Prioritize allows your team to:

• Improve productivity by consistently seeking out and surfacing the Next Best Action.
• Work strategically by grouping actions in specific areas of focus that align with your goals.
• Track progress and accurately visualize key performance indicators in real time.
• Elevate CRM by leveraging valuable insights derived from tax and banking sources.

Prioritized Action - First things first
Focus on opportunities and risks that matter to your clients and your business. Prioritize uncovers and sorts the next best actions so your team can stop wondering what's next.

Focus Modes - Stay in your lane
Enable strategic work across your whole organization. We designed focus modes to enable deep work that improves data quality, client engagement and your firm's bottom line.

Team Insights - Work that can be measured
Set clear goals and work with purpose. Our reports enable you to see how your team is performing, estimate revenue, and track important indicators like compliance and your client's financial wellness.

CRM + Holistic Data - Meaningful financial advice
Leverage insights from banking and tax to streamline information management and deepen the understanding of your clients. Set your team up to provide more and better advice.