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Services
What we offer
KPI Management
At GenZed, we offer KPI Management services for Portfolio FDs specifically tailored for individual clients, enabling you to track and improve respective clients’ performance. We work closely with you to identify the key metrics that matter most to each client, ensuring that time reporting, profitability, utilisation rates, conversion rates, CAC, and other critical KPIs are monitored and optimised. Our hands-on service ensures your clients get the insights they need to make informed, data-driven decisions that drive their success.
What We Offer
Collaborative KPI Identification
We work closely with you to identify the most important KPIs for your clients, ensuring the metrics we track are aligned with their business goals and growth strategy.
Accurate Data for KPI Tracking
Our detailed bookkeeping and consistent data entry form the foundation for reliable KPI tracking, giving you and your clients confidence in the accuracy and clarity of their performance data.
Customisable Dashboard for Real-Time Insights
Our secure, user-friendly dashboard provides real-time tracking of KPIs through intuitive visuals like graphs and charts. It’s fully customisable and integrates seamlessly with tools like Google Sheets, Xero, and others to make KPI management efficient and actionable.
LLM-Powered Instant Data Insights
For quick answers to KPI-related questions, our optional LLM tool provides real-time insights, making it easy for you and your clients to compare data and track performance. Our expert team is always available to offer deeper analysis and support when needed.
Personalised KPI Management
Our service is highly tailored to each client’s unique needs. We continuously review and refine the KPIs we monitor, ensuring your clients receive relevant, actionable insights. By working closely with you and your clients, we ensure ongoing optimisation of their KPI management.
Comprehensive KPI Monitoring
From time reporting and utilisation rates to conversion rates and CAC, we monitor a broad range of metrics to help your clients understand their performance and make data-driven decisions that drive growth and profitability.
How We Work
Daily Data Updates
We can update KPI data daily, ensuring your clients have access to accurate, real-time information to make timely decisions that keep their businesses on track.
Custom Reporting for Key Metrics
We provide customised reports based on the KPIs that matter most to your clients, delivering clear, actionable insights that are easy to understand and act upon.
Hands-On Service and Continuous Improvement
We actively collaborate with you and your clients, ensuring our KPI management service evolves with their business needs. Our team is always available to review performance, refine KPI strategies, and provide a personalised support to improve the value of this service.
Why Choose GenZed?
With customisable dashboards enabling easy tracking and seamless integration with advanced tools for collaboration with you to monitor key metrics, offering daily updates, custom reports, and LLM-powered insights for quick answers. Let us assist you in monitoring and managing your clients’ KPIs with a hands-on, collaborative approach that ensures their success, while you focus on delivering high-level strategic advice. Our reliable bookkeeping ensures accurate data, providing precise, real-time KPI management aligned with your clients’ goals. With expert support and a personalised service, we continuously refine KPI strategies to drive growth and profitability.
– Collaborative approach ensures KPIs are tailored to your clients’ specific goals and business needs.
– Accurate data and consistent reporting provide a reliable foundation for KPI tracking.
– Customisable dashboard offers real-time access to performance metrics, easily integrated with financial and cloud tools.
– LLM-powered insights deliver quick answers, with expert support available for deeper analysis and ongoing improvements.
– Personalised service ensures that KPI management evolves with your clients’ changing needs, enhancing the value of this service.
– Daily updates keep KPI data current, enabling your clients to stay on top of their performance at all times.
– Comprehensive monitoring of critical KPIs like profitability, CAC, and utilisation, helping your clients make informed decisions that improve business outcomes.
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