Financial Advisor Outreach Performance

The Tableau Accelerator for Customer Outreach enables Client Advisors (CAs) and Fund Advisors (FAs) to understand their customer outreach performance and ensure they are on track to achieving their yearly, quarterly, monthly and weekly goals.

Ask and Answer Key Business Questions

• How are FAs performing as compared to the previous Year, Quarter, Month and Week?
• Are the FAs meeting their yearly, quarterly, monthly and weekly goals?
• Who is the best performing customer for a given FA?
• Who is the worst performing customer for a given FA?
• What were the total contacts made by a FA during a given time period?
• How many days until the end of current Year/Quarter/Month/Week?
• Who is the best performing FA for the selected time period?
• Who is the worst performing FA for the selected time period?
• What percentage of the overall goal has been achieved for the selected time period?

Monitor and Improve KPIs

• Total Customers
• New Customers
• Expected Revenue
• Net New Assets
• Average Return
• Total Contacts Made

Required Data Attributes

• Total Customers
• New Customers
• Expected Revenue
• Net New Assets
• Average Return
• Total Contacts Made