How Aptivio helped Grant Thornton increase their sales qualified leads.
The Dynamics 365 CRM project was not going well, with limited user adoption.
1-in-10 opportunities in existing client based regularly missed by Relationship Partners.
Growth Committee was established to improve the systematic detection of risk advisory projects ($600M line of business).
AptivIO processed billions of data points to detect surges in bad news and anticipating regulatory settlements.
30% Increase of sales pipeline for risk advisory projects.
Increase +100% in Dynamics 365 Usage due to quality of sales-ready leads in CRM.
Expansion to other service lines “plug-and-play” setup.