Скачать или смотреть Case Study: 4impactdata helped Creative Planning advisory team project risky financials for client

In this short interview, Travis Scheving, Virtual CFO at Creative Planning Business Services, shares how his team is scaling proactive advisory—serving 50+ clients with a single advisor using 4impactdata’s AI-powered Vitals and Advisor Reports.

By integrating AI into their workflow, Creative Planning reduced manual prep time by more than 60%, identified cash flow risks months in advance, and strengthened client relationships through proactive outreach and strategic guidance.

Instead of waiting for issues to surface, 4impactdata’s predictive analytics and advisory prompts help firms turn data into direction—showing where to focus, what actions to take, and how to grow strategically.

📖 Read the full case study: https://4impactdata.com/content/how-c...

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