Client background

From life insurance to retirement planning, education savings and more, this company helps individuals protect their financial lives. With assets of $1.64 billion and more than 143,000 members across the United States, their strength comes from being a different kind of financial community.

The business challenge

The client was looking for ways to grow additional leads within their business and better focus their targeting of potential members. They were new to leveraging their own data and vendors were pushing large data warehouse solutions without understanding their core business priorities.

Strategy and solution

Baker Tilly conducted a Business Intelligence (BI) strategy assessment to identify the overall maturity of the organization, technical strength and key business drivers. This assessment included:

• Interviewing key stakeholders within the organization
• Developing a complete picture of their analytical needs and potential benefits
• Leveraging interview details and propriety processes to distill information into actionable road maps
• Recommending smaller steps that could provide significant gain

After our initial assessment, Baker Tilly was able to propose a solution that cost less than other vendor proposals, building the foundation for future growth and what drives the business today.