Case Study: AssetMark boosts strategic execution and OKR alignment with WorkBoardAI

AssetMark reduces key results from 196 to 126 with WorkBoard

AssetMark, a technology platform and services company for financial advisors with over 1,100 employees, faced challenges with unclear strategic pillars, a siloed project-driven culture, and a lack of a consistent framework for measuring outcomes. To address these issues, they partnered with vendor WorkBoard and implemented its WorkBoardAI service to bring clarity and focus to their strategic execution.

By adopting WorkBoardAI, AssetMark established a clear, cascading OKR structure and introduced a new operating rhythm with automated scorecards and data-driven reviews. The solution from WorkBoard enabled them to reduce their total number of key results by over one-third, from 196 to approximately 126, while increasing achievement rates on high-impact key results and equipping all leaders with the tools for greater accountability and alignment.

AssetMark