.
New dashboards and alerts can be built on demand as your requirements evolve.
We replaced costly, unreliable tools with a custom Azure Databricks pipelines that unifies CRM and market data into a clean Delta Lake. A bespoke ML cross-sell model now fuels predictive recommendations and automated next-best-actions within the CRM, accelerating deals and boosting revenue.