AI-powered Insights to Assess client performance and firm operations
C
Chris Roudebush
- An "insights" button that would:
- Analyze current data across all clients
- Provide an overall assessment of the firm's performance
- Identify potential issues or risks
- Offer recommendations like a personal consultant
- AI-powered alerts and tracking, such as:
- Automatically notifying employees when they forget to turn off timers
- Identifying outliers in project completion times
- Detecting which team members or clients take longer to complete tasks
- Helping managers understand why certain projects or team members are slower
The goal is to use AI as a proactive tool for insights, efficiency tracking, and performance optimization within the Financial Cents platform.
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