Case Study:

How Aptivio helped Grant Thornton increase their sales qualified leads.

+30% Increase in Qualified Leads


Aptivio separated signal from noise, increasing qualified sales pipeline by 30% while doubling the use of our Dynamics 365 CRM system.

Nichole Jordan - Managing Partner, Markets, Clients, and Industry, Chair of Growth Committee, Grant Thornton LLP (US)

Pain Points

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.

Business Impact

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.

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