Who has access to this feature?
All users
What is the Insights Dashboard?
The Insights dashboard provides conversational intelligence from your client conversations. It shows key meeting data, including:
Asset class discussion analysis: A breakdown of who initiated discussions on different asset classes.
Topic allocation over time: Track how advisor time is spent across different topics.
Advisor talk time vs Client talk time: The % of call time where the advisor or client is speaking.
Net-new asset capture (Scale plan only): Data on advisors identifying and acting on held-away assets.
Trending objections: Data on the most common objections brought up during discovery/prospecting meetings.
What's trending (Scale plan only): Monitor trending topics that advisors and clients are talking about in meetings.
Referral capture (Scale plan only): Tracks the percentage of meetings where the advisor asks for a referral, and how often the client agrees to provide one.
Client outlook on asset class (Scale plan only): Shows whether clients are bearish/bullish/neutral on different asset classes.
Advisor suggestion of asset class (Scale plan only): Tracks whether advisors suggest to decrease/maintain/increase holdings of different asset classes.
Customer Sentiment Index (Scale plan only): Measures client sentiment based on tone and language during meetings.
Most talked about: Topics with the highest mention counts in captured meetings during a given time period.
Top topics mentioned over time: A heat chart of topic frequency over time.
More graphs and insights are on the way for users on the Scale plan
Note: Account-level charts include:
What's trending
Trending objections
Most talked about
Top topics mentioned over time
These charts show data across all users on the account, not just the individual advisor's. This data is aggregated, meaning advisors won't be able to see the specific meeting details from others on their account.
The charts are visible to both account owners and users with standard permissions.
Note: Meeting charts include:
Asset class discussion analysis
Topic allocation over time
Advisor talk time vs Client talk time
Net-new asset capture
Referral capture
Client outlook on asset class
Advisor suggestion of asset class
Client Sentiment Index
Users who aren't account owners and don't have insights privileges will see these charts with meeting data only from their own meetings.
Users who are account owners or have insights privileges will see these charts with data across all meetings on the account.
Note: By default, parent accounts will see aggregate data combined from all their children accounts. This means:
Parent accounts cannot isolate or view identifiable data from any specific child account or the advisors on those accounts
Parent accounts can filter data based on individual users within the parent account itself
In summary, the default setting is for parents to see overall aggregate data only, without the ability to drill down into specific child accounts.
Upon request, parent accounts can access granular child account insights, scorecards, and pulses data. Parent accounts may reach out to [email protected] to enable this.
Where to find Insights Dashboard
Navigate to the Insights tab in the left-hand nav.
Click on the Dashboards tab.
This opens up Your Dashboard.
How to use Insights Dashboard
Review insights to understand product discussion trends and advisor activity patterns.
Account owners will see organization-wide data, while individual advisors only see data for their own meetings. Additionally, account owners can filter data and graphs by time and user.
Need More Help?
For more information, reach out to [email protected].