"Nowadays, because of the Singletrack Insights dashboard, there are very few surprises that emerge in client scorecards, positive or negative."

Leading regional European broker Davy is using Singletrack Insights to get deep, accurate and actionable insights into client accounts and behaviour. You can hear all about what they’ve done already and what they plan to do in the future in our case study, including:

• Ensuring technology works for business generators, without getting in their way
• Developing reports and dashboards which mirror how clients evaluate the service they receive
• Achieving transparency and revenue predictability
• Using Singletrack Insights to move from a retrospective, to a predictive, to a prescriptive view of client accounts