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: Tracking 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
More graphs and insights are on the way for users on the Scale plan
Note: Account owners will see data for the entire account. Individual advisors (non-account owners) will see data for only their meetings.
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].