{"id":8253,"date":"2025-09-20T17:37:42","date_gmt":"2025-09-20T17:37:42","guid":{"rendered":"https:\/\/intuceo.com\/?post_type=case-study&#038;p=8253"},"modified":"2026-09-24T11:57:32","modified_gmt":"2026-09-24T11:57:32","slug":"measuring-the-performance-of-investment-advisory","status":"publish","type":"case-study","link":"https:\/\/puffertech.com\/clients\/intuceo\/use-cases\/measuring-the-performance-of-investment-advisory\/","title":{"rendered":"Measuring the Performance of Investment Advisory"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"8253\" class=\"elementor elementor-8253\" data-elementor-post-type=\"case-study\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d4928b2 e-flex e-con-boxed e-con e-parent\" data-id=\"d4928b2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6041e53 elementor-widget elementor-widget-heading\" data-id=\"6041e53\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Identifying the best-performing advisors\nDetermining the right factors that drive success<\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0077ec8 e-flex e-con-boxed e-con e-parent\" data-id=\"0077ec8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-664dfcc e-con-full e-flex e-con e-child\" data-id=\"664dfcc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-26dc8c8 e-con-full e-flex e-con e-child\" data-id=\"26dc8c8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5d58c01 elementor-widget elementor-widget-heading\" data-id=\"5d58c01\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Key Benefits &amp; Features<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7332365 elementor-widget__width-initial elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"7332365\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check-circle\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Implement focus groups, including training workshops and corrective actions, and improve the performance of its nonperforming advisors\u2014 establishing best practices that the entire global advisory team can follow.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check-circle\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Insights were presented as easy-to-understand charts and if\u2013 then rules that business users can understand. The insights ridded the clients weaknesses by helping to predict the probable performance of its advisors<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-219cfba e-con-full e-flex e-con e-child\" data-id=\"219cfba\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-85f9c29 elementor-widget elementor-widget-image\" data-id=\"85f9c29\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"550\" height=\"600\" src=\"https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2025\/09\/Intuceo-Managed-Analytics-Solutions-2_converted.avif\" class=\"attachment-full size-full wp-image-18948\" alt=\"\" srcset=\"https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2025\/09\/Intuceo-Managed-Analytics-Solutions-2_converted.avif 550w, https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2025\/09\/Intuceo-Managed-Analytics-Solutions-2_converted-275x300.avif 275w\" sizes=\"(max-width: 550px) 100vw, 550px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-64acf6a e-con-full e-flex e-con e-child\" data-id=\"64acf6a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-5845f64 e-con-full e-flex e-con e-child\" data-id=\"5845f64\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c10dedc elementor-widget elementor-widget-image\" data-id=\"c10dedc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1464\" height=\"1075\" src=\"https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2025\/09\/Advisor-counts-by-account-size-2_converted.avif\" class=\"attachment-full size-full wp-image-18949\" alt=\"\" srcset=\"https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2025\/09\/Advisor-counts-by-account-size-2_converted.avif 1464w, https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2025\/09\/Advisor-counts-by-account-size-2_converted-300x220.avif 300w, https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2025\/09\/Advisor-counts-by-account-size-2_converted-1024x752.avif 1024w, https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2025\/09\/Advisor-counts-by-account-size-2_converted-768x564.avif 768w\" sizes=\"(max-width: 1464px) 100vw, 1464px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-470a529 e-con-full e-flex e-con e-child\" data-id=\"470a529\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-26cdf65 elementor-widget elementor-widget-heading\" data-id=\"26cdf65\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Intuceo Managed Analytics Solutions for Enhancing Customer Experience\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8688acf elementor-widget__width-initial elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"8688acf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check-circle\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Advisor performance was measured, tracked, and guided. After uploading all of the historical transaction data of the client\u2019s approximately 6,000 advisors<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check-circle\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Classified and benchmarked advisors by their performance<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check-circle\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">HiddenInsightsTM engine generated several hundred actionable insights by which the client can now effectively evaluate its advisors.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check-circle\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Data was factored by demographic and transactional factors for advisors and investors<br><\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check-circle\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">created several time-based attributes, including cash deposit amount in the previous month, quarter, and year<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f2a4bc7 e-flex e-con-boxed e-con e-parent\" data-id=\"f2a4bc7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d4ba9c1 e-con-full e-flex e-con e-child\" data-id=\"d4ba9c1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9c02088 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"9c02088\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">The Intuceo <b>Predictive Analytics Platform<\/b> utilizes open source big data technologies with accelerators for Data Engineering, Predictive Analytics, and Visualization solutions to solve complex\nBusiness Challenges<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f33f32a e-con-full e-flex e-con e-child\" data-id=\"f33f32a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0d0c013 elementor-widget elementor-widget-image\" data-id=\"0d0c013\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1896\" height=\"537\" src=\"https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2026\/03\/Predictive-analytics-platform-banner-design-e1784806521437.png\" class=\"attachment-full size-full wp-image-18935\" alt=\"\" srcset=\"https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2026\/03\/Predictive-analytics-platform-banner-design-e1784806521437.png 1896w, https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2026\/03\/Predictive-analytics-platform-banner-design-e1784806521437-300x85.png 300w, https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2026\/03\/Predictive-analytics-platform-banner-design-e1784806521437-1024x290.png 1024w, https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2026\/03\/Predictive-analytics-platform-banner-design-e1784806521437-768x218.png 768w, https:\/\/puffertech.com\/clients\/intuceo\/wp-content\/uploads\/2026\/03\/Predictive-analytics-platform-banner-design-e1784806521437-1536x435.png 1536w\" sizes=\"(max-width: 1896px) 100vw, 1896px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4d90eab e-con-full e-flex e-con e-child\" data-id=\"4d90eab\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-30a754c elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"30a754c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Download the complete implementation guide and key metrics<\/h2>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6cbcbae e-con-full e-flex e-con e-child\" data-id=\"6cbcbae\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e27fa9d elementor-align-center elementor-widget elementor-widget-button\" data-id=\"e27fa9d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/245228077.fs1.hubspotusercontent-na2.net\/hubfs\/245228077\/Case%20Study%20Documents\/CS%20-%20Measuring%20the%20Performance%20of%20Investment%20Advisory.pdf\">\n\t\t\t\t\t\t<span 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