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
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.
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.
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: parents see overall aggregate data only, without the ability to drill down into specific child accounts.
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].