Wealth Sales

This application looks at the performance of advisers in a wealth management organisation. It identifies the characteristics of the good and developing performers, and shows how even the top advisers can improve, offering actionable insights for individuals. It also combines compliance data, showing where compliance violations are occurring.


This app takes data from many different departments, and brings them together to provide a rich and complete analysis of an insurer’s performance. Users can drill down into a specific broker in a single location, and see which products are being sold, and which groups of people they are sold to. Bringing claims data, loss…