Build your pipeline faster and get your clients ready for any material event – expected or otherwise – with the Material Information Platform
The Material Information Platform is based on insights from over 20,000 deals, and it’s designed to do one thing for you as an advisor: help you optimize every aspect of your pipeline. Amplify your team's capacity to accelerate deal preparation and execution. Connect with clients and nurture prospects earlier - and better.
The platform enables you to support clients from the initial ‘hello’ so you can establish trust and add value from the beginning. Get a previously unseen view of a company’s trajectory and track their progress towards a material event or deal like never before. It’s what’s going to win you business – and put you in a completely different league to your competition.
Get full visibility of every client, every deal and all material information and activity in one secure location, so you can see exactly what stage they’re at and prioritise for maximum effect. No more time wasted not knowing, switching between platforms, or searching for documents to find answers.
Armed with everything you need in one place and the tools to quickly navigate and analyze critical information, your clients will be ready to make the most of every opportunity that crosses their path. And that’s valuable news that will always be well received.
Powered by cutting-edge AI technology, the platform uncovers learnings based on the data-driven insights of more than 20,000 material events. Get an accurate, real-time view of where things stand in each transaction, for the upper hand when it comes to your deal strategy.
Our Material Information Platform allows you to increase value, eliminate risk, accelerate deals, and seize opportunities before they come knocking
Introducing the world's first Material Information Platform