Reporting & Dashboards

Tap into Your Data to Make Smarter Decisions

Reach your organizational goals faster with in-depth performance insights and reporting tools that reveal what works, where you have gaps, and how you can boost ROI.

Reporting dashboards provide easy to understand data at your fingertips.

Uncover the data that matters

Pre-built dashboards

View real-time performance metrics to quickly identify opportunities, address gaps, and mobilize your teams toward goals.

Prioritize leads and customers

Empower your customer-facing teams with insight into lead conversions and key partner relationships so they can focus time where it matters most.

Keep leadership in the loop

Update internal stakeholders with key insights on business performance to help prove revenue impact and drive better business outcomes.

Analyze, assess, act

Data-driven strategies

Align your teams with clear goals, direction, and responsibilities based on performance and customer engagement data.

Dynamic campaign reporting

Evaluate performance by channel, audience, or time period to reveal trends and adjust campaigns to have the maximum impact.

Contact-level data

View data for each individual contact to give your customer-facing teams the insight they need to provide a consistent, personalized experience.

Smiling woman looking at an easy to understand dashboard
Know your customers with a 360 degree customer view

360-degree customer view

55+ industry-leading integrations

Take control of all the data spread across your tech stack to form a single source of truth for your organization and your customers.

Customer intelligence & data insights

Use behavioral and motivational data to better understand your audience’s needs and goals—so you can support them at every stage of their financial journey.

Personalized communication strategies

Increase growth and revenue by giving your customer-facing teams the tools to provide better experiences with every engagement.

See it in action

How We're Different

Data points the way

360-degree customer view

Access complete contact profiles from a single platform to increase engagement at precisely the right time in a customer’s unique financial journey.

TrueIntent insights

Understand where consumers are in their financial journeys with foundational CRM, behavioral, and motivational data.

Segmentation

Segment your contact lists to deliver tailored messaging in every campaign.

Prioritized lead & contact lists

Engage critical contacts at the right time without hunting through your database.

Always-on nurture

Develop relationships with customers even if they don’t have a need for your products today.

Multichannel campaigns

Meet customers where they are with tailored campaigns across print, direct mail, email, SMS, and social media.

Digital content & social media

Connect with customers on their schedule with dedicated tools and content for your website, landing pages, and social channels.

Co-marketing campaigns

Increase referrals with integrated co-marketing campaigns that expose your brand to new audiences.

Reporting & dashboards

Track campaign performance, analyze what works, and identify gaps to boost ROI.

Pre-built dashboards

View real-time performance metrics to quickly identify opportunities, address gaps, and mobilize your teams toward goals.

 

Prioritize leads and customers

Empower your customer-facing teams with insight into lead conversions and key partner relationships so they can focus time where it matters most.

 

Keep leadership in the loop

Update internal stakeholders with key insights on business performance to help prove revenue impact and drive better business outcomes.

Data-driven strategies

Align your teams with clear goals, direction, and responsibilities based on performance and customer engagement data.

 

Dynamic campaign reporting

Evaluate performance by channel, audience, or time period to reveal trends and adjust campaigns to have the maximum impact.

 

Contact-level data

View data for each individual contact to give your customer-facing teams the insight they need to provide a consistent, personalized experience.

55+ industry-leading integrations

Take control of all the data spread across your tech stack to form a single source of truth for your organization and your customers.

 

Customer intelligence & data insights

Use behavioral and motivational data to better understand your audience’s needs and goals—so you can support them at every stage of their financial journey.

 

Personalized communication strategies

Increase growth and revenue by giving your customer-facing teams the tools to provide better experiences with every engagement.

Uncover the data that matters

Analyze, assess, act

360-degree customer view

Pre-built dashboards

View real-time performance metrics to quickly identify opportunities, address gaps, and mobilize your teams toward goals.

 

Prioritize leads and customers

Empower your customer-facing teams with insight into lead conversions and key partner relationships so they can focus time where it matters most.

 

Keep leadership in the loop

Update internal stakeholders with key insights on business performance to help prove revenue impact and drive better business outcomes.

Data-driven strategies

Align your teams with clear goals, direction, and responsibilities based on performance and customer engagement data.

 

Dynamic campaign reporting

Evaluate performance by channel, audience, or time period to reveal trends and adjust campaigns to have the maximum impact.

 

Contact-level data

View data for each individual contact to give your customer-facing teams the insight they need to provide a consistent, personalized experience.

55+ industry-leading integrations

Take control of all the data spread across your tech stack to form a single source of truth for your organization and your customers.

 

Customer intelligence & data insights

Use behavioral and motivational data to better understand your audience’s needs and goals—so you can support them at every stage of their financial journey.

 

Personalized communication strategies

Increase growth and revenue by giving your customer-facing teams the tools to provide better experiences with every engagement.