Financial Performance Tracking
Enhance the delivery of your financial recommendations by helping your customers track their financial performance with interactive reports.
Why Financial Advisors come to us?
- Need to improve the quality of their analytics delivery format: easy to read and interactive
- Looking for an innovative software to improve their image in pre-sales meetings
- Need to propose an easy to implement reporting method to their customers
Deliver insightful KPIs to your customers from any data source
Your Customers’ Data
- Invoicing systems
- Generated review against target
- ROI scenarios upon revenue forecasts
- Impacts analysis
- Cashflow trajectory
Customer Story: Scrubbed
Scrubbed helps mid-size and Enterprise organization consolidating corporate data from marketing, sales, finance, operations and help them improve business efficiency with better data analytics.
Main reason they chose ClicData:
Ease of use, interactive and customizable visualizations, extensive data integration and ETL tools.
Where is your data sitting?