Case Study: Atlas Point delivers tailored financial advice at scale with Pointerpro

Atlas Point - Customer Case Study

Atlas Point, a company that helps financial advisors and individual investors improve their financial conversations, was seeking a way to scale the delivery of their tailored consulting advice. Their challenge was transitioning from providing one-on-one coaching to offering a solution that could be used efficiently with each of an advisor's many clients. To achieve this, they partnered with Pointerpro to utilize its assessment software and reporting tools.

Pointerpro implemented a solution using its Assessment Center platform and ReportR automated report generator. This allowed Atlas Point to create digital financial assessments that produce two unique, tailored reports for each client: one for the advisor and one for the client themselves. The solution provided a seamless user experience and enabled financial advisors to retain ownership of their client data through the self-service Distribution Portal. While still early in their implementation, the key result was the absence of negative feedback on the user experience, indicating a successfully smooth and scalable automated process for delivering personalized advice.

Atlas Point

Kenny Mobley

Co-Founder