Finance · Chicago, IL
Sample storyHow an advisory firm replaced three tools and grew qualified pipeline by 60%.
0%
more qualified pipeline
$1.4K
monthly stack savings
0 hrs
saved / advisor / month
The challenge
Lead data sat in one tool and billing in another, so advisors never had a full picture and spent time chasing the wrong prospects.
The solution
Lio scores and organizes inbound interest so advisors focus on best-fit clients, and Inzo handles billing in the same place.
The results
Qualified pipeline grew about 60% and the firm trimmed roughly $1.4K a month by retiring two tools.
“We finally see the whole client in one view, not scattered across logins.”
Sample ContactManaging Partner (sample)
The connected workflow
One handoff to the next, no manual glue between tools.
Lio
Scores and organizes every inbound inquiry.
Inzo
Handles billing in the same connected system.
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