Case Study: AssetMark achieves faster strategy execution and early risk detection with WorkBoardAI

AssetMark hits 70–80% of strategic objectives with WorkBoard

AssetMark, a financial services technology company with over 1,100 employees, faced challenges with disconnected annual planning and siloed execution that obscured priorities and delayed the discovery of project slippage. They turned to the vendor WorkBoard and its WorkBoardAI platform to gain better visibility and alignment on strategic initiatives.

By implementing WorkBoard's OKR platform and services, AssetMark embedded a new operational cadence with weekly, monthly, and quarterly reviews. This solution provided enterprise-wide transparency, enabling earlier detection of resource gaps and timeline risks. As a result, AssetMark now hits 70-80% of its key results, aligns 1,200 distributed employees, and maintains a strong NPS of 73 while preparing for a more ambitious strategic agenda.

AssetMark