Compass client needs discovery tool
Uncover cross-selling opportunities with structured client conversations. Generate referral recommendations automatically.
Compass is a structured client discovery tool that surfaces needs and generates referral opportunities. Use guided frameworks during client conversations to systematically identify where clients need additional professional support — moving from reactive to proactive referrals.
Key Benefits
- Guided client conversation frameworks
- Systematic need identification
- Proactive referral generation
- Structured discovery across all client meetings
Built For
- Accountants conducting annual reviews
- Financial advisers assessing client needs
- Any firm wanting to identify more referral opportunities