Insight Analytics
Financial Services demo

Financial Services Analytics Dashboard

Advisors, AUM & pipeline

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Financial Services dashboard

Concentration by segment, advisor productivity, and pipeline coverage of next-quarter growth.

AUM

$0

+11.4%

Revenue

$0

+9.6%

Client retention

0.0%

+1.2pp

Pipeline

$0

+22%

AUM by segment (stacked)

Granularity
HNWMass affluentUHNWInstitutional
JanFebMarAprMayJunJulAugSepOctNovDec

Product mix

Click to filter
Managed: $780MAdvisory: $540MRetirement: $320MAlternatives: $180MTotal$1.8B

Advisor productivity

J. RiveraS. ChenM. OkaforP. AliAUM ($M)Revenue ($M)

Pipeline stages

Prospect
$240M
100%
Qualified
$168M
70%
-30%
Proposal
$96M
40%
-43%
Won
$42M
18%
-56%

Top clients (Pareto)

Other: $4.5M (26% cum)OtherClient A: $3.4M (46% cum)Client AClient B: $2.8M (62% cum)Client BClient C: $2.1M (74% cum)Client CClient D: $1.6M (84% cum)Client DClient E: $1.2M (91% cum)Client EClient F: $900K (96% cum)Client FClient G: $700K (100% cum)Client G80%

AI insights

  • Managed leads at $780M — 43% of the mix.
  • Alternatives trails the leader by 4.3× — highest-leverage growth target.
  • Largest funnel drop-off: Proposal → Won at 56% — focus retention here.

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