Brendan Chard, Owner, The Modern Firm, LLC

The switch to AgencyAnalytics marked a turning point for The Modern Firm. The platform's seamless integrations, white-label branding, Smart Reporting features, and robust support system minimized the technical challenges they previously faced, allowing the team to focus more on the content and presentation of data rather than on troubleshooting data connectivity issues. 

With AgencyAnalytics, the report generation process became a matter of minutes, not hours, thanks to customizable report templates and easy modification of widgets according to client needs. 

Most recently, client onboarding was reduced even further–to a fraction of what it used to be–thanks to the 11-Second Smart Report and Smart Dashboard features, which automatically create comprehensive reports and dashboards based on each client’s connected integrations in seconds. 

This increase in efficiency improved internal processes and greatly enhanced the quality of client interactions.

Adopting AgencyAnalytics has brought about transformative changes for The Modern Firm. The automated and streamlined reporting process has significantly reduced the time spent generating client reports. 

The time saved has enabled the team to focus on actionable client work, leading to quicker and more visible results for their clients. The professional and polished appearance of the reports has not only satisfied existing clients but also attracted new ones, enhancing the firm's reputation, acquisition, and client retention rates.

The team also uses some of the time saved to create video walkthroughs for each client report. These videos provide a personal recap of the data by the account manager, which clients view at their convenience.