Summit Capital Partners
One source of truth for a scaling advisory firm
Summit's advisors now act on one clean view of every client — and the pipeline stopped leaking.
- Increase in advisor productivity
- +35% Increase in advisor productivity
- Higher lead-to-client conversion
- +24% Higher lead-to-client conversion
- Source of truth across the firm
- 1 Source of truth across the firm
The challenge
Client information lived in inboxes, spreadsheets and a few advisors' memories. Nothing reconciled, follow-ups slipped, and leadership couldn't trust a single forecast — a serious liability for a firm built on fiduciary trust.
Our approach
We consolidated every touchpoint into one clean data model, then layered automation onto the moments that drove revenue: timely follow-up, clear ownership, and reporting leadership could actually act on.
The solution
A unified CRM now connects email, calendar and billing into one flow, fires follow-ups automatically, and gives leadership real-time dashboards — turning scattered activity into a forecast they can trust.
What we delivered
- Consolidated client data into one clean, reliable model
- Automated follow-up sequences with clear deal ownership
- Email, calendar and billing integrated — no double entry
- Real-time pipeline and revenue dashboards for leadership
- Audit trail and permissions suited to a regulated firm
“For the first time, the number in the forecast is the number I believe. Our advisors spend their time on clients, not on chasing data.”
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Let's pressure-test your biggest opportunity and map the systems that will move the needle this quarter.
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