Our most successful partnerships have been with firms that see cash flow management as central to their client relationships rather than just another add-on service.
- Additional revenue stream averaging 15-25% of existing client fees through enhanced service offerings
- Reduced client churn as businesses see measurable improvement in their financial planning capabilities
- Enhanced professional credibility through access to sophisticated financial modeling tools
- Ongoing education and certification programs for your staff at no additional cost
- Priority access to new features and beta testing opportunities for emerging financial technologies
- Marketing co-op programs including joint case studies and speaking opportunities at industry events