Discover how Empiraa transforms your client engagement with real-time progress tracking and dynamic planning in a simple platform.
"Empiraa really helps our planning and advisory work come to life with our clients. It is so simple to engage our client's with our plans and have a platform that allows us to review their plans in live time with little effort is a true game changer."
You're getting lost in the number of versions of your strategy spreadsheet and keep missing important emails lost to your inbox.
You spend more time following up with your clients to see how they are doing against their action items, than putting time into building their future success.
No one knows who is responsible for what action items, so everyone feels disconnected from the plan and have nothing to keep them accountable.
Imagine a world where every client meeting starts with clear progress insights and ends with actionable next steps.
With Empiraa, that world is your reality.
How much more could you achieve if manual data entry and fragmented planning were a thing of the past?
Make your work have a greater impact for your clients. Empiraa allows advisors to make a real difference to their clients business, with a software that centralizes planning and gives you real data to make informed decisions. Your clients will see real change in their business success increasing their trust in your services.
Empiraa's efficient platform allows advisors to work with more clients, significantly increasing capacity without compromising the quality of service.
Our full service offering takes the pain out of implementation and gives you the time back in your day to focus on execution.
Empiraa allows you to have full visibility over your clients plans with dedicated portals giving you a snapshot of how each of your clients are tracking.
Your visibility of the plan keeps clients even more accountable to hitting their KPIs and OKRs.
Being across all your clients moves at all times seems impossible when relying on static documents. Empiraa is here to provide the most up-to-date and reliable source of truth so you can back your clients and drive them to success
Increase business efficiency by automating your clients plans and goal tracking with integrations to their favourite apps. Save thousands of hours a year on manual data entry, automating data flows that make a real impact to both your businesses.
We know how hard it is to keep track of your clients progress. With live dashboards you can know exactly what clients need assistance and which ones are crushing their plans. Everyone feels a sense of camaraderie when you're invested in eachothers success.
With more time available to plan for success and less time being taken up by recounting past projects, Empiraa enables you to actively work towards your clients successes. Become an invaluable resource to your clients, furthering the impact your business has and driving your revenue growth.
Are you short on resources but understand the importance of a functioning and operation strategic plan in your business. Look no further than our implementation service. We can transition your current plans into Empiraa, build out integrations and onboard your whole team with dedicated training.
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