Behavioral Analytics & Learning

The only machine learning platform focused on succession planning and talent management within the financial services industry.
Our proprietary algorithm matches users based on their individual goals for growth as well as their usage of the platform.  This means we're always learning about each user so that the Home Office can identify talent gaps and manage asset risk.

Talent Inventory & Gap Analysis

Where are the missing pieces in your talent pool? 
Our system benchmarks your agent inventory based on current conditions and provides insight for future distribution. We identify the skills and competencies required to ensure you have the talent ready to manage those key books of business.

Relevant Metrics & Analysis

Regular reporting on the KPIs that matter most to your business.
A personal dashboard and customized reports provide the hard numbers and valuable insight into your talent capital.  Actionable recommendations based on multiple measured data points ensure your agents and advisors are meeting their definition of success.