Leverage unified, real-time data to identify risk, protect assets, and expand wallet share
Problem Statement
Client and mandate data is siloed across CRM and accounting systems, limiting visibility into wallet share, mandate risk, and profitability. Distribution strategies remain reactive, retention coverage is inconsistent, and leaders can’t prioritize high-value relationships effectively.
What's holding you back
Client and mandate data fragmented across systems
Inconsistent AUM and revenue definitions
Limited visibility into client-level profitability
Reactive retention coverage
Manual aggregation for sales and RFP reporting
What success looks like
Improved client retention rates
Increased wallet share penetration
Reduced mandate loss
Higher net positive flows
Faster RFP win analysis
How evolv helps
Unifies client + mandate data with standardized AUM and revenue KPIs across CRM and accounting
Surfaces executive dashboards with actionable alerts for mandate risk and flow deterioration
Aligns distribution and investment teams around shared client intelligence and growth metrics