Business Intelligence
‍Powering Your Key Decisions

Convergence organizes our intelligence around the three decisions that determine success in the asset management industry: where to grow, how to run more efficiently, and what risk to act on before it surfaces. Every product and signal Convergence produces maps to one of those outcomes. Delivered as a continuously maintained intelligence layer so your team focuses on decisions, not data management.
Our Business Intelligence solutions are powered by core, complex and predictive analytics and provide insights into increasing revenue, improving efficiency and identifying and grow, how to run more efficiently, and what risk to act on before it surfaces.
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Core Signals

Core Signals are derived from data sourced from the public domain that is curated and structured to create rich business profiles on Funds, Advisers, Managers and Service Providers.” Curated includes accuracy and we strive to achieve a 95% accuracy rate on all Core Data.
Small icon marking the Complex Business Intelligence category on the Convergence platform

Complex Signals

Complex Signals are derived from Core Data that is highly curated and structured to power business intelligence. Proprietary content is not available in the public domain.
Small icon marking the Predictive Business Intelligence category on the Convergence platform

Predictive Signals

Predictive Signals are derived from Complex Data that is enriched with original content that is proprietary to Convergence. Complex Data is shaped into predictive models using data science. All Convergence predictive solutions have back tested accuracy rates that we guarantee. If someone tells you their data has predictive power, ask them for their back testing results.

Increase Revenues

Your next sale to a new or existing client sale is already in our data. We use complex signals and predictive analytics to identify those that are in, or about to enter, their buying window, ranking every opportunity by probability and timing, and providing your team with who to call and why, before the opportunity becomes fully visible so you can target them.

Improve Profitability

Your people's time is valuable and they need to deploy it at the lowest possible cost and generate the highest possible return.
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We offer analytics that Sales can use to call on more highly quality leads, that Client Managers can use to manage more clients with greater insight into decisions that are brewing, and that Risk Managers can use to identify and remediate risk signals to them. Convergence handles the heavy lifting while your team does the heavy thinking.

These analytics can help you reduce the cost of client acquisition and lower client management costs, all of which improve your gross margins.

"We outsourced the reference data work for our private investment to Convergence. They improved the accuracy, completeness, timeliness and cost effectiveness of the process."
- CEO of Major Custodian

Identify Business and Commercial Risk

Risk never sleeps and by the time it becomes visible, the window for you to act has often closed.
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Convergence has developed 66 complexity factors to measure changes in a Managers business risk profile. We have analyzed 400+ SEC enforcement actions to test the influence that highly complex business factors  had on the SEC enforcement action during the violation period.

The Convergence Three Step Onboarding Model

Convergence delivers its insights through a three step "Data as a Service" model.
Determine the decision support you want (Increase Revenue, Improve Efficiency or Identify Risk) and identify the data, analytics and reporting frequency that best support them.
Enable access to the data and business intelligence that best meets your needs.
Determine the best way for you to use the data and analytics. API, Knowledge Center or both.

Let's Connect

We are happy to show you three live "signals" that we see in your current clients. Request a 30-minute demo.
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Frequently Asked Questions

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Contact Support
What business problems does Convergence's Business Intelligence solve?
How does Convergence help identify new sales opportunities?
How does this improve profitability, not just add more work?
How does Convergence measure and flag risk?
What's the difference between Core, Complex, and Predictive Business Intelligence?
What does onboarding look like?
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