We believe your best source of intelligence comes from directly asking your clients the right questions.
That's why our growth appraisals were designed in partnership with leading financial and academic institutions to help lenders better understand who's likely to grow, who isn't and why.
Your clients responses are integrated with our technology to unlock hidden intelligence that you will not yet have.
Rest assured, all of the responses that we capture are encrypted, secure and fully compliant with GDPR and FCA requirements.
We calculate our proprietary GFA Business Health score on every one of your clients, plus assess the key trends across your whole portfolio.
This leading KPI helps you track and monitor individual performance, whilst also benchmarking clients against one another, will all results presented within your own private dashboard.
You can also filter across data points such as revenue, number of staff, across various staff caseloads and much more, allowing you to identify your best and least performing customers faster.
By conducting on-going appraisals and capturing insights, you're able to understand who’s giving the best return and why so you can double down on the added value support that you can provide to them.