Case Study: Alexander Sloan achieves greater certainty and client satisfaction with Futrli

Alexander Sloan saves time on reporting with Futrli and boosts client retention

Alexander Sloan, an accounting firm, sought a flexible tool to provide forward-looking financial projections for their clients, moving beyond outdated reports. They wanted to enhance their advisory role and client service using software that aligned with their culture. The vendor Futrli provided its forecasting and scenario planning service to address this challenge.

By implementing Futrli, the firm enabled clients to digest data in new ways and created significant time savings on reporting, freeing the team to act as advisors. The solution provided clients with direct access to auto-updating dashboards, strengthening relationships and aiding client retention. Futrli also served as a competitive differentiator, allowing Alexander Sloan to clearly demonstrate added value and shift perceptions of their firm from reactive to proactive.

Alexander Sloan